Client Niche Test Checklist & Sales Call Qualification Checklist

PASSPORT TO PINTEREST

Welcome to Passport to Pinterest!

Module 1 - Foundations: The Basics of Pinterest for Marketing and Setting Up a Killer Profile

Pinterest For Business Overview (12:42)
"The Context" of Marketing on Pinterest (25:02)
Pinterest Basics: Setting Up The Profile - For You and Your Clients (34:42)
Pinterest Niche Boards & SEO (19:50)
(NEW) Behind-the-scenes of a Client Profile Refresh (5:22)

Module 2 - Foundations: Strong Pins & Designs That Get Clicked

Pin Types: Standard Pins vs. Idea Pins vs. Promoted Pins (25:31)
How To Design Standard Pins with Canva (Tutorial) (26:38)
How To Create an Idea Pin (Tutorial) (21:10)
Uploading Pins/Anatomy of a Solid Pin That Gets Engagement (9:28)
** CHECK-IN TIME **

Module 3 - Foundations: Major Strategies to Skyrocket Growth & Save Time

UPDATED Organic Pinterest Strategies, How Often To Pin, What To Pin, Etc. (38:09)
How To Schedule Content in Advance with Pinterest (8:48)
How To Schedule Content in Advance with Tailwind (21:35)
"Fresh Pin" Strategy Using Tailwind (11:15)

[Freelancer Track] Module 4: Know Your Numbers! Stats Tracking & Analytics

How To Find the Right Clients To Work With (10:37)
Tracking Pinterest Analytics - and the most important metrics to understand for your clients (11:26)
Spreadsheet Templates (Analytics, Monthly Reporting, etc.) (10:41)
Client Workflows: Foundation Setup & Monthly Client Checklist
Additional Tips & Tricks for a Boost of Engagement (18:07)

[Creator Track] Module 4: Specific Tips & Strategies To Rock Pinterest as a Creator/Blogger/Influencer/Biz Owner

Using Pinterest as a Creator vs. as a Traditional Business (18:53)
Pinterest Account Setup & Monthly Workflow
Media Kit Example (15:32)
Pinterest Collaboration Examples (Behind-the-scenes) (12:41)
Needle-moving Tasks Based On Where You Are as a Pinterest Creator (11:48)

[Freelancer Track] Bonuses: Getting Clients, Sales & Negotiations, Money Mindset, What To Charge

[Freelancer Track] Bonuses: Logistics Training + Extras

Logistics for Freelancers + Setting Up Your Online Business (57:15)
Social Media Clients: Numbers Tracking Sheet Template
Suggested Resource List: Books, Podcast Episodes, & Meditations for Freelancers and New Business Owners!
Tailwind: Free Trial*
High-energy Spotify Playlist for Positive Vibes

[Removing Soon] Outdated Tutorials (Check Other Sections for Updates!)

Creator Rewards: Eligibility and Applying (20:19)
Creator Rewards: Getting Started Once You're In (16:46)
Creator Rewards: Monthly Planning Sheet & Tutorial (13:22)
Creator Rewards: A Few Things To Know... (19:30)
Monthly Client Checklist for Pinterest (Now Outdated, See Updated One In Modules) (19:37)
Group Board Strategies for Organic Growth (35:05)

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