05. Contracts & documents

Canned Emails


WHEN A CLIENT MISSES A MEETING

Hi FIRST NAME OF CLIENT 

I hope you got my reminder emails leading up to the meeting today - if not please let me know. Our meeting was set for MEETING TIME, but I never heard back from you.

I understand life gets in the way, if you'd like to reschedule a time to chat, please pick a date from my calendar: YOUR CALENDAR LINK HERE

If you've decided my services aren't a good fit, no problem! If you have any questions or problems connecting please let me know! Otherwise, have a great afternoon.

YOUR NAME HERE


WHEN A LEAD EMAILS YOU FOR MORE INFORMATION

Hey, CLIENTS FIRST NAME

I'm so glad you found me and are interested in my services. I'd love to see if we'd work well together and give you some more info on my training packages so I can give you a more accurate quote.

I attached some more info on what I can do, contracts and pricing to give you an idea of how I can help. Take a look at it and then please schedule a meeting with me by going to YOUR CALENDAR LINK.

If you have any questions, let me know.

 

I look forward to working with you,

 

YOUR NAME HERE


WHEN A CLIENT IS LATE ON PAYMENT

First warning

Hi FIRST NAME OF CLIENT,

Your invoice was due 2 days ago. I understand life gets busy and it's easy to forget, so I wanted to send you a quick reminder. Please pay the invoice within the day, otherwise, I'll have to start charging you for a late fee as well (per our contract). Please let me know if you have any questions,

YOUR NAME HERE

 

Second Warning

Hi FIRST NAME OF CLIENT,

Your invoice was due 4 days ago. Unfortunately, I have to start adding an additional late fee to your invoice. Every day it is late I'll be adding 5% of your total. Please pay the invoice as soon as possible. If there is an emergency or some reason you have been late, let me know so we can pause this invoice and find a solution.

YOUR NAME HERE

 

Final Warning

Hi FIRST NAME OF CLIENT,

It has now been 7 days since your invoice was due. You have one week to pay the invoice before I send it to a collection agency. I'd really rather not reach this step, so please get in touch with me as soon as possible if there is a legitimate reason you have not yet paid the total.

YOUR NAME HERE


ACTION STEP:

Create your own canned emails that fit your packages. Save them in a file or add them to your gmail account (Go to your Gmail settings, the "lab" tab and enable canned messages).

 

Contracts

Contracts are what will keep you safe when working with online companies. If you fail to meet your deadlines or your client fails to pay an invoice, your contract will cover both parties. Contract templates can be found with a simple Google search, but keep in mind these items that should always be covered in a contract:

  • Hours of work (When are you available for phone calls or answer emails?)
  • Meetings and expected forms of communication (How will your client be expected to send you work or tasks, what forms of communication will be used, how often will meetings take place and where?)
  • Payment Information (How often do you send invoices, how will you track hours, when is the invoice due, what happens when payments are late)
  • Non-disclosure agreement (This promises you won't share your client's info with 3rd parties)
  • Terms and termination (How long is the contract valid, can it be terminated by either party and what happens if it is)
  • Relationship of parties (State that you are NOT an employee, but a contract worker)
  • Work Product Ownership (Graphics, writing and other work you do will be owned by your client, not you, meaning you can't sue your client for using the graphics you made for them)
  • Liability (You are not responsible for loss, damages or delay in client work due to circumstances beyond your control)

Most importantly, the contract should be signed by both you and your client. 

ACTION STEP:

Write a contract. Talk to friends, comment on this page, tweak and perfect the contract as you learn more and develop your system.