Love this Rachel! Lots of freelance gold in this vid. Would love to hear about your process with initial contact and how you lead into this onboarding process. Do you get the “yes let’s work together” before creating these templates? Or is this something you send them in substitute to a proposal? Just curious since I’ve tried a few things and have yet found the right method for me and my clients
@@rachelhurry3449 Thanks Rachel for these suggestions, it’s a wonderful way to care about the client and establish a real collaboration. As asked in the comment I’m replying on, I'd find very useful to see how you handle the phase before what you illustrated here, the one that goes from the very first client contact and request to the proposal and deposit's invoice, because it’s the one I struggle the most. All the best 😀
This is a goldmine of a video, thank you so much. Working on creating my first ever proposal for myself and this is a HUGE help. Are you able to share a copy of the pdf?
I've said numerous times that I have gained so much knowledge from Flux and this video is yet another solid example of invaluable information handed out. The PDF is awesome! I noticed that others also enjoyed it and are now asking to purchase it. Please count me in as well!
Amazing, this was so well articulated and thorough - please do more videos on best practice client management and engagement - I'd love to see something on how you prepare Brand Identity Guidelines - there are loads of templates but I'd love your views on what's important especially for a start up lead by minds that don't generally understand or think about design value in the way us creatives do. Amazing content guys keep up the good work!
Thank you for this, Rachel! This was really insightful and quite timely. My goal for the next year is to streamline my process and being able to get a glimpse of how you onboard and offboard your clients is invaluable. I can definitely imagine your clients feeling absolutely cared for and how they would happily refer you to their peers just from the experience alone. Anyway, I will have to rewatch this as there are insights here that I will have to take note of and unpack. Thank you, Rachel! Looking forward to more videos from you, happy new year!
Thank you Rachel! This video is one of the most practical and useful. The process you explained is very methodical and systematic. You are right communication and keeping the client updated is very important. I am sure to positively impact customer satisfaction in crease the connect with them and by implementing what you have suggested. You really articulated the entire process so well.
Wow! I am new to design and had no idea of the process. I had done a little research but was just moving intuitively. This is an incredible insight into what I should be aiming for. I honestly had no idea the depth you go into for setting up communication and overall enhancing the whole experience for them. Thanks so much. 😀
How do you navigate acquiring payment details for reoccurring subscriptions that are required for the website build? Do you ask the client for the banking details in the beginning or do you have to have the client do that themself? Thanks so much for the awesome video.
Love this Rachel - brilliant video, very clear and helpful. Thanks for sharing. You ask what types of videos we would like to see more of ... definitely this side of it: the business processes. Love it.
It's been 1 month in my download, I am not able to concentrate because you so beautiful that my concentration is not OK... I have to go to doctor now. 😅
This well broken down, although my experience tells me a lot of these steps are just a waste of time and although clients want to be treated well they also like to avoid wasting time with unnecessary steps. Great video though!
Thank you for a very interesting and informative video. Regarding checking in with clients later, how long is it our responsibility? My client messed up his website and 6 weeks after the site went live, he wants me to fix it up!
Sorry to hear that! Did you write anything about this in your contract? For example - what were the deliverables. If so, you can get back to the client and send him a proposal for the fix or hourly rate. Alternatively, you can open an exception and fix it without charge, but this only if you state this exception from the beginning and make sure you define the scope of the fix - this will avoid creating a situation where the client pushes you to do more changes or rely on your good will for similar situations in the future.
Thank you so much for this video. It's greatly needed for us beginner designers to know what lies ahead and I personally would like to see more of this type of content, I'm glad you're expanding your topics.
this was really awesome. extremely professional process while still maintaining a human connection. Loved the PDF. Btw, any chance to buy the template for either Asana or the PDF?
Amazing value, but I tried accessing the notion template, but at the moment I didn't get the mail. There is something wrong, can I get the link as the process for repairing the mail process will take time.
Sorry you’re having trouble accessing this resource. Please click "Help" on our website (bottom right corner) and a member of our team will assist you.
Hi Rachel.. Thank you for this very informative video. I have a question about your Asana board. What goes in the Intergrations and final checklist section?
Hi Rachel.. Thank you for this very informative video. I am learning and new to Client onboarding, and this video inspired me. I decided to try Asana as my Project Management tool as I was attracted to the façade of your board in this video. Quick question, though... How did you change your background color to black? I want to change mine too into dark color so it would look more professional. Thanks.
This question concerns Webflow (sorry as this is not exactly on topic).. I am just starting out and would like to know how you work with several clients based on web creation from a cost-out method? Is there a way to set several users up so they get charged by webflow (to their individual credit card) for usage? At the moment it only allows 1 payment option (that I can find). Any help would be great! thx
Love all this. It might be too much for an illustration project. But for media buying and creative campaign, the system would be even more detailed. I'm most used to the former but may move into more complex projects that this could help with so thank you.! fyi: 15:14 No "e" in smooth. :)
Hi Rachel, My question is: What is the most effective way to begin a project with a client after cold calling has worked well? If anyone can help me out with the entire roadmap, I would appreciate it. Many thanks!
