Heartcast Media
Episode Production Workflow
Follow these steps in order for every episode. Before the Recording covers guest prep and client communication. After the Recording covers everything from transcription to the final client email. SEO is the top priority across every content step.
Before the Recording
  1. Guest Prep
  1. Client Notification
After the Recording
  1. Transcription to Board
  1. Show Notes
  1. YouTube Description & Tags
  1. Clip Prompt
  1. Quote Graphics for Social Media
  1. Social Media
  1. Newsletter Content
  1. Accuracy & SEO Review
  1. Reorganize the Gamma
  1. Send Gamma for Client Approval
  1. Your Episode is Live: Email the Client
Client Profile
Client / Host name:
Podcast name:
Guest or solo format:
Publishing platform(s): ( Apple + Spotify via RSS, YouTube)
Where show notes go: (dedicated RSS/show-notes field,)
Where the newsletter goes: (email)
Episode link format: (podcast player & YouTube,)
SEO Profile (Priority Section)
Primary keywords / search terms for this client: (the 3-6 phrases their audience actually searches)
Client's niche / category in plain search language:
Competitors or peers whose SEO they want to rank near:
Per-episode keyword note: (team adds the specific keyword for each episode here as they go)
Voice Profile
Overall tone: (e.g. warm and irreverent / authoritative and precise / playful and bold)
How they actually talk: (sentence rhythm, formal vs casual, fast vs measured)
Signature words or phrases they use
What they care about / their mission:
Personal stakes or stories they're comfortable referencing:
Audience they're speaking to:
Sensitive-Topics Line
(e.g. "Attorney: never imply case outcomes, guarantees, or success rates; no language that could be read as legal advice or solicitation. Financial: no specific investment advice or return implications.")
If this client is not regulated, write "Not regulated, standard care." Do not leave blank.
Profile Freshness
Revisit this profile after the client's first 2-3 episodes. Early profiles are guesses; real voice and the keywords that actually perform become clear once episodes are live. Update the SEO and Voice sections then. If the Voice Profile is thin or the client is brand new, derive voice from the transcript as a fallback, but flag to Molly that the profile needs filling. SEO keywords are never optional - they must be filled before generating.
Before the Recording
Within 24 hours Always
Guest Prep
Gamma Prompt
Card Label: Begin this card with an H3 that reads Guest Prep so the team can find it at a glance. Team only. Do not include it when copying content out.
Create a thorough, highly specific guest prep document for this guest on Podcast Name from Client Profile, using the guest's website, LinkedIn, and public sources plus the Client Profile above. This is the foundation the whole episode builds on, so accuracy is non-negotiable. Do not include any hyperlinks or URLs in the output.
Voice: Write in the host's voice, whoever the host is. Derive it from how the host speaks in the Client Profile and, once a transcript exists on this page, from the transcript itself. Match their rhythm, warmth, formality, and signature phrasing. Do not write in Heartcast's voice or a generic agency voice. This is the host's document, not ours. A warm irreverent host and a precise corporate host should produce visibly different prep docs. If a line sounds like a podcast agency wrote it, rewrite it until it sounds like the host. Avoid jargon, corporate filler, and em dashes.
Layout: This card is read by the host while prepping, never published, so make it visually appealing and easy to scan, not a wall of text. Formatting is encouraged here. Use clear H2 section headers, H3 subheaders for each segment, short paragraphs, and indentation or nesting for follow-ups so they read as a beat beneath the main question. Use light visual hierarchy so the host can find their place at a glance during a live conversation. Keep it breathable. White space is your friend. Do not overwhelm.
Two clearly separated sections.
Section 1: Guest Bio and Interview Questions
Read-aloud bio in the host's voice. Open with a hook, shape it like a story around the guest's most compelling achievements, turning points, and defining moments. Vivid and human, not a resume. Under 90 seconds aloud, roughly 200 to 225 words. End with one sentence that builds anticipation.
Then interview questions in three segments: Looking Back, Right Now, Looking Forward. Give 2 to 3 strong questions per segment, open-ended and conversational, built to draw out stories and specifics, every one tied to this guest's real history with no generic filler. Under each question, indent 1 to 2 great follow-ups that go deeper on that specific answer. Quality over quantity. A few questions the host can actually lean into beats a long list they will skim past.
