Board Member Onboarding - Boardroom for Creatives

Public Display Name*

First Last

Business Name*

Email for Bookings*

Enter Email Confirm Email

Title (e.g. Pricing Strategist, Operations Coach)*

Mobile Phone (For Day-of-Session Contact)*

I have reviewed the Board Member FAQs.*

Yes

I confirm rate parity with my public site for equivalent sessions.*

Yes

I can meet the tech quality standard (camera, mic, lighting, quiet space).*

Yes

I understand sessions are advisory/consultative and not deliverable-based.*

Yes

Social Links (For Tagging, Promotions, etc.)

Website*

Instagram*

Facebook

YouTube

Podcast

Media Kit / Speaker Reel (Optional)

Case Study Link (Optional)

Promotional Assets

Testimonials

For your profile on the website, please provide 1–3 concise testimonials highlighting outcomes. If needed, we will lightly edit for length/clarity.

Quote (2–5 Sentences)
Client Attribution (First Name + Firm/Role)
Result Metric (If Available)

Testimonial #1*

Testimonial #3

Testimonial #2

Permission Confirmation*

I confirm I have the client’s permission (or a standing release) to share these testimonials publicly.

Your Boardroom Rate(s)

If you have not already done so, please complete the Board Member Rate Calculator.

50-Minute Rate*

One-Sentence “Who It’s For”*

Three Outcomes Clients Can Expect*

Describe the tangible deliverables or takeaways a client can expect.*

Pre-Call Intake Questions (2-4 Questions) — Please include 2–4 brief questions that will help you prepare for your call. Think of these as baseline information you typically need from any client (for example, website, years in business, team size, revenue range, or primary challenge), so you can make the most of your session.*

Are there any specific details, documents, or context you want the client to share in advance (only if truly necessary)?*

Marketing

Open to IG Live with LuAnn

Open to newsletter feature

Open to podcast segment/spotlight

Will provide 30–60 sec video intro clip (optional)

Email List Size:

Number of Instagram Followers:

Number of LinkedIn Connections:

Number of Years Podcasting:

Feature Pitch (Optional, 2-3 Sentences)

Collaboration

I will promote my participation on my own platforms.

I will collaborate on shared promotions (e.g., podcast guest spots, IG Lives, newsletter swaps).

I am open to featuring interviews with LuAnn and other Board Members on my platforms (podcast, Instagram, Facebook, YouTube, LinkedIn, etc.)

We know emergencies happen, if you need to cancel an appointment please reach out to us. Please avoid canceling whenever possible. If you must cancel or reschedule, please notify the client immediately and update your calendar availability. Repeated cancellations may affect your platform status.*

I understand

Additional Prompts

If you’re open to it, we’d love for you to answer a few optional prompts. Your responses help us create thoughtful content that highlights you and the program.

A recent client win I’m proud of is…

If a firm implemented only one change after our session, it should be…

Common mistakes I help fix in 60 minutes or less…

How my advice differs for interior designers vs. window treatment pros…

Material to be Emailed

Headshots

Please provide two high quality headshots and one action shot of you in your office, with a client, speaking, etc.)

Format: JPG or PNG
Size: 1500×1500 px minimum
Background: Clean, Uncluttered; Professional Attire
File Names: Lastname_Firstname_Headshot1.jpg, Lastname_Firstname_Headshot2.jpg, Lastname_Firstname_Office.jpg

Logo (Optional)

Format: Vector (.SVG, .AI, .EPS) Preferred; PNG with Transparent Background Acceptable
File Name: Brand_Logo.png

Please email the content above to hello@boardroomforcreatives.com with the subject line “Board Member Onboarding Material”.

My onboarding material will not be considered complete until I email the aforementioned files.*

I understand

Legal & Use Permissions*

I grant The Boardroom permission to use my headshot, bio, firm name, and submitted testimonials on the website and in marketing.

I consent to recording of sessions for QA if requested (never published without written consent).

I agree that Boardroom sessions are advisory and do not constitute legal, tax, or medical advice unless I am licensed and specifically engaged for that purpose.

I agree to the terms and conditions of this agreement (see “Resources Referenced in this Form” at the top of the page).

Are you listed on other expert/consulting directories? If yes, please list them here:

By submitting this form, I confirm the information provided is accurate and I agree to The Boardroom’s standards.*

I understand and confirm

Today's Date*