Client Onboarding

Client Onboarding

Hi there! Welcome to Otterpine! We're really looking forward to getting to know you and so excited to work on your book/project! Please feel out the form as completely as possible as we'll use this form to start the process for building your book production schedule. We know that you might not have all of the answers figured out yet, but that's OK! We'll help you finalize some of these answers/decisions in the weeks and months ahead. If you have any questions, please reach out to your production manager.
Name*

First NameLast Name
Email*
example@example.com
Phone number*
Please enter a valid phone number.
Birthday (no need to tell us the year)*
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
If your manuscript isn't complete, when do you expect it to be ready?*

MonthDayYear
Date
Do you have a publication date in mind?*
Things may have changed since we last discussed your project. What production services are you still interested in?*

Full Production (Everything)Ghostwriting/Manuscript CoachingEditorialCover DesignInterior Layout for PrintE-Book FormattingAudiobook Production (additional $1K to $3K)Full illustration (like a children's book)Illustration/Design Elements (like charts and graphs)Rights ReversionOther
Most books typically need two to four passes of editing/proofreading. Has your book already been professionally edited? If yes, how many passes?*
What kind of book do you want to produce?*

HardcoverPaperbackNeitherBoth!
Anything else you want to share about book production and what you envision with your book design? Feel free to be as detailed as possible, but also know that we'll help you figure this out during the book production process.*
Let's wrap our heads around the plan for printing and distribution. Please select all that apply!*

My budget for printing is limited, and I only want to set up for print on demand on Amazon and Ingram Spark onlyI want to print a high quality, sewn hardcover bookI want to sell my books on my own site.I need your help to fulfill my book orders from my own websiteI hate Amazon. Let's never use it!I need your help to figure it outOther
Anything else to share on printing and distribution?
If you plan to produce an audiobook (check all of that applies)*

I definitely want to record an audiobook!I don't ever want to record an audiobookI'll handle this one on my own.I want to narrate it myself but need help with productionI'd like to hire a professional narratorMaybe I'll record one, but I need to understand how much it'll cost first.Other
Anything else to share on audiobook production?
How many print books do you hope to sell in your first year? It's OK to be optimistic! :-)*
Do you have a sales/marketing platform already? This could be a mailing list, a client list, social media following, or something else.*
We used Slack for communication with our clients. What's your preference?*

Slack is great! I already use it on a paid plan, so please use Slack ConnectSlack is great, but I don't use it very often. Please add me as a guest.I really, really, really prefer not to use Slack. Can we please stick to email?Other
What email address would you like to use for Slack?
Would you like to have recurring calls through the course of your project or schedule calls when needed? Sometimes recurring calls may last only 15 minutes but can help with forward progress and communication through the project. We're open and happy to what you prefer.*

Yes, let's schedule a recurring time every other weekYes, let's schedule a recurring time every monthI'd prefer to schedule calls when needed
We typically invoice every month for the work done in the previous month. This means the invoice amount each month can vary quite a bit. Would you prefer:*

I'm OK with invoices of varying amounts from month to month.I'd prefer to pay a retainer that stays consistent from month to month through the course of the projectOther
We default to issuing invoices to YOU, but please let us know here if you'd prefer that we issue invoices to a business/entity instead.*
Do you need help with with promotion, marketing, and PR? Note that this question helps us to start the dialogue around PR and marketing work, but we won't start work until we develop a scope of work.*

I haven't thought through marketing and I want your help to develop a holistic marketing approach ($1K to $7.5K))A very large PR campaign like what they do in the traditional publishing world ($10K+ budget)I've got marketing coveredI'm not sure yet, but I'd like to talk more about it!Other
Please share more info on marketing support you think you may need.*
What are you trying to achieve with your book? Think big picture. Are you trying to develop validity around a larger brand? Trying to become the next J.K. Rowling? Using it for leads for your coaching business? Don't care if it's a commercial success? Building a high touch project for your super fans? *
How would you describe your target reader? Be as specific and niche as possible.*
Share three books that have a similar target reader as you described above, and share how your book differs from these three books.*
Please upload any applicable files/documents either here or to your client Drive folder. This could include things like the latest version of your manuscript, cover copy you've written, illustrations, and more. You're also welcome to link to any of these files in the text box below!

Cancelof
If you prefer, you can add links to files here:
Is there anything else you'd like to share?
Should be Empty: