Rachel will cover her full process of onboarding / off-boarding clients including the way she is using Asana to manage the process.
00:00 Intro
02:03 Onboarding tools overview (project management, contracts, communication)
06:03 Project Management with Asana
12:00 Onboarding email
14:30 Welcome pdf
20:10 Contract
22:00 Onboarding clients on Asana
23:14 Kick-off call
23:54 Off-boarding tips
24:23 Final off-boarding call
25:34 Final invoice
25:53 Delivering assets and off-boarding presentation
26:41 Testimonial and feedback form
27:45 Discount for future collaborations and referrals
28:34 Check-in with clients later on
29:30 Overview
Tools Mentioned:
Flux Notion Template (free) – https://www.flux-academy.com/resources/notion-freelance-hub
Asana – https://asana.com/
Learn how to do better web design, charge higher prices, and work with better clients on this free workshop:
https://www.flux-academy.com/resources/better-web-design-workshop-registration
–
Find me on other social media platforms:
Instagram: https://www.instagram.com/ransegall/
Twitter: http://twitter.com/ransegall
LinkedIn: https://www.linkedin.com/in/ran-segall-0b582a33/
–
Gear & Book Recommendations: http://bit.ly/2ohFOuj
#webdesign #freelancer #entrepreneurship
Thanks for watching the video Client Onboarding – Complete walkthrough!
