Client Intake SOP (Writer→Editor) — Collect Goals, Audience, Voice, Sections, Deadlines & Payment in 10 Minutes Before Pitching a Paying Website (Course 1.0)
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Client Intake SOP (Writer→Editor) — How to collect goals, audience, voice, sections, deadlines & payment info in 10 minutes before pitching a paying website

You found a website that pays writers — maybe WIRED, The Atlantic, MIT Technology Review, Vox, The Verge, or a niche blog with a “Write for us” page. Amazing. Before you pitch, do a super-short “client intake.” In this SOP, your “client” is the editor/publication. In 10 minutes, you’ll grab the key details: what the site wants (goals), who they serve (audience), how they sound (voice), where your idea fits (section/series), when they publish (deadlines/lead times), and how you get paid (payment & rights). It’s fast, beginner-friendly, and yes — you can smile while you do it.

Beginner friendly Second person Light humor Money-earning focus HTML + SVG graphics
Contents
Step 1

Quick Win — Your 10-second opener (email or DM)

You don’t need fancy poetry. You need a clear line that tells the editor you did your homework and you respect their time.

Subject: Pitch for [Section/Series]: [Short, sharp headline with benefit]
First line: “Hi [Editor Name], I love how [Site] explains [topic] for [audience]. I have a timely [format—news/feature/explainer] idea that fits [Section] and hits your readers’ need for [outcome].”

That’s it. No life story. Save your personal epic for your award speech later. Right now, clarity wins.

Step 2

Pre-Pitch Checklist — what to scan before minute 0

Find the publication’s Guidelines or Pitch page (it might hide under “About” or “Contact”).
Skim the last 5–10 posts in the section you want (e.g., WIRED’s Business or Gear) to catch tone, length, and structure.
Open a simple notes doc with headings: Goals · Audience · Voice · Section · Deadlines/Lead Times · Payment/Rights.
Set a 10-minute timer. You are about to do the fastest “client” research of your life.
Pro Tip: Write full sentences in your notes, not one-word scraps. Editors love clarity; your future self will love it too.
Step 3

The 10-Minute Desk Intake — minute by minute

This is your rapid run. You are not writing an essay; you are capturing the exact info that guides your pitch. Yes, you can play calm background music. No, you cannot drift onto cat videos… yet.

0:00 – 1:00 Open tabs & set intent: Guidelines/Pitch page, the relevant Section, and two recent articles. Write: “I’m pitching a [format] about [topic] that helps [audience] achieve [outcome].”
1:00 – 3:00 Goals: What does this publication try to do? Inform fast? Explain deeply? Influence opinion? For example, WIRED links technology with culture and the future. Write a one-line goal in your doc.
3:00 – 4:00 Audience: Who do they write for? Tech-curious? Executives? Students? Jot a line with age/roles/interest level. Bonus: what problem are those readers trying to solve today?
4:00 – 6:00 Voice: Skim two recent pieces and score the tone (see sliders below). Is it conversational or formal? Playful or serious? Any humor? Any first-person?
6:00 – 7:30 Section/Series: Decide where your idea fits: News, Features, Explain, Review, Opinion, Ideas, etc. Write “My idea belongs in [Section] because it matches [pattern].”
7:30 – 8:30 Deadlines/Lead Times: Quick check: do they want timely topics? Weekly features? Do they run news daily? Write your realistic window (e.g., “News: 48 hours; Feature: 1–2 weeks”).
8:30 – 9:30 Payment & Rights: Note what’s public (per-article/word), and how to invoice. If pay is not stated, write “Ask politely in acceptance stage.” Capture rights language if visible (e.g., web rights, archive rights).
9:30 – 10:00 Next Step: Draft a 1-sentence pitch angle + working headline. You’re now ready to write the email.

This tiny “intake” turns your guess into a match. Editors notice when you fit their voice and section on the first try.

Visual Tool

Section & Series Map — where your idea actually belongs

Pick the right neighborhood and your pitch sounds like it already lives on the site. Here’s a simple map that many sites mirror (names vary, logic doesn’t):

News / Quick HitsTimely updates, short, fast context
FeaturesDeep stories, reported, characters
ExplainersHow X works, why it matters
Opinion / IdeasArgue a point, show a lens
Reviews / GearHands-on verdicts, scored
GuidesStep-by-step help
Columns / SeriesRecurring theme or beat
Example: WIRED has sections like Business, Culture, Gear, Ideas, Security, Science. Your “AI in classrooms” idea might be an Explainer in Ideas or a Feature in Business depending on angle and reporting.
House Rules

