Onboarding Clients like a Boss - No More Flaky Clients ..

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Onboarding Clients like a Boss - No More Flaky Clients ..

English | 41m | Video: 720p

Onboarding Clients like a Boss - No More Flaky Clients ..

English | 41m | Video: 720p

40% of freelancers entered December with overdue client invoices averaging $2,850 (source: Freshbooks)
Are you one of them?
Doing the math, that makes a whopping total of $64.7 BILLION dollars of unpaid work for the estimated 56.7 million freelancers in the US. Outside the US the unpaid invoice percentage goes up to 58% (source: Paypal)

How do we ensure we have more good, paying clients than flaky, forgetful ones? How do we build defenses against onboarding flaky clients to begin with?

The answer: build better onboarding processes for working with new clients.

How much time, frustration, and heartache could you save yourself if you didn't have to chase your clients to pay?

How much time, frustration, and heartache could you save yourself if your onboarding process prevented you from signing contracts with flaky clients at all?

Over the span of this class, I'm going to teach you how to build an onboarding system to:


Get you paid on time most of the time

Develop strong communication habits with your clients from day 1

Thrill your best clients so more of them renew with you


How? We're going to fix:


How you vet your clients:

What to ask, how to ask it, and how to ensure you have alignment and understanding

Who is the decision-maker, who writes the checks?

Knowing your client's goals up-front and incorporating those into the contract with clear deliverables

Knowing when to show potential bad clients the door


We're going to fix your contracts:

Establish a contract to begin with (duh)

Set payment terms, dates, consequences, and payment methods up-front

Gather new client contact info inside the contract

Outline your deliverables and timelines clearly in the contract

Create a method for handling out-of-scope work/scope creep

Create a method for firing your clients if they get flaky


We're going to fix your project management:

Set up a system to keep up with your clients as soon as they hire you

Set up reporting so your clients always know what's next

Set up clear documentation so that if you DO have to go to court, you won't be empty-handed


We're going to fix your follow-up systems:

Set up a system to send out gifts and reminders to your clients of important events

Identify upselling opportunities from the get-go so you know what your client will need for years to come

Actually follow-up with your referrers and best clients on a regular basis



If you're ready, let's get started!

More info - https://www.skillshare.com/classes/Onboarding-Clients-like-a-Boss-No-More-Flaky-Clients/1341451979



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