Download our content production onboarding checklist to keep you on track through all four phases of onboarding. From the working session through to the calibration phase, this checklist ensures you don’t miss a beat getting aligned on your new project.

Learn why calibration is a critical step in launching a new content project; get access to the dos and don’ts learned from years of onboarding experience, and use our calibration feedback questionnaire to ensure your next onboarding is flawless.

Equip your writing teams with resources built for their success. Our guide on developing content and project briefs does more than explain the importance of these documents. It provides actionable tips, guidelines, and templates and it includes a detailed table that helps you determine which components to include in your briefs along with best practices to ensure they’re effective.

Working sessions involve many questions and decisions — it can be difficult to stay on track. Use our working session deck to keep you on track and get alignment with your content client’s project and content details.

During working sessions, critical decisions are made that impact how you’ll run your project and how the content should be crafted. Relying on yourself — and your client — to remember the details is a risky proposition. Use our Working Session Summary template to immediately record the details then send it off to the client for approval before building your workflows, writing your briefs, and training your writers.

Use our Working Session Agenda to help prepare your clients for the onboarding process. The agenda describes what they should expect, assigns some to-dos for them to complete, and gives them a brief look at what’ll be discussed during the working session. This agenda pairs perfectly with our Working Session Deck and Working Session Summary resources.

Our Working Session Agenda is designed specifically for onboarding clients with product, category, or brand description projects. It describes what you’ll discuss during the call and assigns some prep work for them to complete prior to the call. This agenda can be used with our Working Session Deck and Working Session Summary resources. 

The working session is easily the most critical part of the content client onboarding process. Done properly, it results in alignment in content structure, voice, SEO, style, and project logistics, resulting in a smooth calibration and shorter ramp-up period. Our guide describes the essential segments of a working session and offers some tips to help ensure your working sessions are effective.