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Our Proven 4-Phase Launch Process

A systematic 90+ day approach to building relationships with your Dream 100 prospects through strategic podcast conversations.

Four Strategic Phases

From foundation to full-scale relationship building with your ideal prospects

Month 1: Foundation

Setup, branding, infrastructure, and pilot episodes

Month 2: Launch

Guest outreach, first interviews, and content creation

Month 3: Scale

Relationship building and follow-up sequences

Month 4+: Optimize

Conversion optimization and business development

Month 1 Foundation Phase

Establishing the foundational systems, assets, and processes required to launch your podcast efficiently

Week 1

Onboarding & Creative Foundations

  • Client Kickoff and Systems
  • Equipment Ordering
  • Creative Asset Collection
  • Creative Discovery Session

Week 2

Design, Branding & Infrastructure

  • Build Draft of Creative Assets
  • Tech Setup and Delivery
  • Social Media Buildout and setup

Week 3

Process Templates & Content Prep

  • Finalize Design for Launch
  • SOP Creation
  • Guest Outreach Buildout
  • Calendar Automation Buildout
  • Build Interview Discovery Script

Week 4

Test Recordings & Backlog Building

  • Interview Equipment Walkthrough
  • Record Launch Episodes
  • Finalize Social Media Templates
  • Draft Launch Social Media Calendar

Month 1 Deliverables

Brand & Creative

• Finalized podcast name & branding
• Professional cover art & YouTube assets
• Branded audiogram templates

Technical Infrastructure

• Recording platform setup & tested
• Editing pipeline established
• Distribution network connected

Content & Process

• 2-3 pilot episodes recorded
• Complete SOP documentation
• Guest booking system ready

Months 2-4+
Launch, Scale & Optimize

Building momentum and converting relationships into business opportunities

Month 2

Launch

  • Begin Dream 100 guest outreach
  • Conduct first 4-6 interviews
  • Launch podcast on all platforms
  • Create social media content
  • Begin relationship nurturing

Month 3

Scale

  • Scale to 6-8 interviews per month
  • Implement follow-up sequences
  • Track relationship progression
  • Begin warm business conversations
  • Optimize outreach messaging

Month 4+

Optimize

  • Convert relationships to opportunities
  • Refine targeting and messaging
  • Scale successful strategies
  • Generate referrals and introductions
  • Measure ROI and business impact

Professional Tools & Technology

We use industry-leading tools to ensure professional quality and seamless execution

Recording

Editing

Management

Distribution

Professional Tools & Technology

We use industry-leading tools to ensure professional quality and seamless execution

Recording

Riverside.fm for studio-quality remote recordings

Editing

Descript for professional audio/video editing

Management

Asana for project tracking and workflows

Distribution

Multi-platform hosting and distribution

Ready to start building relationships with your Dream 100?

Let’s discuss how our proven 4-phase process can work for your business
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Week 1: Onboarding & Creative Foundations

Client Kickoff & Systems

• Confirm business goals and target audience
• Setup Asana project management board
• Create Google Drive folder structure
• Establish Slack communication channels

Creative Asset Collection

• Collect logos, brand colors, and headshots
• Develop show title options and taglines
• Draft show descriptions and positioning
• Begin branding mockups for thumbnails

Week 2: Design, Branding & Infrastructure

Finalize Creative Assets

• Confirm show title and branding direction
• Create podcast cover art (Apple specs)
• Design YouTube channel banner & logo
• Build audiogram templates for social clips

Tech Setup & QA

• Setup Riverside.fm recording platform
• Configure Descript editing templates
• Create YouTube channel with brand assets
• Link hosting to distribution networks

Week 3: Process Templates & Content Prep

SOP Creation

• Guest outreach & intake form processes
• Episode prep & recording checklists
• File naming convention standards
• Episode editing workflow documentation

Guest Booking Toolkit

• Create booking page (Calendly/SavvyCal)
• Design guest welcome email templates
• Build guest info intake forms
• Develop interview prep guides

Week 4: Test Recordings & Backlog Building

Pilot Episodes

• Record 2-3 solo or friendly guest episodes
• Review audio quality and visual presentation
• Refine hosting flow and conversation style
• Test all technical systems end-to-end

Launch Preparation

• Build editing pipeline with branded elements
• Create backlog of 3-4 ready episodes
• Draft launch social content calendar
• Prepare guest outreach list for Month 2

Month 1 Deliverables

Brand & Creative

• Finalized podcast name & branding
• Professional cover art & YouTube assets
• Branded audiogram templates

Technical Infrastructure

• Recording platform setup & tested
• Editing pipeline established
• Distribution network connected

Content & Process

• 2-3 pilot episodes recorded
• Complete SOP documentation
• Guest booking system ready

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Download our free white paper: “How to Build a B2B Podcast That Doubles Your Pipeline in 90 Days or Less”