Creator Onboarding Document
Welcome! This onboarding document will help us understand your brand, audience, and goals so we can set you up for success. Please fill this out as thoroughly as possible.
(The email you're most active on)
Social media profile links
(TikTok, Instagram, YouTube)
Who is the ideal customer for your high-ticket offer, including their age, life stage, and aspirations?
Speaking from experience, what motivates your customer to pursue these goals, and what challenges or objections might prevent them from enrolling?
What is the ultimate transformation you promise?
(Example: I help [X] achieve [Y] by [Z].)
Please share your brand assets (logos, design materials, etc.).
(Paste the links below and upload all your PDFs, images, etc.)
What digital products have you created? Please provide links to all your digital products (PDFs, Loom, Wistia, YouTube, etc.).
(List all your digital products (community, courses, coaching, etc.) with links below and upload all your PDFs, videos, etc.)
What’s the name of your current offer/course?
What’s the current progress of your course content?
What’s the current progress of your course content?
If your course is already live, please share access info.
What common questions do you get about your course from students or prospects?
Have you used email sequences to sell your digital products?
(If yes, please share them with links below or use the same Drive Folder as before to upload docs, PDFs, etc.)
Are you willing to answer DMs from customers?
Are you willing to answer DMs from customers?
If yes, will you provide unlimited DM access?
If yes, will you provide unlimited DM access?
Are you willing to personally onboard customers (at least in the beginning)?
Are you willing to personally onboard customers (at least in the beginning)?
If yes, how many customers can you onboard per month?
Would you offer 1:1 coaching as part of your program?
(Example: Fans can book 2x 15-minute 1:1 calls per month during the program.)
Would you offer 1:1 coaching as part of your program?
Please share any sales assets you have used in the past to generate digital product sales (landing pages, testimonials, etc.)
(If yes, please share them with links below or upload your files.)
What is your current monthly revenue from digital products?
What type of funnel are you currently using?
Do you use an email marketing software?
Do you use an email marketing software?
Are you open to switching email software if needed?
*
Are you open to switching email software if needed?
What are your main brand colors?
Are there any brands or creators whose design you love and want us to use as a reference?
(Feel free to link websites, IG pages, or even Pinterest boards.)
What are your primary goals for 2025 as a creator?
