Client Intake: Content & Blog

What this workflow covers

A short intake workflow that helps you share your content goals, your existing material, and your publishing preferences — so your consultant can arrive with a concrete content strategy to discuss. Takes about 10–15 minutes.

Step outline

1. 1

   Welcome

   In this step, the goal is to welcome the user, set expectations for this workflow, and collect their name and email before any substantive questions begin. Do not ask content or blog questions until name and email are captured.

   - Name: User provides their first and last name. - Email: User provides their email address.

2. 2

   Content Topics

   In this step, the goal is for the user to share what they would write about and what expertise or perspective they want to bring to their audience through content. Help them brainstorm topic areas, the unique angle or voice they'd bring, and the questions their audience is asking that they could answer. If the user doesn't know what to write about or has never created content before, help them surface their expertise by asking what topics come up most in their conversations with clients or patients, what misconceptions in their field they'd like to correct, what advice they find themselves giving most often, and what they wish more people in their audience understood.

   - Main topics: User describes the subjects or themes they want to write about. - Unique angle: User describes the perspective or voice they would bring that is different from others. - Audience questions: User describes the questions their clients or audience most commonly ask them.

3. 3

   Existing Content

   In this step, the goal is for the user to take stock of any content they have already created and describe how they currently produce content, if at all. Help them identify reusable material — presentations, articles, social posts, newsletters, talks — and assess their current content creation capacity.

   - Existing content: User describes any content they have already created that could be reused or repurposed. - Current creation process: User describes how they currently create content, or says they do not have a process yet. - Available time: User describes how much time they can realistically spend on content creation.

4. 4

   Publishing Goals

   In this step, the goal is for the user to describe how and where they want to publish content, and at what frequency. Help them think realistically about cadence, platforms that fit their audience, and the format that suits them best.

   - Publishing frequency: User describes how often they want to publish (or what feels realistic). - Platforms: User names the platforms they want to publish on (blog, LinkedIn, newsletter, etc.). - Preferred format: User describes the content format they prefer or feel most comfortable with.

5. 5

   Your Summary

   In this step, the goal is to synthesize all prior answers into a clear, structured content and blog brief the consultant can review before the meeting. Present the full summary in chat first, then ask the user to confirm it is accurate before saving.

   - Summary review: User reviews the synthesized summary of their content and blog answers. - Summary approval: User confirms the summary is accurate and ready to save.