Section 2: Host Prep
A personal briefing, not a script. Keep each piece tight. Key Themes: 3 to 5 themes likely to emerge, 2 to 3 sentences each. Background: the guest's work, industry, and current projects, only what helps the host hold the conversation. Sensitive Topics: flag anything to handle with care and how to approach it gracefully. Respect the Sensitive-Topics line in the Client Profile. Unexpected Angles: 2 to 3 fun or surprising directions that could make the episode memorable. What to Listen For: cues, emotions, contradictions, or recurring ideas worth following in the moment. Communication Style: a one-line reminder of how this guest tends to talk so the host can match energy.
Tone throughout: professional but human, prepared but not stiff, never overwhelming. Use the guest info below.
(Paste guest info here)
Timing: Within 24 hours of booking
Client Notification
What to Do
Once the guest prep Gamma is complete from Step 1, send the shareable Gamma link to the client. The subject line must be exactly: "Guest Prep for Guest Name - Recording on Date". Always copy the Shareable link from Gamma, not the editor URL, and test it in a private browser first to confirm it opens correctly for someone without edit access.
Email Script
Subject: Guest Prep for Guest Name - Recording on Date

Hi Client Name,

Your guest prep for Guest Name is ready. Inside you'll find the guest bio, interview questions, and host prep for the recording on Date.

Gamma Link

Take a look before the session and let us know if you'd like any changes.

Talk soon,
Molly
After You Send
Mark the guest prep label on the Trello card as complete. Deadline: within 24 hours of booking the guest session. Do not wait until the day before the recording.
After the Recording
Responsibility: Matt. Timing: Within 24 hours of recording
Transcription to Board
What to Do
Matt pulls the transcription from CM and posts it to the same episode Gamma. Before posting, confirm the host's and guest's names are spelled correctly throughout. transcription software gets names wrong and this cascades into every card. Tag the person responsible for show notes. This transcript card is the source every following step reads from and stays on the page throughout.
Deadline
Within 24 hours of the recording. The sooner this is done, the sooner the rest of the workflow can move.
Podcast Episode Show Notes
Gamma Prompt
Card Label: Begin this card with an H3 that reads Show Notes: RSS so the team can find it at a glance. Team only. Do not include it when copying into Substack or anywhere it publishes.
Write podcast show notes for this episode using the transcript above on this page as your source. Optimized for RSS feeds and players like Apple Podcasts and Spotify.
SEO is the priority. Pull the Primary Keywords from the SEO Profile above plus the episode-specific keyword and work them naturally into the title, subtitle, opening paragraphs, and takeaways. The primary keyword should appear 3 to 5 times across the show notes without keyword-stuffing. A keyword-rich, search-friendly result matters more than a clever turn of phrase. When SEO and voice conflict, SEO wins.
Voice: Within that SEO frame, write in the host's voice, whoever the host is. Derive it from the transcript above and the Client Profile. Match how the host actually talks. Do not default to Heartcast's voice or a generic podcast-template voice. The host's personality should come through in the hook and the narrative paragraphs. Some drift toward safe is acceptable when SEO demands it. Total voicelessness is not.
Formatting: Use only H1, H2, H3, and P tags. No blockquotes, columns, smart layouts, callout boxes, icons, buttons, horizontal rules, lists, bold, or italics. No dashes of any kind, use periods or commas. No emojis. The only exception is the line break tag, allowed solely to separate items within the Timestamps and Connect P tags. Keep the whole thing under 4000 characters.
Structure, exact order.
H1: SEO-optimized episode title ending with 'with Guest Full Name'. Under 60 characters if possible.
H3: A short curiosity-driven subtitle, one sentence or fragment.
P: Opening paragraph 1, an emotional hook with feeling, tension, or a bold statement, in the host's voice.
P: Opening paragraph 2, why this episode matters, connecting the guest's story to something the listener cares about.
P: Opening paragraph 3, a natural guest introduction weaving in their background.
Key Takeaways
Takeaway 1 as a complete sentence.
