Tag

client onboarding

4 Questions to Figure Out If You’re Talking to the Buyer or a Gatekeeper

While it can be flattering to be asked to quote on a project, it can also be a huge waste of time. When I started freelancing, I’d send a proposal as long as I figured that the person requesting it had blood flowing through their veins. This meant losing almost every proposal I sent, because […]

3 Simple Steps To Improve Your Client Onboarding Process

Jennifer Bourn, of BournCreative, defines client onboarding as the process in which new clients are better equipped with knowledge, understanding, and the tools needed to be a good client. Onboarding new clients is a lot like onboarding new employees. For example, when you welcome new team members in your agency, you shouldn’t need to discuss […]