Tag: client intake

money falling from the sky/moon into piggy bank

Listen to how I earned $10K in passive income

I had the privilege of chatting with Ilise Benun of The Marketing Mentor Podcast recently about how I've earned $10K in passive income on my Client Onboarding Toolkit. As you may know, “passive income” isn't exactly passive. You do have to work for it. The key … Read On ›

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How I started creating passive income

You think “passive income” and you might think, “Ooooh, making money while you sleep. That’s easy!” Sure, the making money while you sleep part IS easy—but everything it takes to get to that point? I’ll call it labor intensive.  Recently Ilise Benun of Marketing Mentor interviewed me for … Read On ›

Is it called “Client Onboarding”?

I had the honor of returning as a speaker at WordCamp Atlanta in May 2019. My session was:  Getting Clients to Sign on the Dotted Line Consultations, estimates, proposals, contracts, oh my! If onboarding your clients is a struggle, this session is for you. I’ll share my super straightforward … Read On ›

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How to prepare for a strong project kickoff

So, you’ve hired me to design and develop your awesome WordPress website. Yippee! We’ve come to agreement.You’ve signed the contract.You’ve sent the deposit.And we’re scheduled for a kickoff call to get your project started. What is a kickoff call? The kickoff phone call is the official beginning of our work … Read On ›

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Creatives need contracts. Here’s a free resource.

Tennis players need rackets. Potters need clay. Guitar players need guitars. And as a creative professional, there are certain tools you NEED to get your work done: your computer, your software, etc... A contract is just as important as your other tools. It’s critical in helping you get your work done. As … Read On ›

Is writing estimates/proposals painful?

Do you get excited when talking with prospects about a potential project—only to get very un-excited when it’s time to sit down and write the proposal? I used to dread doing proposals too. They would take forever. And I never knew if the client would like what I … Read On ›

Does your contract include these items?

Like I said in my last post, I want every freelancer to have a contract—no excuses! To make sure there are no excuses, I shared my own contract which can be used a model. Today I want to talk about my contract in a little more detail and … Read On ›