So, you’ve said “whoopee”, à la Laura Davis, and had your Diet Coke break just like Laura Moore – now that the dust is settling after your new client said “yes, let’s do it”, it’s easy to start to panic about what you need to do now to get going (and look like you’ve got your shit together).
In this episode, we’re pretending we’ve signed a new client and we’re walking you through the steps we would take to ensure that everything gets off to a smooth start. From covering what you need to do before you’ve even begun, to the details you need to get from your client AND why you might even need to tell them to contact Barabara in Barbados (you’ll have to listen to the episode to make sense of that one)!
We’ve signed a lot of clients over the years, so we really know what we’re talking about and know how valuable today’s episode is going to be for you. You won’t want to sign a new client without having listened to this one!
In this episode, we’re chatting about:
- Why you’ll always need to send an invoice & contract to your new client
- The onboarding process and which questionnaires you need to be sending out
- Working out what your new client will need to give you access to
- Auditing, strategising and holding your boundaries on when you’ll start posting
Jump straight to it…
[00:56] Celebrating your new client!
[04:18] Why you always need payment up front
[07:06] Don’t try and negotiate with us: you need a contract (and insurance)
[10:21] Onboarding your new client
[17:36] Auditing your client’s account and creating the strategy
[22:50] Recap!
This Episode’s Links & Further Reading:
- Check out our Legal Shop!
- Listen to episode 119: Make Money Creating the One Document All Businesses Need (But Most Don’t Have)
- Get the Social Media Managers’ Toolkit!
