Thank you for purchasing our VIP Board Package!

(You will also receive this information via email, but please bookmark this page for future reference.)

Congratulations and welcome! My name is Linda Correia, Senior Board Document Writer for I will be serving as your writer, primary point of contact, and personal project manager and will manage the logistics of your project.

Here is my contact information:
Phone: 561-750-7189

We are delighted you have signed up for our VIP custom board of directors package! Please read the instructions below for getting started.

Getting Set Up

To facilitate the smooth development of your project, we use a digital platform called Basecamp. You will be receiving another message from me with instructions on how to join your project, so be on the lookout for an invitation with the following “from” line:

From: Linda C. (Basecamp) <>

To ensure you don’t miss any correspondence from our team, please add to your email safe sender list.

Let’s Get Started

First, please download the following documents, complete them, and upload them to Basecamp for review:

If you have any trouble contextualizing value points or metrics for your board resume and related branding, please call or email me. In addition, Mary Elizabeth Bradford has created two short audios and a tip sheet to help you.

How to Contextualize Your Focus of Direction (audio)
How to Quantify Your Accomplishments (PDF)

I would also like to share with you some important board resources, tips, and strategies:

Board Resource Kit

Most clients take 2–10 days to complete and return their board Blueprint. Knowing this helps us to stick to our promised turnaround times. If you find you need more time than this, just let me know.

Once you upload your board Blueprint to Basecamp, I will analyze it and let you know via email if I have any follow-up questions. At this time, we can determine if it is best to do this by phone or email.

Once we have everything we need in your board Blueprint, I will begin the writing process and deliver a draft of your board documents within 10 business days. After you receive and review your board resume draft, you are welcome to make edits to fix or add information and discuss your thoughts. Again, we can facilitate this by phone or email. Once your drafts have been finalized, your documents will be proofed and electronically delivered to you in three final formats (Word, PDF, and ASCII text) with instructions on how to use each version.

DISC Assessment

Your package includes a DISC Leadership Profile Assessment. We use the DISCstyles™ LEADERSHIP REPORT, which is an industry standard in behavioral style assessments. The reason we include this with your BOD Document Package is because in your Board Documents, your leadership aptitudes are the primary areas we focus on. This assessment may confirm traits you know you have or define others in detail that you had not previously emphasized. Please complete this assessment in the same window of time you complete your blueprint so that we can integrate your results during the creation of your executive documents.

Click here to the register for the test.

After registering, you will then receive a separate customized link to your test, which should take about 15 minutes to complete. The results will be sent directly to you in the form of a 40+ page report and will outline your leadership style. We recommend sharing your results with us via Basecamp, so Linda can utilize your core leadership strengths in our overall positioning strategy for you.

Here is an additional reference to understanding your report results:

Self-Awareness DISCovery Process Guide

LinkedIn Profile

I will create a template of board-specific additions to your current LinkedIn profile. You may add this to your current LinkedIn profile or use it to replace the content in your current LinkedIn profile. One reason many of our clients elect to supplement their existing profile with board-related additions is that they hold current C-Suite roles and want to enhance their current profile with board skills.

A few things we will look to enhance in your profile include:

  • Privacy, creating a vanity link, and getting endorsements.
  • Keyword optimization.
  • Creation of a summary statement and narrative of past positions.
  • Involvement in relevant groups, which we will recommend to you.
  • Making a few key connections, which we will suggest for you.

It’s my pleasure to give you as a gift one of our most popular tip sheets created by Mary Elizabeth Bradford, titled “How to Use LinkedIn to Pull Opportunities to You.” LinkedIn is a powerful tool to connect with your audience, establish thought leadership, and set perceptions.

Recruiter and Private Equity Introductions

Executive recruiters that conduct board searches:

Your package includes an email introduction to executive recruiters who conduct BOD searches for their client companies, as well as private equity firms who may need board members and/or advisors for their portfolio companies. We facilitate these introductions for you via an email distribution which appears to come directly from you. Optionally, you may also choose to facilitate your own introduction and have us develop and send you your customized contact lists. Please complete the contact forms for recruiters and PE firms and let me know what your preference is.

Finally, please invite Mary Elizabeth Bradford to connect with you on LinkedIn! She has 400K board members, 300K CEOs, 95K recruiters, and 61K private equity executives in her first- and second-degree connections. This means that by connecting with her, you now have access to her connections—and they have access to YOU.

Mary Elizabeth on LinkedIn

If you have any questions about these steps, please feel free to call or email me. I welcome you and truly look forward to getting started and partnering with you in your successful board nominations and appointments.


Linda Correia, Senior Board Document Writer & Project Manager