How to create an 'Are We A Good Match' Interactive PDF
There comes a time in your business when you truly find your niche, and you can start being selective about who you work with (dream clients YAS). It actually doesn’t even matter what line of business you are in (though typically service-based works best for this resource), once you start to gain experience on the job, you’ll start to see who your ideal client is, and isn’t.
This idea can also be applied to clients looking for service-based businesses - everyone is different, we all have our ways of working, our own style, and clients should choose accordingly.
So I 100% think having something along the lines of ‘Are We A Good Match’ in the form of a quiz, PDF or online form on your website or within your Intro Pack or Welcome messaging can be really helpful, both for you in establishing who you best work with/will benefit from your services, and for your client to know from the get-go whether they are a good match.
So download the ‘Are We A Good Match’ Indesign template below, follow the instructions, use your own branding and colours, and add this little resource to your onboarding process! :)
Tops for writing your ‘Are We a Good Match’ guide
Be honest, but know that it’s hard to get a feel for a client just from a PDF. So try and word it so they know what they are signing up for but know if they don’t tick all the boxes, they still may be a good fit after a good ol’ coffee and chat.
Don’t try to add too many. This is a great checklist to add to your website or onboarding campaign, but it doesn’t need to be a novel, a few sentences per point (or even adjectives like Good Match = passionate, Bad Match = lazy etc etc) is great.
Download the .ZIP folder with the Indesign file + Idml file and links to fonts used. Depending on your Adobe Indesign version, you will either need to open the Indd. file or the .Idml. file
Download the fonts used in the document OR use your own brand fonts.
Change the title and body copy to anything you wish, simply by double-clicking into the text box and changing re-typing your own words.
Change background and button colours by clicking on them and then double-clicking on the Fill colour box. Add your own hex code here or drag to a colour you want.
Click into the table and change your checkbox text to your own good and bad matches. I have added 9, I’d recommend not adding too many more as you want it to be a quick glance cheatsheet/you don’t want to scare too many people off!
Change your button text to whatever you want your buttons to say.
Also remember to change your hyperlinks to your own links by highlighting the text you want to be a link and then going to File > Interactive > Hyperlinks and then paste in your own unique URL
Change out my website for your website or the contact details you want at the bottom.
Change fonts, font colours and font sizes by going Type > Paragraph Styles and then clicking in to each one to change the formatting.
Once you are happy, go to File > Export… > Format: Adobe PDF (Interactive) and then your PDF checkboxes will be able to be ticked and unticked!