What to Gather
Before We Build
Prepared clients get stronger profiles. Here's exactly what to gather across 7 content categories before your Legacy Profile Pro™ build begins.
7 Categories
Content Checklist
You don't need everything perfect before starting — rough drafts and notes are fine.
Identity
Your professional identity is the foundation of everything — your name, title, and positioning set the tone for the entire profile.
What to Gather
- Your full name and professional title
- A one-line positioning statement
- Your credentials or certifications
- Years of experience
- Primary professional role(s)
Biography
Your story builds trust and connection. Even a rough draft gives us a starting point for a polished biography section.
What to Gather
- A short bio (150–300 words is fine)
- Your professional journey and key turning points
- Your mission or calling statement
- What drives your work
- Your values or philosophy
Projects
Projects are the heart of your portfolio. A clear list of what you've built, taught, led, or created shows your body of work.
What to Gather
- Project or program title
- Who it served
- Problem it solved
- What was created or delivered
- Impact or result (even estimated)
Services & Offers
A clear list of services helps visitors understand what you offer and how to engage with you.
What to Gather
- Service names and short descriptions
- Who each service is best for
- What's included in each service
- Pricing direction (starting range or 'custom quote')
- Booking method preference
Books, Courses & Resources
Published works, courses, and resources demonstrate thought leadership and give visitors ways to engage with your expertise.
What to Gather
- Book titles and short descriptions
- Course names and platforms
- Workshop titles
- Downloadable guides or toolkits
- External links (bookstores, course platforms, etc.)
Testimonials & Proof
Social proof builds trust. Even a few kind words from colleagues, students, or clients can significantly strengthen your profile.
What to Gather
- Written testimonials (with permission to publish)
- Quotes from colleagues or community members
- Impact statements or results
- Community or student feedback
Booking & Contact
A clear booking and contact pathway is essential for turning profile visitors into clients, students, or consultation bookings.
What to Gather
- Preferred booking method (Calendly, Google Calendar, manual, etc.)
- Contact email or form preference
- Availability or response time preference
- Consultation types and durations
- What you need from someone before a first call
Ready to Submit Your Content?
Don't wait until everything is perfect. Start the intake form with what you have — we can fill in the gaps together.
Take the Next Step
Ready to organize your
life's work?
Whether you need a consultation, a full platform build, or just want to explore possibilities — let's talk.
Booking integrations (Calendly, Google Calendar, Stripe, PayPal, Zelle, manual invoice) prepared for future phases. Demo only.