client onboarding

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3 Client Processes Every Online Business Owner & Freelancer Needs

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3 Client Processes Every Online Business Owner & Freelancer Needs

We've talked a lot about marketing lately.

(Related Episode: 14 reasons why you’re not booking clients consistently)

So I felt it was important to pause and talk about something equally as important. 

I see a lot of online service providers making this one mistake:

Putting ALL their time and energy into marketing or honing their service, and neglecting to put any effort into their client process.

To you, organizing your client process may seem boring or non-essential.

But to your clients, organization = professionalism.

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Why You Need a Welcome Page

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Why You Need a Welcome Page

Does this sound like you? —>

• Your projects finish but your clients keep bombarding you with questions (and they’re usually all asking the same things!)

• Your clients are regularly late providing files, feedback and payment.

• You tried using a project management tool with your clients and they totally rejected the idea. They’d prefer to just email.

Which one resonates with you the most? 1,2 or 3?

The easiest and fastest way to solve these issues? Create a welcome page.

A welcome page is a webpage that outlines everything your client needs to know to work with you effectively. It guides your client through your policies, boundaries and processes, setting your projects up for success - not the confusion, disrespectfulness and lateness you’re used to.

Tune in to this week’s episode of the podcast to learn how you can use a welcome page to:

  • Establish boundaries with your clients

  • Set your clients expectations

  • Help your clients clearly understand your process

  • Clarify your processes (like your late payment policies!)

Just hit “play” on the podcast player below!

Why I Almost Quit My Business

Let's rewind 6 years ago. I was a year into my design business, things had finally picked up and I was fully booked. It was great! But it was also OVERWHELMING.

I had never taken on more than one client at a time until then. My idea of project management was back-and-forth emails, my work days went into the evenings and weekends, and my social life had pretty much disappeared.

My friend once said to me ‘we never see each other anymore’.

Here was my problem:

I knew that setting up systems to organize my client process would speed up my projects and free up my time, but I thought I didn't have TIME to set up systems.

Top 3 Project Management Tools For Freelance Web Designers

Top 3 Project Management Tools For Freelance Web Designers

You know you should use a project management tool, but you don't know where to start.

But there are so many out there. How do you choose which one to go for? How do you choose the best one for your business?

Well, you don't need to stress anymore because I'm going to show you the top three project management tools for freelance designers.

The Ultimate 5-Step Client Onboarding Process

The Ultimate 5-Step Client Onboarding Process

So you want to clean up your client onboarding process because it’s unorganized right now. You feel like you’re in a total mess, and you KNOW that if you’re feeling confused by your process, so are your clients.

You’re in luck, because by the end of this post you will know my ultimate 5 step client onboarding process and you can implement it in your own design business, so that you can stop stressing about every new client you take on and start wowing them instead.

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