Do you allow the client access to the full board? Or only for certain cards, lanes, etc? I'm using clickup and it's interesting for me to have checklists for some of these cards, but I'm sure it's not interesting for the client to see my internal processes.
Hello Rachel just a q. About the contracts who did u get ur contracts done by a lawyer or did u find templates online cause I need a little help with those, thanks
Thank you Rachel...I needed this video, I am new to the UK as a logo designer and I have spent months not being able to start the business here because I have zero idea of what documents and processes need to be put in place to ensure my client perceive me as a professional.... this video with Matts video are answering all my questions. I would love if there was a way for me to have a 1 on 1 meeting to ask more personal questions regarding starting a design career here in the UK.
Thanks for watching Duet! Starting a business can be so overwhelming. Mentorship might be coming soon in the new year so keep an eye on my Instagram for updates and maybe we can organise 🙏
This was so informative! Thank you for sharing this 🙌. I would love to see a video of how to price your client projects appropriately and how you go about this. I struggle so much and am always unsure about how much I should charge.
![[UNCUT] “บอสณวัฒน์” ลากไส้!! ใครหนุนหลัง "แม่ตั๊ก ป๋าเบียร์" I คนดังนั่งเคลียร์ I 30 ก.ย. 67](http://i.ytimg.com/vi/QlD7mU2KKRk/mqdefault.jpg)
It's always interesting finding South Africans in the wild like this
😂🤣😂 I noticed immediately. She definitely brought the GEES
I know right. I was like hey thats my accent but you don't expect to hear it on Flux for example...
Lol shoutout sa
@@joshuamatzner1451 Lekker as it should be! ✌️
Bro
Can you please share the website contract template? :)
Love this Rachel! Lots of freelance gold in this vid. Would love to hear about your process with initial contact and how you lead into this onboarding process. Do you get the “yes let’s work together” before creating these templates? Or is this something you send them in substitute to a proposal?
Just curious since I’ve tried a few things and have yet found the right method for me and my clients
Great idea Austin - I’ll put it on the list for a vid in 2022 ✌️✨
@@rachelhurry3449 Thanks Rachel for these suggestions, it’s a wonderful way to care about the client and establish a real collaboration. As asked in the comment I’m replying on, I'd find very useful to see how you handle the phase before what you illustrated here, the one that goes from the very first client contact and request to the proposal and deposit's invoice, because it’s the one I struggle the most. All the best 😀
How do I request more information for help with branding?
This is beautiful! The welcome PDF is brilliant! I'll definitely implement this to my business.
I just got 2 clients yesterday & didn't know what to do, & i was really stressed .now i know . Thanks alot
So glad you found the vid! Good luck with your new clients!
You got this YahiaELID! And if anything goes wrong, we're all making mistakes and learning. 👊
This video was super helpful!
Please upload more such videos on covering the other aspects of project management.
Also love from India! ❤️🇮🇳
This is a goldmine of a video, thank you so much. Working on creating my first ever proposal for myself and this is a HUGE help. Are you able to share a copy of the pdf?
I've said numerous times that I have gained so much knowledge from Flux and this video is yet another solid example of invaluable information handed out.
The PDF is awesome! I noticed that others also enjoyed it and are now asking to purchase it.
Please count me in as well!
Anyway to get my hands on that welcome PDF?
Thanks!
Working on a resource shop as we speak!
Thanks for sharing your knowledge for free
Amazing, this was so well articulated and thorough - please do more videos on best practice client management and engagement - I'd love to see something on how you prepare Brand Identity Guidelines - there are loads of templates but I'd love your views on what's important especially for a start up lead by minds that don't generally understand or think about design value in the way us creatives do.
Amazing content guys keep up the good work!
Thank you for this, Rachel! This was really insightful and quite timely. My goal for the next year is to streamline my process and being able to get a glimpse of how you onboard and offboard your clients is invaluable. I can definitely imagine your clients feeling absolutely cared for and how they would happily refer you to their peers just from the experience alone. Anyway, I will have to rewatch this as there are insights here that I will have to take note of and unpack. Thank you, Rachel! Looking forward to more videos from you, happy new year!
Thank you Rachel! This video is one of the most practical and useful. The process you explained is very methodical and systematic. You are right communication and keeping the client updated is very important.
I am sure to positively impact customer satisfaction in crease the connect with them and by implementing what you have suggested. You really articulated the entire process so well.
Wow! I am new to design and had no idea of the process. I had done a little research but was just moving intuitively. This is an incredible insight into what I should be aiming for. I honestly had no idea the depth you go into for setting up communication and overall enhancing the whole experience for them. Thanks so much. 😀
How do you navigate acquiring payment details for reoccurring subscriptions that are required for the website build? Do you ask the client for the banking details in the beginning or do you have to have the client do that themself? Thanks so much for the awesome video.
Thanks you so much value ! Can you share the welcome pdf Template ?
Great idea! I’ll look at creating a resource soon!
