Looking for something? Search for: What to include in your bookkeeping engagement letter (with free template)February 15, 2022 Before you provide any bookkeeping services, it’s essential that you and your client agree on the terms of your engagement. Find out what to include in your bookkeeping engagement letter and why they are important.How to create an audit PBC request listJanuary 21, 2022 A Provided by Client (or PBC) list is a checklist of supporting documents required by your client in preparation for their audit. Save time having this pre-made, tweaking it for each client and re-using it every year.Month-End close checklist for bookkeepersDecember 16, 2021 A month-end checklist for bookkeepers. Use this to stay organized, automate, and delegate. Save time and money for your firm.Business coaching intake form: 22 must-ask questionsDecember 13, 2021 Learn how to create the perfect business coaching intake form for new clients.Win clients with this flawless consulting questionnaireDecember 9, 2021 Get a list of 23 questions to ask in your next consulting questionnaire.How secure is email? Hint: not secure enoughDecember 6, 2021 Many people wonder how secure is email? Although email is convenient, it’s a bad idea to send sensitive information through such an unprotected platform. Learn about your options for securely sending and receiving information.Pre-coaching questionnaire: 20 questions to ask your clientsDecember 2, 2021 Learn how to create the ideal pre-coaching questionnaire for new prospects.How to create the perfect law firm client intake form (+free template)November 29, 2021 Looking to streamline your client onboarding process? In this article, we’ll show you how you can do that using a law firm client intake form.A guide to creating the perfect life coaching intake formNovember 25, 2021 Get a list of 22 questions to include in your next life coaching intake form.7 business automation tools to grow your business in 2021August 9, 2021 Discover how to grow your business at scale with these business process automation tools.The web design process: 10 steps to turn your client’s vision into a realityJuly 30, 2021 Want your web design projects to go more smoothly and to finish on time and under budget? This 10-step web design process will make that dream a reality.Real estate questionnaire for sellers: 25 questions to askJuly 12, 2021 Get a list of 25 questions to ask in your real estate questionnaire for sellers.Use this KYC checklist (Know Your Customer) to keep your company safeJuly 8, 2021 Delve into and discover the ideal questions to include in your next KYC checklist.Real estate questionnaire for buyers: 33 questions to askJuly 5, 2021 Learn how to create a real estate questionnaire perfectly suited to buyers.Can you save progress on Google Forms?July 1, 2021 Making clients answer long forms in one sitting is a real pain in the a** for them. Here’s how to make the process easier and keep everyone happy.Graphic design questionnaire: 30 questions to askJune 23, 2021 Get a handy list of 30 questions to ask clients in a graphic design questionnaire to avoid project failure.How to create a merchant onboarding form for a smoother processJune 4, 2021 Get an outline of which questions to include in a merchant onboarding form so you can speed up the process and boost productivity.How to write a content brief for your clientsMay 24, 2021 Learn 5 steps for writing your own content brief when working with clients who aren’t great at providing direction.Event planning questionnaire: 30 questions to askMay 13, 2021 Get a list of 30 questions to ask clients in an event planning questionnaire so you can pull off a successful event.Recruitment questionnaire: 30 questions to askMay 4, 2021 Get a list of 30 telling questions to ask candidates in your recruitment questionnaire or use our template.How to write a web design brief (plus free template)April 22, 2021 Learn how to write a detailed web design brief to nail your next website design project.Logo design brief: 5 steps to make it rightApril 14, 2021 Learn 5 steps for developing a logo design brief so you can avoid rejection and nail your concepts from the very start.Requirements gathering: 6 steps to avoid project failureMarch 18, 2021 70% of projects fail due to poor requirements gathering. Use this 6-step requirements gathering process to see better success with your agency projects.Present web design ideas to your clients effectively using these website wireframe examplesMarch 17, 2021 Explore website wireframe examples of common website pages and learn how to use them to present your design ideas to clients more effectively.Interior design questionnaire: 30 insightful questions to askMarch 16, 2021 Get a list of 30 insightful questions to ask new clients in your interior design questionnaire so you can nail your next design project.4 ways to create a WordPress client portal for your agencyFebruary 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 Find a list of questions to ask in a website design questionnaire before getting started on designing your clients' new websiteClient onboarding questionnaire: 20 questions to askJanuary 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 questionsJanuary 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 clientsJanuary 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. « Previous 1 2 3 4 Next »