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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.
Client onboarding - the importance of creating a process for your service-based business
April 22, 2020
Client onboarding is the process of welcoming a new client into your business. Doing it right helps your work as efficiently and as effectively as possible with new clients
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 an effective client information sheet
March 26, 2020
Is your client’s information all over the place? Do you feel like you’re constantly about to blow a deadline because you simply don’t know where anything is? You know your client told you an important piece of information but you have no idea where you put it. Could it be in an email? Written down somewhere on an actual piece of paper? On an Excel sheet? Keeping track of all the details and information you receive as a business can be tough. After all, there are so many communication channels out there. Odds are you’re writing emails, making phone calls, having in-person meetings, and more. So, what is the solution to all of this? Get organized – and that starts with an efficient client information form.
Top 5 data collection tools with data gathering methods
March 19, 2020
As a business, there are a lot of reasons why you need to collect data. It not only supports information for yourself and your company but also provides solid evidence to your customers that you know what you’re talking about. It’s a way to accurately answer any questions that have been asked about a particular subject and to produce quality information by using information that has been professionally tested and proven. So, what are the best strategies for collecting data and how do you effectively go about doing it? Let’s take a look at our top five best data collection tools to help you effortlessly produce high-quality content.
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