Today I'm really excited to share this interview with Phyllis Sa, a brand and web designer for small businesses, organisations and creative individuals.
When Phyllis moved to San Diego, she wasn't quite sure what she wanted to do with her design career. So she decided to start freelancing and then became a creative entrepreneur, which she has found incredibly liberating.
Listen to her story below!
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.
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.
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.
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.
