My copywriting process: What it’s like to work with me

Note: this post was written back in 2022 and my process has since changed slightly. See the services page for an overview of how I work or book a discovery call to find out more. 

“What’s your copywriting process?”

It’s a question I’m often asked when speaking with new or potential clients.

And rightly so.

As I mentioned in an earlier blog post ‘7 positive signs indicating you’ve found your ideal copywriter’, it’s important to suss out whether any freelancer is a good fit before you work with them. Not just in terms of values but also work styles – their typical process gives you a glimpse of this.

Not all freelancers have a defined process. And that’s okay. We’re entitled to take the approach that works for us – that’s a key perk of freelancing!

But for this freelancer, defining my process helps me achieve consistency in my personal workflow and how I work with my clients. Now, this process is “loosely” defined and can vary based on the client, type of work and length of project.

Still keen to discover what it’s like to work with me? Keep reading for my 6-step copywriting process.

Step one: Questionnaire

If this is our first time connecting, I’ll probably send you a link to my briefing questionnaire to answer 10 or so background questions about your business, goals and purpose for your content.

The questionnaire asks for information such as:

  • Your brand & story
  • Your business vision & missions
  • Your brand values
  • Target customer/client(s) (values, drives, desires, fears, challenges)
  • How your work solves your customer/client’s challenges
  • Your unique selling proposition
  • Content needs
  • Any work done to date – challenges, past results
  • Desired outcome – what does success look like?

This step gives me an idea of whether I have the right skills, experience and time to give you the content or copywriting support you need.

Step two: Discovery

Once you submit the questionnaire, we’ll have a free 15 to 30 minute discovery call to chat further about what you require, how I can help you and agree on the writing brief.

This step helps me get to know your business and goals so that the message aligns with your brand. Because it’s not about my voice, it’s about your voice and establishing a genuine connection with your readers.

During our discovery call, we’ll talk about things like the story behind your business so I can better understand your purpose and make sure that’s evident in your content. We’ll also cover whether you’ve done similar projects in the past, the results, and any work you’ve done so far on the project you’d like me to contribute to. This will help us avoid any rework and build on the work previously done.

Then, depending on the writing service you need (website content/copy, blog writing, case studies, business communications), we’ll get to the more targeted discussion. For example, if we’re chatting about website copy, I’ll ask you questions such as:

  • What is the first thing you want your reader to know about you and your business?
  • What is the core pain point you help your customers address?
  • What are the features and benefits of your solution?
  • What action to you want your audience to take when visiting the site?

Step three: Proposal & Contract

Based on what I’ve learnt about your business, objectives and content needs, I’ll draw up a proposal including my understanding of your needs and goals, and options for you to choose from, including fees.

Once you choose and option and give me the thumbs up, I’ll send a contract covering the scope of work, key activities, project timelines and pricing. This helps to align our expectations for our working relationship.

I encourage my clients to read the contract word for word. I know it goes without saying but it’s important for us to remain on the same page. It’s an opportunity before paying the deposit for you to raise any questions or points for clarification. It’s in both our best interests!

Why? Because scope creep is real. I’ve witnessed it many times in my consulting life. It also comes at an additional cost (I’ve got to earn a living!).

Step four: Deposit invoice

After you approve the quote in writing, I’ll send you a deposit invoice (usually 50% of the fixed fee) for payment before I start work on your project. This allows me to focus on your project rather than getting distracted and worrying about whether I’ll get paid for my efforts.

Step five: Project activities

As part of step three (quotation), I would’ve noted any supporting documents or additional info I need from you to help me write your content. This may include a business plan, brand strategy, tone of voice guide and product/service related documents. I promise to deal with this info in confidence!

Once I receive the information I need from you, I’ll start work on the key activities (also outlined in the quote) to write your content, check-in as needed & send you the draft for feedback. For larger projects, I’ll provide a proposed content plan for your input before writing the first draft.

My work process means that most of the key info will be exchanged during the briefing and discovery stage. This means less meetings are needed. And no meetings means more time in your calendar for the things you need to focus on!

Even so, I work collaboratively with open communication to ensure that your content writing needs are met and will provide you with regular updates by email so we stay on the same page.


Step six: Project completion

After I send the draft content, I’ll give you some time to read through it, gather your thoughts and let me know your feedback. This may involve jumping on a call to talk through it, so nothing is lost in translation. Your quote will generally include one complete round of revisions so it’s best to collate all your feedback before sending it to me.

As the final step, you’ll receive the final content incorporating your feedback, plus a final invoice for payment. If I’m super organised, I might also send a request for feedback on my services so I can continue to grow and improve as a copywriter.


If you’ve made it this far and are still interested in working with me to help you write content that effectively shares your message – contact me for a no-obligation discovery call.

If you’re still deciding whether I’m the writer for you, stalk my Instagram or join my email list for regular tips and insights on how to write copy rooted in empathy.

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how we can work together


brand voice guide

Discover your unique brand voice so you can stand out and be heard among the noise. Keep your messaging consistent with a complete Brand Voice Guide.

branding solutions

I’ve teamed up with Oddly Creative Agency to give you comprehensive branding solutions to help you create a captivating brand that is seen and heard.

website copywriting

Crafting compelling words on your website through language, tone and positioning. Includes copy audits and editing existing words for greater impact.

blog writing

Regular blogging packages or stand-alone blogs to share insights with your audience, build authority and drive traffic to your website. 

strategic content

Content with big impact to move forward in your business strategy. Includes press releases, email newsletters, proposals and sales decks.

master your message

Want to hold the reigns and write your own copy? Receive one-on-one coaching and guidance via video call with yours truly, so you can write copy with confidence.

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