Tag: client intake

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 ›

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 ›