04. Preparing a workflow
Why you need workflows
Workflows are important for your business. I did a 30-minute scope of this idea, you can watch the replay to get a better idea of how to use workflows.
Outline your client workflow. How are they going to contact you? How do they sign contracts? How do you communicate during the project? How do they know how much time you've used? How can they work with you in the future? Try using something like Evernote or Real Time Board to map out the steps.
There are a ton of different ways to handle client on-boarding. What you need to decide is how you will make the transition from a lead to a paying client.
Meetings & Emails
Decide how you will communicate with your clients and leads. Do you want to meet with them before signing contracts? Are you going to have weekly meetings? Make a decision and make that clear on your website and contract.
Create a questionnaire to collect testimonials from your future clients. Collect past testimonials and save them in a file for future use. Add a couple testimonials to your website for added value.