Practice Growth

Narrative Onboarding: What We Learn About You in 30 Minutes

July 15, 2025
/
5
min read
Rebekah Barton
Chief Visibility Officer

You already have a brand story. You’ve just never written it down or properly trained your AI assistant to use it.

That’s what we do in narrative onboarding.

It’s not a sales pitch. It’s a conversation. In about 30 minutes, we’ll walk you through how you already talk to clients—how you explain what you do, who you serve, and why it matters. You won’t need a mission statement or a branding workshop. Just a few honest answers and examples from the work you already do every day.

From there, we help you document:

  • Your tone
  • Your “why”
  • Your client focus
  • The language you use to connect with your audience

Once your story is in place, we feed it into MAX so every blog, email, and social post sounds like it came from you.

Not from a template. Not from a prompt. From your firm, with your voice.

A Real Example:

This is where everything changes.

When a client tells us,

“I didn’t set out to start a firm. I set out to solve a problem…”

—we know we’ve hit gold.

That single sentence says more than a thousand taglines. It shows intent. It shows heart. It shows clarity. It becomes the foundation for everything that follows.

This type of story isn’t just something you tell once. It’s something you build around for years to come. It becomes your:

  • About page
  • MAX voice profile
  • Newsletter intro
  • Proposal intro
  • Homepage copy
  • Social content

When clients see the story behind the services, they remember it. When AI tools are trained on that voice, they replicate it consistently, across every platform.

And, when your firm finally sounds as good as it actually is? That’s when trust scales.

This is what narrative onboarding unlocks.

What We Ask

We’re not asking for a manifesto. We’re asking for the real stuff. We want to know what you say in meetings, not marketing decks. 

  • What kinds of clients do you love working with?
  • How do they describe you?
  • What’s a phrase you say to almost everyone?
  • What makes you different from other firms?
  • What do you wish clients really understood?

Then we document your responses, shape your story, and make it into usable copy. In other words, you get to leave all the heavy lifting to us.

And, Yes, It’s Free

Narrative onboarding is part of your setup because we don’t believe in sounding generic. We believe in sounding like you, just louder, clearer, and everywhere.

Book your storytelling session now with our product specialists. Let’s put your voice to work.

Read Next: Your Website Is Invisible (And You Don’t Even Know It)

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Rebekah Barton
Chief Visibility Officer

Rebekah's search engine optimization career began completely by accident as a college student. Over the course of her career so far, she has "grown up" with the SEO industry, from writing content while juggling classes to managing her own teams of writers and overseeing SEO strategy in subsequent roles. She is excited to bring her passion for high-quality content to CountingWorks, Inc.

Outside of work, Rebekah can be found doing yoga, shopping, watching the Indianapolis Colts, or spending time with her two young daughters. A lifelong Disney and Star Wars fan, she alternates between wishing she lived in Beast's castle or was making the Kessel Run in the Millennium Falcon.

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