Onboarding tools overview project management, contracts, communication
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Project Management with Asana
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Onboarding email
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Welcome pdf
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Contract
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Onboarding clients on Asana
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Kick-off call
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Off-boarding tips
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Final off-boarding call
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Final invoice
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Delivering assets and off-boarding presentation
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Testimonial and feedback form
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Discount for future collaborations and referrals
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Check-in with clients later on
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Overview
Description:
Discover a comprehensive 31-minute video tutorial on client onboarding and off-boarding processes for freelancers and web designers. Learn how to effectively manage projects using Asana, create professional onboarding emails and welcome PDFs, handle contracts, and conduct kick-off calls. Explore valuable off-boarding tips, including final calls, invoicing, asset delivery, and gathering testimonials. Gain insights on offering discounts for future collaborations, managing referrals, and maintaining client relationships through follow-up check-ins. Access recommended tools like the Flux Notion Template and Asana to streamline your workflow. Enhance your web design business, increase your rates, and attract better clients with this detailed walkthrough of the entire client management process.