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4 ways to create a WordPress client portal for your agency
February 15, 2021
Learn 4 different ways to create a client portal for your agency using WordPress features, plugins, and other client collaboration tools.
Create a website design questionnaire (includes template)
January 25, 2021
- by James Rose
Find a list of questions to ask in a website design questionnaire before getting started on designing your clients' new website
Client onboarding questionnaire: 20 questions to ask
January 15, 2021
Get a list of 20 great questions to ask new clients in your marketing agency client onboarding questionnaire.
SEO questionnaire: 10 must-ask questions
January 14, 2021
Discover what questions to ask clients in an SEO questionnaire to make sure you nail your SEO strategy.
How to create a social media questionnaire to onboard clients
January 11, 2021
Learn how to create social media questionnaires to onboard new clients, what survey questions to include, and tools for sending clients your questionnaire.
How to use OneDrive file requests
December 17, 2020
Learn how to use OneDrive file requests to receive files, limitations of the shared drive, and a OneDrive alternative worth exploring.
A step-by-step guide to Dropbox file requests
December 15, 2020
Learn how to use Dropbox file requests to receive files, limitations of the shared drive, and a Dropbox alternative you might want to explore.
How to use Google Drive for file requests
December 9, 2020
Learn how to make file requests using Google Drive shared folders and some limitations of receiving files with Google Drive.
4 ways to request files from your clients
December 3, 2020
Explore 4 different ways to request files from your clients, including considerations for using each tool to collect or receive files.
7 great examples of a new customer onboarding for your inspiration
July 8, 2020
Browse through these 7 great customer onboarding examples and get ideas that may improve your own onboarding process.
How to send remote rental property self-inspections to your tenants
May 13, 2020
- by James Rose
Here's how to use Content Snare to send remote property self-inspections for rental property tenants
How to create an effective client onboarding checklist
May 7, 2020
Use this customer or client onboarding checklist to kick projects off on the right foot.
How to get the client onboarding process right
April 22, 2020
An effective client onboarding process sets you up for a successful client relationship. In this article, we’ll explain everything you need to know to nail it.
4 steps to build effective intake forms for your business
April 2, 2020
Having an intake form for your business is of the most important things to have on your website to develop a client base. Obtaining any initial information about potential clients before setting up that first phone call is incredibly useful. You can do crucial research tailored to their needs before you even set up a meeting. When you do have that first meeting, you can present them with information that is likely to catch their attention. After all, getting clients can be a tricky task – there are competitors out there that offer the same or similar services as you so staying one step ahead is key. So, we’re going to take you through four steps to build effective intake forms for your clients so you can stay ahead of the competition.
What is a prospective client intake form and why you should be using one
March 30, 2020
Did you know that having a prospective client fill out an intake form could be the most important and valuable part of your relationship with them? While this may seem far fetched, a well-detailed client intake form is a game-changer in whether or not you move forward with a client. This can all be achieved by crafting a well thought out a prospective client intake form and uploading it to your website. Still don't believe us? Let's look at what a prospective client intake form is and why you should be using one.
How to create the perfect client information sheet
March 26, 2020
A client information sheet is an effective way to manage important client details. In this article, we’ll explain why and look at some of the best tools for creating the perfect template.
How to create a client intake form for your service-based business
February 12, 2020
Client intake forms greatly impact building a working relationship with a client. Check everything you need to know about client intake forms, from their benefits to finding the right template
Logo questionnaire template with 14 questions
December 18, 2019
- by James Rose
Your logo design questionnaire is one of the first things your client will see. Learn how to create a professional logo brief in this post.
Are you making these client onboarding mistakes?
May 21, 2018
Client onboarding mistakes will make a web design project go south. Erin Flynn will teach you the top 3 mistakes web designers make when onboarding new clients
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