Purpose of This Step: To confirm the collaboration details, provide any needed support, and ensure the opportunity moves forward smoothly. This step helps solidify momentum after the connection call and creates clarity for both parties.

What This Step Involves

After a successful call, your job is to formalize the agreement and take the lead in keeping things on track. This includes summarizing the plan, answering any outstanding questions, and making it easy for your partner to take the next step.

Instructions

1. Send a Follow-Up Summary
2. Within 24–48 hours of the call, send a brief recap email confirming what you discussed.
3. Include:
4. The format of the collaboration (e.g., podcast interview, webinar)
5. The topic or working title
6. The proposed timeline or date
7. Any next steps or materials needed
8. Example: “Thanks again for the great call. I’m excited to collaborate with you on a webinar for your HR leadership group. As discussed, I’ll present on ‘Creating Stability Through Compliance.’ We’re targeting mid-July, and I’ll follow up next week with a short outline and suggested dates.”
9. Provide Support Materials (If Needed)
10. Offer a short bio, headshot, or promo blurb they can use.
11. Share any tech or format preferences (e.g., Zoom link, interview questions, etc.).
12. Confirm what platform or system they’ll be using and if you need to provide anything (social graphics, email content, etc.).
13. Put a Reminder on Your Calendar
14. If there’s a delay before the event or recording, create a calendar reminder to check in.
15. Don’t assume they’ll drive the process—your follow-up is key to moving it forward.
16. Use the Worksheet (Optional)
17. Record all final decisions.
18. Note delivery deadlines, recording dates, or publication timelines.
19. Flag any outstanding to-dos or partner requests.
20. Offer a Point of Contact
21. Let them know how to reach you directly for anything they need.
22. Reinforce that you’re there to make it easy and successful for them.

Pro Tips

• Be proactive. Most opportunities stall because no one follows up.
• Keep the tone confident, appreciative, and clear.
• If something changes on your end, communicate early and professionally.

What Success Looks Like

• You’ve confirmed all key details in writing.
• Your partner feels supported and clear on what to expect.
• The collaboration is scheduled, aligned, and ready to move forward.

Next Step

Move on to Step 8: Track Everything. You’ll want to record the outcome, follow-up items, and any learnings for future outreach.