Guidelines & Submission Rules — quick checklist + path

Find the official page: Write for us / Pitch us / Submission Guidelines.
Copy the exact subject line format if they ask for one (e.g., “PITCH: Section — Headline”).
Note what they want in the email: angle, why now, reporting plan, sources, clips, brief bio, word count.
Check rights & pay (if listed). If not listed, it’s normal to ask after acceptance.
Important: If a guideline says “no attachments,” do not attach your entire novel. Paste short samples or links only.
Submission path (typical)
Guidelines
Pitch Email
Editor Reply
Assignment

Sometimes you’ll use Submittable/Google Form. Same idea: follow fields exactly.

Scorecard

Pitch-Fit Score — a quick speedometer + rubric

Rate each area 0–5. If you hit 20+, you’re ready to send. If something’s low, fix that part first (your future editor will thank you, probably silently).

Your total / 25
Area035
Voice MatchClashCloseSpot-on
Section FitRandomRelatedExact slot
TimelinessStaleOkayNow/urgent
Reader OutcomeVagueSomeClear/valuable
Feasible PlanNonePartialSolid sources

You do not need perfection; you need a clear, viable fit.

Visual Tool

Tone & Voice Decoder — score the site like a pro (without the fear)

Read two recent pieces in your target section and set these sliders in your head (or in your notes). You’ll write like you belong.

Formality
Casual
Formal
Energy
Calm
Punchy
Humor
Dry
Playful

If the site uses “you,” keep it conversational. If it sounds like a research report, keep it clean and neutral.

Step 4

Publication Intake Form — a filled demo (so you see how yours should look)

Imagine you want to pitch WIRED. Your notes could look like this (short, full sentences):

WIRED — tech x culture x the future
Ideas or Business (depending on angle)
Offer sharp, timely analysis that helps tech-curious readers understand what’s next.
Tech-savvy readers who like smart explanations and future lens.
Smart, clear, witty when useful; not cute for its own sake.
Check guidelines or ask on acceptance; invoice as required; confirm rights scope.
Note: Replace WIRED with any outlet you like: The Verge (gadgets + policy), MIT Technology Review (deep tech), Vox (explainers), The Atlantic (ideas/features), or niche blogs in your topic.
Step 5

Payments, Rights & Invoices — what to note before/after acceptance

Many outlets list pay on their pages; some discuss it on acceptance. Keep it simple and polite. You’re a pro (even if your coffee says otherwise).

What to capture:
  • Pay structure (per word, per article, flat fee).
  • When you’re paid (on acceptance, on publication, net-30).
  • How to invoice (form, portal, email PDF).
  • Rights (web rights, archive, exclusivity period).
  • Kill fee (if they cancel after draft — some outlets have one).
How to ask (if not listed):
  • “Could you share the rate and rights for this piece so I can invoice correctly?”
  • “Do you prefer invoice on acceptance or publication? Any template to use?”
  • “Is there a standard rights clause or contributor agreement I should read?”

You are not being pushy. You’re being practical. Editors handle this every day.

Demo

Demo: Mapping your idea to WIRED (example)

Your idea: “How small city offices use AI to fix broken public forms in weeks, not months.”

Goals
Show tech influencing everyday systems. Readers learn something new and useful about real-world AI.
Audience
Tech-curious readers who enjoy future-leaning, society-level stories with concrete examples.
Voice
Smart, clear, slightly witty. No fluff. A few sharp quotes from officials/experts.
Section/Format
Ideas (explainer/analysis) or Business (reported feature with outcomes).
Working headline: “The Un-Glamorous AI That’s Quietly Fixing Your City’s Paperwork.”
One-line angle: A reported explainer showing specific city workflows, the tools, the measurable time savings, and why this matters now.
Templates

Copy-Paste Pitch Templates (subject lines + body)

Use these as a base. Keep it short, respectful, and crystal clear. Feel free to add one dry joke if the site’s voice allows it (one!).

1) Explainer / Ideas

Subject: PITCH: Ideas — The Un-Glamorous AI Fixing City Paperwork

Body:
Hi [Editor Name] — I love how [Site] explains complex tech for everyday readers (e.g., your recent piece on [link]). I’d like to pitch an explainer that fits the Ideas section.

  • Angle: How small city offices use simple AI tools to speed up broken public forms, with real examples from [City 1, City 2].
  • Why now: Budget-tight cities are adopting practical AI; it’s not flashy, but results are measurable this quarter.
  • Reporting plan: Interviews with [officials/IT leads], product docs, recent pilots, cost/time comparisons.
  • Reader outcome: Understand where AI actually saves time — beyond hype — and how it changes the citizen experience.
  • Length: ~1,200–1,600 words; turnaround in 7–10 days.

