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.

How To Organize Design Project Files

How To Organize Design Project Files

So you want to organize your design project files but you’re not sure how to do it without creating millions of folders and over complicating things.

You’re sick of naming your logo designs, ‘final’, ‘final final’, ‘for real final. You’re constantly clicking ‘save to desktop’ instead of having a real folder system. And you’re always telling yourself you’ll get round to organizing your files one day but you never do.

Well, that day is today and I’m going to help you! I’m a bit of a neat freak when it comes to files and systems, so I’m gonna teach you a simple folder structure you can use for all your design projects. A folder structure that won’t overwhelm you and definitely won’t overwhelm your clients when you hand over their final files.

Your 10-step Plan To Organize Your Freelance Business

Your 10-step Plan To Organize Your Freelance Business

When I first started my design business, I thought the only thing I had to do was design (and be good at it).

Boy was I surprised when I realized everything else I had to do to keep my clients happy and keep myself sane.

There's so much that comes with running an online business! The key to running a profitable & enjoyable business that doesn't take over your life and drive you crazy?

Streamlining your business as much as possible.

The Real Reason You’re Not Getting Stuff Done

The Real Reason You’re Not Getting Stuff Done

You started your creative business because you wanted to do creative work. You wanted to make things, design things, code things and get PAID for it. When your first started your business, the prospect of getting paid to do what you love was suuuper exciting, right?

What's not so exciting is realizing that your usual business day will be about 30% creative work, 70% business tasks.

For weirdos like me who geek out over systems and tools, the techy-admin side of business is actually really fun. (I know- I'm crazy!)

But for the majority of creatives and designers out there, doing all the business-y stuff like replying to emails, writing blog posts, scheduling social media and organizing the client process is hard work.

5 Urgent Reasons To STOP Procrastinating And Get Organized

5 Urgent Reasons To STOP Procrastinating And Get Organized

Getting organized, setting up systems, automating your business… it’s the unglamorous part of running a design business.

You put it off because you just don’t WANT to do it. It seems boring. It seems hard. And you have more important things to do- like finishing up that logo design for a client, or tweaking that bit of code.

I know that’s how you feel because I used to feel like that too.

Here are 5 reasons why you should stop procrastinating and get organized!