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The Client Process Bundle
Introduction + Course Materials
Introduction
IMPORTANT! Choose Your Path: Free Tools VS Dubsado
Customer Service Enquiries
Project Management
Tech Training: Asana (37:46)
Document Your Project Process (15:17)
Email Notifications for Your Clients (3:37)
How to Communicate with Your Clients (3:18)
How To Use Subtasks (1:25)
Train Your Clients How to Use Asana (6:51)
FAQ
Client Onboarding
The Step-By-Step Client Onboarding Process (7:42)
Streamline Your Contact Form (10:40)
Create an Onboarding Page (8:44)
How to Schedule Client Consultations (10:09)
How to Conduct Client Consultations Online using Zoom (7:01)
Use a Scorecard to Reduce Your Chance of Working with Bad Clients (5:24)
Create & Send a Contract Electronically (5:56)
Set up a Professional Invoicing System (13:17)
Create a Welcome Page (30:15)
FAQ
Project Handoff
The STAR Framework (1:16)
S: Support Your Clients (13:31)
T: Train Your Clients (14:13)
A: Amaze Your Clients (13:07)
R: Repeat Work & Referrals (16:24)
FAQ
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Create an Onboarding Page
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