Let’s get started.

Do you have a specific need in mind? Or do you have a problem that needs solving and you’re not yet sure how to go about it?

In our initial call we’ll go over the general scope of what you’re aiming to achieve. If we’re a good match in terms of values and communication styles, I’ll collect the information I need in order to formulate a proposal.

Schedule your initial call here!

After our initial call, I’ll draft a proposal and send to you via our shared Google Drive folder, where you’ll be able to upload whatever existing documents or details you want me to look at during the Discovery phase.

Feel free to review the proposal and suggest any changes to scope, timeline, and pricing. Once we’re in agreement, the fun can begin!

You’ll upload any relevant materials (existing process documents, manuals, branding guidelines, etc.) to our shared Google Drive folder and I’ll review and digest them.

This can happen before or after our Download call.

Some clients call this the “infodump” call — basically, we’ll get on the phone together and I’ll take notes while you talk about your existing processes, goals, pain points, preferences, and any other essential information that isn’t already captured in the Discovery documents.

We can do the Download call before or after Discovery, whichever makes the most sense. If there’s a lot to cover, we can do a screenshare during our call so you can walk me through everything and point out what’s most important.

Based on the information gathered through Discovery and Download, we can refine our list of deliverables to right-size the scope of work.

I’ll update the Proposal to reflect any changes and send to you for review so we’re on the same page before the main work begins.

Once we have our scope finalized, I’ll start creating drafts of the documents or materials and submit them for review using our shared Google Drive folder.

If we’re working in Google Docs, we can use “suggestion mode” for edits and comments so I can make sure everything gets addressed.

If we’re working in Adobe InDesign, I’ll make a PDF and we can use the markup tools in Acrobat to make notes.

The proposed timeline will generally include two rounds of review (one for content and one for layout and design), depending on the nature of the deliverables. If more rounds are needed, we’ll amend the timeline accordingly.

I’ll finalize all documents in our shared Google Drive folder and make you the Owner of the folder and all files therein.

If the deliverables include any files created in Adobe Creative Suite, both the packaged editable files and the final PDFs will be uploaded for you.