Rachel explains her entire client onboarding and offboarding process and shows how she uses Asana to manage the process.

00:00 Introduction
02:03 Overview of onboarding tools (project management, contracts, communication)
06:03 Project management with Asana
12:00 Onboarding email
14:30 Welcome pdf
20:10 Contract
22:00 Onboarding customers on Asana
23:14 Kick-off call
23:54 Off-boarding tips
24:23 Last offboarding call
25:34 Final bill
25:53 Presentation on asset provisioning and off-boarding
26:41 Experience report and feedback form
27:45 Discount for future cooperations and recommendations
28:34 Late check-in with customers
29:30 Overview

Tools mentioned:
Flux Notion Template (Free) – https://www.flux-academy.com/resources/notion-freelance-hub
Asana – https://asana.com/

Learn how to do better web design, charge higher prices, and work with better clients in this free workshop:
https://www.flux-academy.com/resources/better-web-design-workshop-registration
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Find me on other social media platforms:
Instagram: https://www.instagram.com/ransegall/
Twitter: http://twitter.com/ransegall
LinkedIn: https://www.linkedin.com/in/ran-segall-0b582a33/
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Equipment and book recommendations: http://bit.ly/2ohFOuj

#Webdesign #Freelancer #Entrepreneurship

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