Takeaway 2.
Takeaway 3.
Takeaway 4.
Takeaway 5.
Guest quote as a full sentence with attribution. Example: Guest said, 'quote here.'
A second guest quote, a different moment from the first, as a full sentence with attribution.
Timestamps
All timestamps in a single P tag, each on its own line using a line break. Format: 00:00 Chapter title. No bullets or symbols.
Connect with Guest Name
All links in a single P tag, each on its own line using a line break. Format: Platform: full URL. No bullets or symbols.
Copy-paste ready, reads cleanly top to bottom.
Goes In: YouTube, Two Cards
YouTube Description & Tags
Gamma Prompt
Card Label: Begin the first card with an H3 that reads YouTube Description and the second card with an H3 that reads YouTube Tags so the team can find them at a glance. Team only. Do not include either label when copying into YouTube.
Create 2 new cards from the transcript and show notes above on this page: one for the YouTube description and one separate card for the tags. Optimize both for YouTube publishing and search discovery.
SEO is the priority. Pull the Primary Keywords from the SEO Profile above plus the episode-specific keyword. Lead the title and hook with the strongest one, and weave keywords naturally through the description, the takeaways, and especially the tags. YouTube is a search engine. Treat it like one. When SEO and voice conflict, SEO wins.
Voice: Within that SEO frame, write in the host's voice, whoever the host is. Derive it from the transcript above and the Client Profile. Match how the host actually talks. Do not default to Heartcast's voice or a generic agency voice. The host's personality should carry the hook and the description body. Some drift toward safe is acceptable when SEO demands it. Total voicelessness is not.
Critical Formatting Rule: Both cards use only H1, H2, H3, and P tags. Nothing else. No blockquotes, smart layouts, columns, labels, buttons, horizontal rules, icons, aside blocks, or lists. No bold, italics, em dashes, en dashes, or hyphens used as dashes. Use periods or commas. No emojis. The only exception is the line break tag, permitted solely to separate items within the timestamp, links, and resources P tags. If it cannot be expressed as one of those four tags or a permitted line break, do not include it.
The full YouTube description must not exceed 5,000 characters. Prioritize SEO, retention, and clarity first.
First card, exact order.
H1: SEO optimized episode title. Include the guest's full name and one primary keyword. Under 60 characters if possible.
H3: Thumbnail title. Short, punchy, graphic ready. 5 to 8 words max. Works as a standalone visual headline with no context needed. No guest name required. Plain text only.
P: Opening Hook. The first 2 to 3 lines are the only text visible before Show More, so lead immediately with the guest's full name and the primary search keyword in the first sentence, then a curiosity driving statement or tension. Do not open with "In this episode" or "Today we talk about." Write it like a headline with momentum, in the host's voice.
P: Full Description. 150 to 250 words. Conversational but authoritative, in the host's voice. Mention the guest's full name and primary keywords naturally. No emojis, no dashes.
What You Will Learn
Takeaway 1 as a complete sentence.
Takeaway 2.
Takeaway 3.
Takeaway 4.
Takeaway 5.
Timestamps
All timestamps in a single P tag, each on its own line using a line break. Format: 00:00 Chapter title.
Guest Links
All guest links in a single P tag, each on its own line using a line break. Format: Platform: full URL.
Resources Mentioned
All resources in a single P tag, each on its own line, with full URLs where available. If no outside resources are mentioned in the source, omit this entire section including the header. Never invent resources.
About the Show
2 to 3 sentence evergreen description. Include the host name and the show's mission from the Client Profile above. For first time viewers.
Subscribe and Connect
2 to 3 lines encouraging subscribe, like, comment. Natural, not pushy.
Hashtags
10 to 15 hashtags on a single line in a single P tag. Mix broad and niche.
Second card.
Weighted Priority Tags (Top 10)
The 10 highest impact tags as a single comma separated line in one P tag.
Standard Tags (copy and paste into YouTube tags field)
All standard tags as a single comma separated block in one P tag. Maximum 500 characters, stop at the last whole tag so none is cut mid word. Include guest full name, show name, host name, key topics, and broad category tags.
