04 | Streamlining Client Workflow as a Web Designer + Systems Integrator
Update: 2024-04-09
Description
In this episode, Ashley Nielsen discusses her systems and processes for onboarding and working with clients as a web designer and system integrator. She starts by setting clear pricing and information on her website to avoid surprises. She then uses HoneyBook and ClickUp to streamline the onboarding process, including sending offboarding packets and deliverables. Ashley emphasizes the importance of clear communication and expectations throughout the project, and she values including her clients in the process.
Key Takeaways
- Set clear pricing and information on your website to avoid surprises.
- Use tools like HoneyBook and ClickUp to streamline the onboarding process and collaborate with clients.
- Communicate clearly and set expectations throughout the project.
- Include clients in the process and provide resources to help them use the final product.
Links:
Education & Resources | www.focusonwhatmatters.co
Instagram | @mrs.ashley.nielsen
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