Client Rangling
 
Trying to prevent client mishaps is like trying to guess who's going to die next in a Scream movie.
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You think you know what's going to happen - but you're only right about half the time.
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But having good Client Systems can help you prevent client horror stories every time you learn a lesson.
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We talked about two main approaches to Client Systems:
 
Budget-Friendly Systems 💰
Using Quickbooks invoicing paired with other free platforms like Asana and and e-signature softwares. It's tedious but cuts down on costs.
 
Time-Friendly Systems 🕰
Using a paid platform that does it all like Honeybook or Dubsado to take care of contracts, invoices, intake forms, workflows, portals and more.
 
Other things we learned:
1. Hiring someone to help you set up your systems is worth it.
2. Notion is king when it comes to in-house organization
 
 
FAVORITE CANNED EMAILS:
🌟 The Magic Email (tweaked to be warmer)🌟
A follow up to proposal ghosting

🚩 Payment reminder emails 🚩
The automation robot takes care of it and you don't have to stress
 
👋"Are you still interested in __."👋
The short and sweet check in that still works months later.
 
 
 

 
💥Come to the next meetup!💥
Tuesday, Nov 15th @ 5:30pm 
Eastern Time
 
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We're sharing web design inspiration, trends and just having a fun chat about design
 
 
 
🚩🚩🚩 If you like the meetups please forward me to a web designer friend! The more ladies the more we can learn and laugh! 🚩🚩🚩