My Writing Systems and Procedures

Contact and Communication

Easy, consistent communication is important to meet your project deadlines. I use email, phone calls, Skype, text messages, social media and shared document sites (e.g. Google Docs, Google Drive.)

I encourage you to email, leave voice or text messages at any time. Email is the best method to reach me.

Phone/Text: 651-592-7026

Discussing the Project and Questionaire

To get started with a potential project, I will send you a complete Discovery
Questionnaire. This will help both of us clearly define the scope of the project and ensure maximum results. I will send you a link to the Questionnaire through Google Docs or Word via email. Please return it to me as quickly as possible — for most clients that is between 1 and 3 business days.

After I receive the Discovery Questionnaire, I review and study your answers, plus any other applicable initial research needed. From there, I will outline a short Project Roadmap. This will save you time and help you see that I fully understand the project. It will also be the basis for our Launch Call.

3-10 days after I receive the Discovery answers, we will schedule a 20-minute Launch Call. During this call, we will discuss the Project Roadmap. I will listen to any additional directions and insights you have on the project.

Following that call, I will draft and send you an Agreement. If your legal team has an Agreement, we can use that.

Investment and Getting Started

Once we have agreed upon the project, I will send you an Agreement form for us to sign. Note: I require a deposit of 50% of the project when we sign the agreement.

When the signed agreement and initial payment are complete, I begin to work on the project.


I will review any material you have sent me. My research process is very comprehensive. I begin with a complete review of your website and any other materials you send me. From there, I will research the market, including your competitors. In some cases, I will ask to visit with your customer service team, past clients/customers, and different department heads.

As needed, I will reach out to you for additional details, product samples and other resources. You can be confident that I’ll quickly and effectively understand your product, your voice, and your customer’s core emotional purchase drivers.

The Agreement will contain all the specifics on what exactly I will deliver,
including project deadlines. It will also list your investment for the project and terms of payment. (Note: I require 50% of the project total to begin.)

Once we have both signed the Agreement, I will begin working on your copy as agreed.


Part of our project plan will include status updates. This ensures that we are on track with our project plan. As clients have different preferences, we can decide what will work best on our project for the timing of updates and the method.

I ask that you assign a primary point of contact during the project. That  works best to ensure continuity and efficiency.

Google Docs is a useful tool for sharing documents. We can write there, track changes, comment and collaborate in real time. The shared document is always current. And we do not have to worry about lost copies or emailing the wrong version.

There are other tools as well. If you have a special one you like to use, we can look at that together.

Review of First Drafts

The time to the first draft varies according to the project. The average is 10-14 business days. Once you receive it, you and any necessary team members can then view the draft.

I review all suggested changes within 48 hours of submission. Adjustments are made over the next 2-4 business days, depending upon the depth and complexity of the suggested changes.

If there is a need to choose between options, I recommend that we do a simple A/B split test to find the best answer from your target market.

Additional Reviews

Usually the draft review covers the process well. Sometimes additional fine tuning is needed. I will willingly work with you to finalize the copy. One or two quick turnaround sessions usually completes the process.

As we approach final approval, I encourage my clients to revisit the Discovery Questionaire with me to discuss additional ways to uncover new profits. I also offer a complimentary follow-up by phone post-project to discuss what went well and where improvements can be made.

Final Approval

Once our revisions are complete, I will share a final draft with you. At this point, you approve the copy by sending me an email. It indicates that everything is ready for distribution.

Once I receive the final approval from you, I will invoice you for the remaining 50% balance of the project. The payment is due upon receipt.

Frequently, final copy is sent to a designer for formatting within the intended media. This usually occurs after we have finalized our project. I can work with your design team or review the copy and design elements in combination for the most effective results. I ask that you send me a PDF copy of the final version for my files.

Occasionally, a situation may require a change to final copy not long after it is delivered. I can make a minor revision the first 30 days after delivery if needed.

Transition to New Projects

Post-project, you will receive a complimentary follow-up invitation for a consultation meeting by phone. I appreciate your time to review both the copy’s performance and the project process.

In addition, we can explore additional ways to increase profits and grow your business. Where appropriate, we can map out a new project.

We love to hear from our customers!

Whether you have a question or need assistance, you may contact me anytime…

How can I help you?

You can reach me at:

Contact Dr. Pat