Category: Project Coordinators Toggle Comment Threads | Keyboard Shortcuts

  • Becky 12:33 am on November 17, 2013 Permalink |
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    Categories: MM and Report Writers | Project Coordinators ( 19 )

    Free Reports: How to create, what to include, length, formatting 

    Free report recording here (skip to 3 minutes in): http://www.counselingwise.com/free-report

    Advice:

    • Make it no less than 3 pages long — 5+would be better — it is called a “report”, after all!
    • It should be about something her clients really want and will be motivated to download… go back to the Dig Deep Exercise for that population — what do they secretly want? or how to alleviate their worst pain… give them steps or tips they can implement and feel a shift. Or use an assessment approach, such as — is this just a hard patch or do you really need couples counseling before it’s too late?
    • The title needs to be really, really strong. If you need help with a title, I can help and Meagan can help, too. We both have a tool we can use to help us create strong titles.
    • There should be a bio for the therapist at the end

    Here is a sample free report: Jonathan Zalesne Report Final 11-15-2013

     
    • Jessie Lucier 5:19 pm on November 18, 2013 Permalink | Log in to Reply

      Per the bio, what should be used for group practices?

      • Becky 5:46 pm on November 18, 2013 Permalink | Log in to Reply

        Great question!

        I’d ask the practice owner. For Orenstein, for example, if you’re doing a report on Couples and Susan is the couples person there, I’d have the bio be about Susan.

        Jan at BPS may want his bios to be about BPS, though, since he’ll want to use the report even if the therapist who helped with it leaves.

    • Meagan Vitek 11:30 pm on December 5, 2013 Permalink | Log in to Reply

      A Free Report should also include the following:

      Titles and Subtitles ( try to keep the content under each subtitle fairly short, and I leave space before each subtitle)
      Space on the page, and “chunks’ of content make a report much easier to read.
      Page border (click Layout, then Borders, then Page Border)
      A Cover (The cover of your report should: Be 3 Dimensional, have a large font for the title so it’s readable on a computer display, have colors that stand out on your site, yet don’t clash with your site.) – clients can create their own cover at http://fiverr.com for $5 or we can design one for them.

    • Becky DeGrossa 4:13 pm on September 14, 2014 Permalink | Log in to Reply

      Titles: Said above that they need to be really strong. One addition — a negative slant typically works better than a Polyanna one.

      Example:
      Title: 3 Signs That Your Relationship is Heading in the Wrong Direction

      is much more likely to get opt-ins than…

      Title: 7 Keys to a Healthy Relationship

      Good titles point out a problem or incite fear (just look at newspaper headlines, covers of magazines, etc.)

  • Becky 11:59 pm on November 16, 2013 Permalink |
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    Categories: Project Coordinators ( 113 )

    Naming convention for STWP projects in LGED 

    Note: Modification to Naming convention as of 11/18:

    CHANGE OF PLANS!
    Through further discussion, we’ve decided to change this naming convention. To keep with the current convention in use for the 80+ projects already in LGED, the project naming convention will now be:

    Websitename.com – Firstname Lastname – STWP mmdd

    (Original post) Posted for Jane:

    Gang, as some of you know, for the new Smart Therapy Website Program will have its own type of billing, and other defining characteristics, such as the form clients have filled out prior to kickoff.

    To define these clients as such, please adhere to a Naming Convention that should be used at every phase of the project, such as setting up clients in LGED, setting up folders in Google Docs, etc.

    The convention is this:

    denise barnes soulsavvy.net STWP 1113

    That is… client name first then last / their current web site / STWP to denote their status as that type of client / the month and year, so that is Nov. 2013.

    With lots of new clients and lots of new employees, please adhere to these standard naming conventions to make all of lives easier. Thanks! Jane

     
    • Becky 12:00 am on November 17, 2013 Permalink | Log in to Reply

      Project Coordinators: Please set up your projects in LGED prior to the first meeting with the client.

    • Juliette Cook 5:23 pm on November 18, 2013 Permalink | Log in to Reply

      When setting up projects – we should have predetermined categories as I did with Joseph Weiss/Denise Barnes. Question for LGED – how do we copy categories from one project to another or does this require a template?

      • Becky 5:53 pm on November 18, 2013 Permalink | Log in to Reply

        Hmmmm, Juliette, when I look at Joseph’s project, I don’t see any categories in use. http://stwproject.cwdevel.com/wp-login

        The new template that we’re working on will copy categories over when used to create a new project.

        Am I missing something?

        • Becky 5:55 pm on November 18, 2013 Permalink | Log in to Reply

          Maybe you mean the grouping that was there in the old project template?

    • Becky 6:33 pm on November 18, 2013 Permalink | Log in to Reply

      CHANGE OF PLANS!
      Through further discussion, we’ve decided to change this naming convention. To keep with the current convention in use for the 80+ projects already in LGED, the project naming convention will now be:

      Websitename.com – Firstname Lastname – STWP mmdd

      Thanks, all!

  • Becky 5:13 am on November 16, 2013 Permalink |
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    Categories: Project Coordinators | Wordpress Developers ( 113 )

    Browser Issues 

    What if your client is seeing different things that you are, because they are using a different browser, but you can’t replicate it or see what they’re seeing?

     
    • Becky 5:28 am on November 16, 2013 Permalink | Log in to Reply

      Usually if they can tell us the browser and whether they’re on a pc or mac, we can reproduce it.

      In fact, there’s a tool that will display a site on different browsers: http://browsershots.org/

      I need to come up with a new correlation for “this is the game we’re in and we’re spending this time on YOUR site, not on ours” so that no one can bitch about being charged time for stuff like this. If any of you can think of a good way to say that, let me know.

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