Whitepaper / E-Book Workflow

Lead magnets are complex projects that involve deep research, copywriting, and graphic design. They often take 2-4 weeks to produce.

Workflow Stages

1. Outline & Concept

Role: Content Strategist

• Action: Create task.
• Details: Define the TOC (Table of Contents).
• Goal: What problem does this solve for the reader?

2. Drafting

Role: Senior Copywriter

• Action: Write the manuscript (Google Doc).
• Length: Typically 3,000 - 5,000 words.
• Visual Cues: Highlight where charts/graphs should go.

3. Editing

Role: Editor

• Action: Deep copy edit. Ensure flow and tone.

4. Design/Layout

Role: Graphic Designer

• Action: Layout the text in InDesign or Canva.
• Deliverable: PDF.
• Check: Ensure clickable links in the PDF work.

5. Review

Role: Manager

• Action: Review the PDF. Check for "orphaned text" (single words on a line) and image resolution.

6. Client Approval

Role: Client

• Action: Review PDF.
• Feedback: Often involves design tweaks ("Change cover image").

7. Final Polish

Role: Designer

• Action: Export Final PDF (Compressed for Web).
• Upload: Upload to Assets.