Onboarding

Client Onboarding — Peter Balandra, Direct Response Copywriter
1
Business
2
Customer
3
Offer & Proof
4
Voice & Tone
5
Goals & Assets

You’re All Set.
I’ll Take It From Here.

Your onboarding form has been submitted. Expect your first batch of copy in your inbox within 7 business days.

While you wait — nothing you need to do. I’ll review your website, your competitors, and everything you shared.

  • 1I review your answers, your website, and your competitors — usually takes 1–2 days before I write anything.
  • 2Your first deliverables land in your inbox — website copy, email sequence draft, and first ad set.
  • 3You review, give feedback, I revise. We go back and forth until it feels right.
  • 4You deploy the copy and we track what’s working. End of Month 1, I send your first copy audit.
Step 1 of 5
Tell Me About
Your Business

The basics first. The better I understand what you do and where you operate, the more precisely I can write copy that speaks directly to your local market.

⏱ About 4 minutes
Why this matters: Dan Kennedy said it best — “The more in touch you are with your customers, the more probable your success.” This form is how I get in touch before writing a single word.
Be specific — list the main services you offer, not just the category.
Step 2 of 5
Who Is Your
Ideal Customer?

This is where most copywriters cut corners — and where I don’t. The quality of this section directly determines how well your copy resonates with the people you actually want to attract.

⏱ About 5 minutes
Copywriting principle: Your copy doesn’t reach a crowd — it reaches one person at a time. The more specifically you can describe that one person, the better every word I write will land.
Not demographics — give me a picture. Who are they? What do they care about?
Their Pain & Fears
Kennedy’s #1 question: What keeps them awake at night, eyes open, staring at the ceiling? Answer it specifically.
Not the service itself — the underlying outcome. People don’t want a roof replacement; they want their family to be safe and dry.
Their Language
Not technical terms — the words they say when they call you. Quotes from real customers are perfect here.
Step 3 of 5
Your Offer,
Your Proof

This section builds your Proof Vault — every credential, guarantee, result, and testimonial I can pull from to make your copy credible.

⏱ About 5 minutes
Jim Edwards’ rule: “Any time you make a claim, you need something to back it up. Testimonial, case study, statistics, expert endorsement.” This section builds that backing.
Not “better service” — what do you actually do differently? Think: guarantees, speed, process, certifications, pricing model.
List every guarantee you offer — satisfaction, time, price, outcome.
Your Numbers & Credentials
Specific and results-oriented. Include the customer’s name.
Step 4 of 5
How You Sound
When You’re at Your Best

Your copy should sound like you — just sharper and more persuasive. Answer these honestly, not how you think you “should” sound.

⏱ About 3 minutes
Forget how you’d describe yourself — how does a happy customer actually talk about you?
An email, voicemail script, text message, or Facebook post — anything in your own words.
What to Avoid
Step 5 of 5
Your Goals &
What I Need to Start

Last section. Tell me what success looks like for you, what’s most urgent, and share any existing assets.

⏱ About 3 minutes
Seasonal push coming up? A promotion you want to run? A competitor who just moved into your area?
Website, Google Business Profile, Facebook page, any current ads — paste links. I’ll review it all before writing.
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