Self audit before output. Do not show the checklist. Hook leads with guest name and primary keyword in the first 2 lines, guest name in title and opening, keywords appear naturally 3 to 5 times, description under 5,000 characters, timestamps and links in single P tags with line breaks, Resources omitted if empty rather than invented, standard tags under 500 characters and not cut mid word, no markdown, bold, dashes, emojis, lists, or smart layouts anywhere outside the four allowed tags plus permitted line breaks.
Clip Prompt
Gamma Prompt
Card Label: Begin this card with an H3 that reads Clip Prompt so the team can find it at a glance. Team only. Do NOT include it when pasting into the clipping tool.
Using the transcript above on this page and the SEO keywords from the SEO Profile above, write a short clip upload prompt that does three things:
  1. List the most important SEO keywords and topic phrases so the clipping tool knows what the episode is about and what to prioritize.
  1. Describe the emotional tone and the most powerful moments, where the guest or host said something surprising, vulnerable, motivating, or highly quotable. Be specific. Name the moments if you can.
  1. Tell the clipping tool to prioritize clips that are self contained, emotionally engaging, and would make someone stop scrolling. Each clip should make sense without context.
Keep the prompt under 150 words, a single paragraph, like a clear creative brief.
Cold Open Brief
Build an edit brief for a 30 to 60 second cold open that runs before the episode intro. This is an edit sheet for the video editor, not a script. Every moment must be pulled VERBATIM from the transcript above on this page. Invent nothing, write no new lines, paraphrase nothing. If it is not in the transcript word for word, it does not go in the cold open.
Gamma Prompt
Card Label: Begin this card with an H3 that reads Cold Open so the team can find it at a glance. Team only. Do NOT include it when handing to the editor.
Build an edit brief for a 30 to 60 second cold open that runs before the episode intro. The goal is to hook a scrolling listener in the first 5 seconds and make them need to hear the whole episode. This is an edit sheet for the video editor, not a script. Every moment must be pulled VERBATIM from the transcript above on this page. Invent nothing, write no new lines, paraphrase nothing. If it is not in the transcript word for word, it does not go in the cold open.
Select 3 to 5 moments from the transcript that work as cliffhangers: a provocative claim, a surprising admission, a question left hanging, the setup to a story without its payoff, or a line so punchy it stops the scroll. Order them for momentum: open on the single strongest hook in the first 5 seconds, then build. Do NOT include the resolution of any cliffhanger. The whole point is the open promise that the full episode pays off.
SEO Note: Where two moments are equally strong, favor the one that names or touches the episode's primary keyword or core topic, so the cold open reinforces what the episode ranks for. Never sacrifice the hook for the keyword, but use it as the tiebreaker.
For Each Moment Give:
1. Approximate timestamp from the transcript.
2. The speaker name.
3. The verbatim line, in quotation marks, exactly as said. Trim only filler (um, false starts), never reword.
4. One short note on why it hooks - what tension or curiosity it creates.
After the Moment List, Add:
- Suggested running order with rough total runtime, keeping it inside 30 to 60 seconds.
- One line on where the hard cut to the episode intro should land for maximum pull.
- A note flagging that all lines are verbatim and must be matched to the actual recording before cutting - no moment may be used if the audio doesn't exist.
Keep the whole brief tight and scannable. The editor should be able to build from it without rewatching the full episode first.
Quote Graphics for Social Media
This is the step where exact wording matters most. If a quote sounds too smooth or off, that is the tool improving a real quote into a fake one. Verify against the transcript.
Gamma Prompt
Card Label: Begin this card with an H3 that reads Quote Graphics so the team can find it at a glance. Team only. Do not include it when sending to the designer.
Pull the strongest standalone quotes from the transcript above on this page for use on social media graphics. These go to our graphic designer, so format them cleanly.
How Many: Default to 4 quotes, the genuinely best of the episode. Only go up to 6 if there are real standout extras. Never pad the list to hit a number.
What Makes a Quote Work: Stands completely alone, no context, no setup, no knowledge of the question it answered. Emotionally compelling, surprising, or highly relatable. Sounds worth sharing. Short, strongly prefer under 20 words, never exceed 25.
