Day 01: Choosing A Project Management Tool
Day 02: Documenting Your client Process
Here's the danger with having your process in your mind and not writing it down:
You forget things.
That email signature that's part of your design package? You totally forget it until the client points out that you haven't done it yet.
That logo that only includes two revision rounds? You complete four.
Documenting your process will help you NOT forget steps or deliverables, NOT lose track of revisions, and NOT look like a total amateur.
Tune in to this live stream to learn how to document your process!
Day 03: How to get clients to hand in files & feedback on time- ALWAYS
Have you ever had your projects delayed because your client was late providing files, feedback or payment? It sucks.
In this video, we’re going to discuss three ways to stop this from happening:
1. The 3 places you should remind your clients of the importance of timeliness
2. How to create a reusable project schedule
3. Setting automatic client reminders
The Contract Shop: Contract templates for service-based business owners. (Aff link)
Day 04: How to create a welcome packet
Sometimes, clients are calling you at weird hours, expecting you to reply to their emails ASAP, and expecting you to complete extra revisions for free.
Wouldn’t it be nice to provide them with a guide that sets boundaries and expectations before the project starts?
That, my friend, is called a Welcome Packet.
Watch this video to learn what should go inside YOURS!
Day 05: Price goes up to $399 on Tuesday. Details below!
Enroll today: https://organizeandautomate.com/
Organize & Automate - Price goes up to $399 on Tuesday 20th March 11:59pm ET!
Enroll before Saturday 17th midnight ET to get the Welcome Packet Workshop BONUS (value $97)