About me: [1–2 lines: niche, credits or portfolio link].
Thanks for considering — happy to adjust the angle/section.

2) News / Quick Hit

Subject: PITCH: News — City Pilot Shows AI Cut Permit Times by 43%

Body:
Hi [Editor Name] — I have a short news item on a city pilot where AI auto-routes permit forms, dropping approval times from weeks to days.

  • Why it fits now: New report released today by [source].
  • What’s new: Detailed metrics + quotes from [role].
  • Length/turnaround: 700–900 words in 24–48 hours.

Clips: [link1], [link2]. Thanks!

3) Feature

Subject: PITCH: Feature — Your City’s Boring Back Office Is the Real AI Story

Body:
Hi [Editor Name] — Proposed 2,000-word reported feature following three departments rolling out task-level AI. The piece follows staff through one real workflow (before/after), cost, time saved, and citizen impact. Fits [Section].

  • Why now: Government AI procurement is shifting; we have fresh pilots, not just promises.
  • Access: I have tentative yeses from [City/Department] for interviews and workflow screenshots.
  • Delivery: 2–3 weeks, photos/illustration ideas included.

Bio + links: [1–2 lines]. Thank you!

Step 6

Follow-Up Timeline — gentle nudges, not spam (you’re charming, not annoying)

DayActionLine
51st follow-up“Bubbling this up in case it suits [Section]. Happy to adjust angle.”
102nd follow-up“Quick nudge — I can hold or tweak if timing’s off.”
213rd follow-up“Last ping from me on this. If no fit, no worries.”
Don’t apologize for following up. Be short, kind, and ready to adapt.
Visual timeline
Visual Tools

Outline Skeletons & Tree — show you can deliver clean structure

Pick one pattern that fits the section. Editors love writers who bring a clear shape, not a content smoothie.

Common skeletons

Explainer: Hook → Context → How it works → Why now → What it changes → Wrap News: Lede → What happened → Why it matters → What’s next Feature: Scene → Nut graf → Sections with sub-themes → Kicker Review: TL;DR verdict → Tests → Pros/Cons → Who it’s for Guide: Steps → Tips → Tools → Common pitfalls Opinion: Thesis → Evidence → Counterpoints → Call to rethink

Outline tree (example)

Title: The Un-Glamorous AI That’s Fixing City Paperwork

  • H2: What’s broken today (1 scene, 1 stat)
  • H2: The boring tools that quietly work (how they route forms)
  • H2: Measurable changes (time/money saved; quotes)
  • H2: Risks, equity, and what could go wrong
  • H2: What this means for readers (bigger takeaway)
Last Look

Final Checklist & Common Pitfalls

Before you hit send:
  • One clear angle + one clear section.
  • One line about why now.
  • Three sources or reporting actions you can actually do.
  • Voice match proven by your phrasing (not just saying “I can match your voice”).
  • Subject line follows any requested format.
Common pitfalls:
  • Pitching everything to Features because it “sounds serious.”
  • Vague outcomes like “insights” without a reader benefit.
  • Copy-pasting the same pitch to ten sites (editors can smell this from space).
  • Attaching a full draft when the page says “pitches only.”
Money

How this SOP makes you more money (quietly but surely)

1) Better fit = higher accept rate.

Editors say yes when a pitch sounds like their site. Yes → published → clips → more yes. It’s a chain reaction of money and confidence.

2) Clean scope = faster writing.

When you know the section, length, voice, and sources, you draft faster. Faster draft = more pitches per month.

3) Professional process = editor trust.

Trust leads to repeat assignments, series ideas, and sometimes a column. That’s steady income, not one-offs.

4) Smart extras = small upsells.

Offer add-ons in your acceptance reply: graphics suggestions, data table, pull-quotes, or mini resource box. Small extras, fair pay.

Quick playbook: Aim for one accepted pitch a month at first. Then raise to two. Keep a living doc of outlets, sections, tones, and pay. Your system is the secret sauce — not luck.

Wrap-up — You’re ready to pitch like you belong

You now have a tiny but mighty “client intake” for publications. In 10 minutes, you gather the exact details that make your pitch look like it was invited to the party. Choose a section, match the voice, show a real plan, and ask for payment details when the time is right. Keep it short, kind, and confident. If your inner critic complains, give it a cookie and keep going.

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