Accuracy: Use the speaker's exact words. You may trim filler (um, you know, false starts, repeated words) and tighten lightly so it reads clean, as long as meaning and voice are 100 percent preserved. never add words they didn't say or change meaning. When in doubt, stay closer to the original. For regulated clients, never let a trimmed quote imply a guarantee or claim the client didn't actually make (see the Sensitive-Topics line in the Client Profile).
Reject: Anything that only makes sense as a reply to a question or another person's line. Anything needing context. Anything over 25 words. Anything generic.
For Each Quote Give: The quote in quotation marks, cleaned per the accuracy rule. Attribution as Name, Title. One sentence on why it works as a graphic, the emotion or hook it captures.
Weight the set toward the guest, with one or two strong host lines if they earn it. Label each Guest or Host.
All quotes are pulled directly from the transcript. Use the 'why it works' note for visual direction. If a quote needs trimming for fit, check with the content team before changing wording.
Social Media
Gamma Prompt
Card Label: Begin this card with an H3 that reads Social Media Posts so the team can find it at a glance. Team only. Do NOT include it when copying into the scheduler.
Create one new card containing all social media content for this episode, using the transcript above on this page as your source and the Voice Profile in the Client Profile above as the single source of truth for tone. Organize by platform, ready to copy and paste into a scheduler.
Voice leads here. Social is the one exception to the SEO first rule. Unlike show notes and YouTube, nobody searches Instagram or Threads captions, so the client's voice matters most on these posts. Prioritize sounding exactly like the host, whoever the host is, derived from the Client Profile and the transcript above. Not a social media manager, not a brand account, not a podcast template, and never Heartcast's voice. Read the Voice Profile and the transcript before writing. A dating coach and an attorney should produce completely different posts. If a line sounds generic or like a brand account, kill it and rewrite. SEO still lives in the hashtags, but voice drives the posts. Respect the sensitive topics line in the Client Profile, never imply guarantees, outcomes, or advice the client could be liable for.
The Standout Moment: Most episodes have a small moment that reveals the guest's true character or a genuinely surprising insight, often not the headline. It's the most shareable thing in the episode. At least one post per platform should be built on it.
Formatting: No emojis, ever. No link in bio, always say episode link below or include the link. Plain text, copy paste ready. No markdown, bold, or design characters. No dashes of any kind. Clear labels are good here, they help whoever schedules.
Write four labeled sections: Threads / Facebook / Instagram, then LinkedIn, then Teaser Video Post.
Threads / Facebook / Instagram. Write 10 completely different posts, not rewrites of one idea. Use this spread so they don't overlap: Post 1: the standout moment Post 2: a punchy guest quote with attribution Post 3: a host quote with attribution Post 4: the most surprising fact from the episode Post 5: a question that invites engagement Post 6: a relatable insight Post 7: a contrarian or tension line from the conversation Post 8: a reflective takeaway in the host's voice Post 9: a single punchy one sentence hook Post 10: a send this to someone who needs it share prompt
If two posts overlap, cut and replace one. Keep most to 1 to 4 sentences. Each ends with the episode link or episode link below. Hashtags: Instagram 3 to 5 specific searchable ones; Threads and Facebook 1 to 2 max or none, more reads as spam. Label Post 1 through Post 10.
LinkedIn. Write 3 posts, 100 to 200 words each, genuine first person reflections in the host's voice, not announcements. What they learned or what stood out. Open each with a strong scroll stopping first line, LinkedIn truncates after 2 to 3 lines. End each with a clear call to action and the episode link. 3 to 5 hashtags on their own line at the end. Label LinkedIn Post 1 through 3.
Teaser Video Post. One short high energy caption for a teaser clip. Urgent, curiosity driven, makes people feel they're missing out. Under 3 sentences. Episode link plus 3 to 5 hashtags. Label it Teaser Video Post.
Before finalizing, ask of every post: does this sound like This host, and would they actually say it out loud? If not, rewrite until it does.
Newsletter Content
Skip only if the Client Profile says the platform auto-sends the published post, in which case the post itself is the email.
Gamma Prompt
Card Label: Begin this card with an H3 that reads Newsletter so the team can find it at a glance. Team only. Do Not include it when copying into the email platform.
