oct 2015

Creating a welcome package for your clients

Video Notes

Any websites or resources that I discussed in the video are always listed and linked below. Links with an * next to them are affiliate links- just thought you guys should know that. Enjoy, my friends!

Click here to download my welcome package!

Click here to download the slides from this video!

Canva: If you're not confident using professional design programs like Photoshop and InDesign, Canva is the next best way to create beautiful PDFs. Canva has dozens of templates you can choose from, and allows you to add your own photos and edit the text and color styles. It's the PERFECT way to create a quick and pretty PDF in 30 minutes.

Adobe: Many of you already use the Adobe suite (being designers and all) but for those of you who are new to this, here's the link to the Adobe website. These days, you can pay £30 a month (or something crazy like that) for the whole Adobe suite. So affordable, and so worth it!

 

How to create clever client homework

Video Notes

Any websites or resources that I discussed in the video are always listed and linked below. Links with an * next to them are affiliate links- just thought you guys should know that. Enjoy, my friends!

Click here to download a cheatsheet of questions you can include in your client homework!

Click here to download my Design Workbook!

Click here to download the slides from this video!

Typeform: A premium form-maker. 

Wufoo: This wasn't discussed but it' another form-builder you could use. It's a lot cheaper than Typeform. 

Adobe: Don't forget- you can create pretty PDFs in Photoshop or Illustrator and simply upload them to Acrobat Pro to add fillable form fields!

Stress Less & Impress*: I enrolled in Stress Less & Impress back in the Summer and it helped me straighten out my project management, client homework, website form and more. If you need to clean up your work process and you'd like more info than the videos I've made here, check it out. (Your mind will be blown.)

Download: Client Homework Cheatsheet

As you saw in my video, Creating Clever Client Homework, it's an absolute necessity for service-based businesses. If you want to understand what your client wants, how they feel, what their goals are, and what styles they like, you need to ask the right questions. Whether you already have a questionnaire you send to your clients, or you’re a newbie who has never created client homework before, this cheatsheet will help you. 

I’ve put together a long list of super awesome questions you could ask your clients. You can copy and paste all of the questions into your own questionnaire (using Typeform, Wufoo, or creating your own fillable PDF), or you can add some of these questions to your existing questionnaire. It's completely up to you! 

These questions are a great starting point for freelancers. BUT- don't forget to add questions of your own. If there's something your clients always ask you, or something you are always asking them, add it to your questionnaire. Your questionnaire will save you a lot of time answering back and forth emails, and it help your clients see you as the professional that you are. 

Hop in the Facebook group and let me know: Are you going to use some of the questions from this cheatsheet? what are some questions you already ask your clients?

How to wrap up your client projects

Video Notes

Any websites or resources that I discussed in the video are always listed and linked below. Links with an * next to them are affiliate links- just thought you guys should know that. Enjoy, my friends!

Click here to head to my Client Library (aka. My Goodbye Package) and use the password "designclient".

Click here to download the slides from this video!

Calendly: The scheduling tool I use. Clients can schedule consultations with me and their booking goes right on my Google Calendar.

Here's a copy of the email I send my clients when their project comes to an end. Feel free to copy it and use it with your own clients!

"Hey _________,

As our work together comes to an end, I wanted to send a special thanks your way. You've been amazing to work with, and I hope you've enjoyed our collaboration as much as I have. :)

To end our journey on a high note, there are two points I want to leave you with:

1. If you're pleased with the work I've done for you and you'd like to leave me a testimonial, I've created a short feedback form you can fill out. Click here to check it out. Testimonials are priceless for my business, so I'd really appreciate yours.

2. I'm offering you 10% off your next round of services with me, if you’d like to work together again in the future. I’m hoping you do!

Thanks a bunch,
Your Name

PS. Check your snail mail over the next couple of weeks- I've sent you a little something."