What one webinar turned into

We never publish client work: every campaign stays confidential. So this sample is built from a fictional firm and speaker. The files are exactly what our production system made from the recording, with the same format, design and checks a client receives.

The source

“Why approved rate changes quietly revert”Northstar Advisory · client webinar · Maya Chen, Managing Partner
Day 1 recording inDay 2 review linkDay 3 final files

A 10-page field guide in the client’s own brand

Typography and colour are taken from the client’s website. Every quote and figure is checked against the recording and marked with the time it was said. Open the full PDF →

Cover of the Northstar Advisory field guide: The rate the partners approved is not necessarily the rate clients pay

The rate the partners approved is not necessarily the rate clients pay

The webinar kept returning to one idea: rate changes fail in the handover from partners to account teams, not in the spreadsheet. The guide argues that point, using the speaker’s own examples as evidence.

  1. 01Approval does not mean the new rate held
  2. 02A number and a date are not enough
  3. 03Write the client sentence
  4. 04Hear what the old-rate question is testing
  5. 05Decide what the first no may change
  6. 06Put the invoice review in the calendar now
Guide page 3
A figure page. The number is shown exactly as it was said, with the moment it was said.
Guide page 5
A method page. The steps the speaker described, laid out so a team can follow them.
Guide page 7
A comparison page. Two ways to handle the first refusal, side by side.

The guide’s argument in eight slides

Uploaded to LinkedIn as a document post, so readers swipe through it in the feed. Open the carousel PDF →

Carousel slide 1 of 8Carousel slide 2 of 8Carousel slide 3 of 8Carousel slide 4 of 8Carousel slide 5 of 8Carousel slide 6 of 8Carousel slide 7 of 8Carousel slide 8 of 8

Eight posts, each with its own visual

Written in the speaker’s first person. Each post works on its own and points back to the guide. Two of them are shown in full below.

Visual for post 1

Last year, we reviewed 40 pricing changes at services firms. Partners unanimously approved 31 of them. Yet 19 of those 31 had quietly reverted within 90 days. A partner vote settles an internal decision. It does not tell me what an account lead will say when a client asks for the old rate, or what that client will be invoiced. I would make the handover part of the rate decision: prepare the explanation, set the boundary for the first refusal and assign an owner to check the invoices.

Get the guide →

Visual for post 6

I decide what a first no may change before a client says it. An account lead should not have to settle the firm’s position during a difficult call. Before announcing a rate change, I would agree the boundary with everyone who will speak to clients. Scope or payment terms may flex. The rate does not move in the first conversation.

Get the guide →

Visual for post 2Visual for post 3Visual for post 4Visual for post 5Visual for post 7Visual for post 8

Short clips for the feed, in the same design

The key figure and the strongest line, animated in 4:5 for LinkedIn. When the client sends the video file, we also cut captioned clips of the speaker.

Figure clip · 11 seconds
Quote clip · 8 seconds

Why this angle, and when each piece goes out

An editorial brief shows the strongest ideas in the recording, the angle we chose and what we left out. The 30-day plan schedules every piece, with a calendar file that adds it all in one click. Open the PDF →

Editorial brief for the Northstar campaign
The editorial brief: the angle, the three strongest ideas and what was left out.
30-day publishing plan for the Northstar campaign
The publishing plan, also delivered as a calendar file.

Three short emails, one job each

Email one delivers the guide. Email two develops the sharpest idea. Email three opens the commercial conversation. This is email two.

Labelled blocks, ready to place

Delivered with each block labelled, so whoever runs the website can place it without a briefing.

Eyebrow

Guide for managing partners

Headline

The rate the partners approved is not necessarily the rate clients pay

Subheadline

How to prepare the client conversation, decide what the first no may change and check what was invoiced ninety days later.

Form heading

Get the rate-change guide

Button

Download the guide

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