Create one new card with a complete, ready-to-send newsletter version of this episode, in the host's voice, whoever the host is, derived from the Voice Profile in the Client Profile above and the transcript on this page. Warm, human, specific, episode-aware. Not generic, corporate, or press-release, and never Heartcast's voice. Respect the sensitive-topics line in the Client Profile.
100 percent plain text. No markdown, bold, italics, emojis, bullet symbols, dashes of any kind, placeholder brackets, smart layouts, icons, dividers, or blockquotes. Anything that isn't plain text may render poorly in email. However, for the 3 subject options put those in boxes so its clear.
Sections, each clearly labeled.
Subject Line Option 1, 2, 3: each under 50 characters, curiosity-driven, specific, optimized for opens. No generic 'New Episode Out Now.'
Preview Text: one line under 100 characters, a second reason to open, teasing something specific.
Opening Hook: 2 to 3 sentences pulling the reader in emotionally, referencing the guest by name and hinting at the core insight.
Episode Summary: 150 to 200 words, warm and conversational in the host's voice, like a recommendation from a trusted friend who just listened.
Key Takeaways: 3 to 5 takeaways, each a complete sentence, plain text lines, no symbols or numbering.
Quote of the Episode: the single most powerful quote, attributed by name, plain text.
Call to Action: one direct sentence to listen, then 'Listen to the full episode here:' followed by a line break for the link. Never 'link in bio.'
Sign-Off: 1 to 2 warm personal sentences in the host's voice that reinforce the relationship.
Silently self-check before delivering: no markdown, bold, bullet symbols, dashes, emojis, placeholder brackets, or anything that breaks in email clients. Do not show the audit.
Notes
Use the labeled sections in the newsletter output as follows: put the subject line options into the subject line field, choose one of the preview text lines for the preview or preheader field, and paste the remaining content into the body of the email in the order shown. Remove any placeholder link text and replace it with the final episode URL before sending.
Accuracy & SEO Review
Read the entire Gamma top to bottom. Verify names, titles, links, timestamps, and episode details against the transcript and public sources. Make corrections directly in the Gamma. SEO is graded first, it is the one failure this review must never pass.
Gamma Prompt
Review the entire Gamma top to bottom for accuracy and SEO before it goes to the client.
SEO is graded first. Confirm the Primary Keywords from the SEO Profile actually appear in the show-notes H1, the YouTube title and hook, the descriptions 3 to 5 times each, naturally, and the YouTube tags. If a keyword the client cares about is missing from the places that rank, fix it before anything else. Weak SEO is the one failure this review must never pass.
Then accuracy. Check the guest name is spelled correctly and used consistently on every card, and that job title, company, and credentials match the guest's current LinkedIn or website. Verify every timestamp is correct, and that all links, guest website, LinkedIn, socials, any resources, are live and correct. Remove any placeholder text or brackets. Confirm the episode title is consistent across show notes, YouTube description, social captions, and newsletter. Confirm the host name and show name from the Client Profile are correct everywhere.
Quote verification. Check every quote in the Gamma, show notes, social posts, newsletter, and quote graphics, against the transcript on this page. Each quote must match the speaker's exact words. Light trimming of filler is allowed, but no quote may add words the speaker didn't say, change their meaning, or smooth a real line into a cleaner fake one. Confirm each quote is attributed to the person who actually said it. For regulated clients, confirm no trimmed quote implies a guarantee, outcome, or claim the client did not actually make. Any quote that cannot be matched to the transcript gets fixed or cut before this review passes.
Voice check, named not a vibe. Does this still sound like the host, whoever the host is, per the Client Profile and the transcript, or has it drifted into generic AI copy or Heartcast's own voice? Some drift toward safe and middle is acceptable on the SEO-first cards. Total voicelessness is not, and the agency voice should never show up in the client's content. A dating coach and an attorney should not read identically. Confirm nothing violates the Sensitive-Topics line, no implied guarantees, outcomes, or liable advice for regulated clients. This is a hard stop, not a preference.
