Module 13

Client education material

Glossaries, summaries, guides. Stuff that turns clients into advocates.

Educational material you give clients during and after the engagement does two jobs: helps the client, generates referrals. Most podcastings hand over generic brochures. Your own branded materials are a 10x improvement in an hour.

What to build

Plain-language glossary

Glossary one-pager
1-page glossary for podcasting clients. 12-15 terms.

Each:
- Term (as they see it on paperwork)
- 1-2 sentence plain-language definition
- 1 sentence why it matters to them

No jargon defining jargon. For a non-professional reader.

Format for Canva/Word.

The "what you actually got" summary

Service summary one-pager
1-page "what you actually got" summary client keeps.

Structure:
1. One-sentence "what this is"
2. What it does for you (3-4 bullets)
3. What it does NOT cover / NOT include (3-4 bullets)
4. What to do with it (storage, reminders)
5. When to call me (specific triggers)
6. Space for: contact, date, reference info

Clear, respectful, plainspoken.

Branding the output

Claude writes content. You format + brand it:

Export as PDF. Email after each new engagement, print for in-person meetings, post on your site (with PII placeholders) as free resources.

This week's task