A Look Inside My Client Process
As a small business owner and designer, it’s so important to have a client process nailed down.
When I started my design studio a little over 4.5 years ago, it was stressful, overwhelming, and time consuming trying to figure out what works best when it comes to onboarding, project management, and offboarding.
For the first year or so, it was all about being scrappy.
But, looking back on it I wish I had a mentor or someone that’s been through it teach me the way (or atleast share their knowledge of a client process to help expedite mine.)
Which is why I’m sharing a look inside my client process, and the exact framework I use for my business today.
FOR DESIGNERS AND SERVICE PROVIDERS
Create a client experience from inquiry to offboarding that will have clients raving about!
From Inquiry to Offboarding Framework
Inside the framework, I’m sharing all of my favorite tools and systems I use as well as the process I have in place that has served dozens of women-owned small businesses.
CHAPTER ONE:
Inquiry and discovery phase. This phase of the process is all about getting to know and understand your potential client, what their needs are, how you can help them, and tying it all together in a nice bow for them to easily say ‘yes’ to working with you. The best way to do this is over a video call, and I go over all of this in my Framework.
CHAPTER TWO:
From creating the proposal, what to include in it, and how to properly send it to your client so that they understand what’s next when working with you. In the proposal, I go over all of the necessary elements you’ll need so that your potential client isn’t guessing but knows exactly what they’re getting, the investment, your process, etc.
CHAPTER THREE:
This is when you’ll learn about onboarding and project management. From creating the project timeline, contract, invoicing, fillable forms, and the tools and systems I use to help make all of this happen. The best part is that you keep all communications out of email and in an organized place!
CHAPTER FOUR:
The last chapter of my client process goes over launching and offboarding your client’s project. I provide a list of items to send to the client to setting them up for a successful launch. The offboarding process provides the client with everything they need to succeed with the services you’ve provided them as well as showing them appreciation for trusting you with their business.
Are you ready to have a process that has your clients raving about their overall experience (and keeps your project on time)? Grab my From Inquiry to Offboarding Framework for designers and service providers here.