Confirm: show notes under 4,000 characters, YouTube description under 5,000, YouTube tags include guest name, company, key topics, show name, host name. Social captions include the episode link directly, never 'link in bio.' Newsletter subject lines under 50 characters. No dashes anywhere.
Make fixes directly in the Gamma before tagging the client. If anything is unclear, verify against the transcript or the guest's public profiles.
Notes
This step protects the client and the show by catching typos, broken links, and SEO issues before delivery. A few extra minutes here makes a big difference.
Only applies if Step 1 was completed.
Reorganize the Gamma (If Guest Prep Was Done)
Once the episode is live and all content cards are added, reorganize the Gamma so the episode content leads and the guest prep moves to the bottom for reference. Keep the Client Profile at the very top.
Gamma Prompt
Reorganize this page so the episode content (show notes, YouTube description, social media, newsletter) is at the top, just under the Client Profile, and the guest prep is moved to the bottom for reference.
Goal
The Gamma should always lead with the most current and relevant information for the client. Pre-recording, that's the guest prep. Post-recording, that's the episode deliverables.
After Steps 4–9 are complete and Step 11 review is done
Send Gamma for Client Approval
What to Do
Send the Gamma to the client for content approval. This is a content review step, not a launch notification. Nothing gets published until the client gives the green light.
What "Complete" Means Before You Send
Show notes card is finished and reviewed.
YouTube description and tags card is finished and reviewed.
Quote graphics card is finished and reviewed.
Social media card is finished and reviewed.
Newsletter card is finished and reviewed.
Step 11 accuracy and SEO review has been completed.
All links in the Gamma have been checked and work correctly.
No placeholder text remains anywhere in the Gamma.
How to Send It
Tag the client on the Trello card with the Gamma link and a brief, professional note. Something like: "Your episode content is ready for review. Please take a look and let us know if everything looks good or if you'd like any changes before we move forward." Keep it brief. They just need to confirm the content is approved.
Notes
Do not send the "episode is live" email at this stage, that comes in Step 13. If the client requests changes, make them in the Gamma and re-send the link. Do not move forward to graphics or publishing until written or Trello confirmation is received. If you haven't heard back within 48 hours, send a friendly nudge.
After the Episode Is Live
Your Episode is Live: Email the Client
What to Do
This is the final step in the production cycle and it matters. Send the client a personal email letting them know their episode is live. Confirm the episode is actually live and all links work before sending anything.
Before You Send
Confirm the episode is live and the link works.
Double-check the Gamma link opens correctly and all content cards are visible.
Confirm the Google Drive link is accessible and contains all episode assets.
Replace all placeholder text, no insert link here or client name should remain.
Personalize the message to this specific client and this specific episode.
Gamma Prompt
Write a warm, personal email that can also work as a Trello comment. Fully plain text, no markdown, bold, bullet symbols, dashes of any kind, emojis, placeholder brackets, or formatting. It must read cleanly in an inbox or a Trello card.
Before writing, pull context from the episode: the guest's name, the topic, and one specific moment or insight. Weave that detail in so it feels written for this exact client and episode.
Open with a genuine, warm note that the episode is live, human and understated, not salesy. Share the live episode link and let the client know the Gamma has everything they need: show notes, YouTube description, social captions, and newsletter content, all ready to use. Mention the Google Drive folder with all episode assets and include the link placeholder on its own line. Ask for feedback naturally, including what Heartcast Media can do better. Invite them to book a debrief with a warm, low-pressure line and include the Calendly link: https://calendly.com/mollyruland/video-session. Include a warm referral ask: if they know a colleague, friend, or connection who would be a great fit for a podcast, a warm introduction means everything, and they'll receive 10% off their next booking as a thank you. Close with something personal that reinforces the relationship.
Tone: genuine, conversational, warm, as if Molly is sending it herself. Short enough to feel real, long enough to cover everything. No emojis, no formatting symbols, no generic sign-offs.
Personalize with client name, episode title, guest name, and one specific memorable moment.
Notes
Always verify every link before sending, a broken link on the final touchpoint is a bad look. This email is the last impression of the production cycle. If sending as a Trello comment, skip the subject line but keep everything else. Log the send date on the Trello card so the team knows it's been done.