Soooooo insightful! I love it, Rachel! Thanks for this video
Good job Rachel great process here.
Love this Rachel - brilliant video, very clear and helpful. Thanks for sharing. You ask what types of videos we would like to see more of ... definitely this side of it: the business processes. Love it.
It's been 1 month in my download, I am not able to concentrate because you so beautiful that my concentration is not OK... I have to go to doctor now. 😅
this video is pure Gold. Thank you ❤
Which have been the most popular brands you have work with?
Thank you so much for sharing this.. Could we get a template of those templates? like asana
thank you so much! i really learned a lot in this video. THIS is premium content hahaha
Thank you! 🙏 💜
this is amazing value Rachel, defiantly going to be testing out using a welcome pdf
Incredible!
Thanks for sharing, I'm only a beginner dev but it's always great learning from other people who know what they're doing :D
How can I collect images and content from my client who is interested in semi custom template.
Great Video !! btw Rachel, nice to hear a South African voice?
Could you please share onboard email content because I started my journey recently.
I really like this welcome pdf, is there a template for it that can customize for my own?
I have tried downloading the template, sadly I cannot.
Excellent tutorial on onboarding clients!
This well broken down, although my experience tells me a lot of these steps are just a waste of time and although clients want to be treated well they also like to avoid wasting time with unnecessary steps. Great video though!
Rachel is South African, if my ear serves me...
This is good stuffs, we will immediately implement it in our process. Thanks
Great great great video (as usual). 🙌. Thx for your advices. Can’t wait for the next video to come .)
Thanks a lot. Very Helpful
Glad it was helpful!
@@FluxAcademy I'm using your strategy in my business. Again thanks
Asana template
We do have a question. Why do you send the invoice over before the contract?
This video is gold! Filled with super valuable information, thank you!
But when do I take my underwear off and insert the paler into the burr🥱
I use Airtable for almost everything in my biz
Airtable is awesome! At Flux we use Coda. 🖥 ✨
Is it possible to receive a template for the Welcome PDF?
Hey I'm asking about a formalised feedback step. How does one go about that. I feel a Google form isn't sufficient. Could anyone expand on this?
This can also be done on a quick call guided by the Google form 🖤
Excellent video! Thank you!
Thank you for making this, please create more freelance videos.
HEY, PLEASE CAN I GET YOUR WELCOME GUIDE TEMPLATE
Great information! I've been freelancing for a while. And there is info here that will really help me up my game! THANKS
Glad you enjoyed it Russell!
Thank you for a very interesting and informative video. Regarding checking in with clients later, how long is it our responsibility? My client messed up his website and 6 weeks after the site went live, he wants me to fix it up!
Sorry to hear that! Did you write anything about this in your contract? For example - what were the deliverables. If so, you can get back to the client and send him a proposal for the fix or hourly rate. Alternatively, you can open an exception and fix it without charge, but this only if you state this exception from the beginning and make sure you define the scope of the fix - this will avoid creating a situation where the client pushes you to do more changes or rely on your good will for similar situations in the future.
Thanks a lot! So informative as always! Rachel you`re enthralling!
Thank you so much for this video. It's greatly needed for us beginner designers to know what lies ahead and I personally would like to see more of this type of content, I'm glad you're expanding your topics.
Is there reason that u use asena instead of notion is there adventages?
this was really awesome. extremely professional process while still maintaining a human connection. Loved the PDF. Btw, any chance to buy the template for either Asana or the PDF?
Really great ideas - working on a resource shop as we speak 🙌
@@rachelhurry3449 sweet. fancy giving me a copy? will try to give as much valuable feedback as I can :) sry for the shameless question
@@rachelhurry3449 any update on the shop? :)
This is amazing and insightful!! Thank you!
So glad to hear - more to come! 🙌
Very insightful 😊 thanks for sharing
thank you for the video very interesting
Interesting this is helpful for non designer as well
Amazing value, but I tried accessing the notion template, but at the moment I didn't get the mail. There is something wrong, can I get the link as the process for repairing the mail process will take time.
Sorry you’re having trouble accessing this resource. Please click "Help" on our website (bottom right corner) and a member of our team will assist you.
This is a great resource. Thank you Rachel and Flux team!
Ironically, what I learned the most from this was OFFboarding, and how to properly structure it lol.
Hey loving this video, that glitch in your browser, know what's causing it?
I'm having the same problem on my phone's Chrome browser
Question: Shouldn't you know the Website Goal before you start the web project? How would you make an estimate without these informations?
Could you do a video on contracts?
Hi Rachel..
Thank you for this very informative video. I have a question about your Asana board. What goes in the Intergrations and final checklist section?
Hi Rachel.. Thank you for this very informative video. I am learning and new to Client onboarding, and this video inspired me. I decided to try Asana as my Project Management tool as I was attracted to the façade of your board in this video. Quick question, though... How did you change your background color to black? I want to change mine too into dark color so it would look more professional. Thanks.
Great video, thank you!
Do you know if you can share template in Asana?
This question concerns Webflow (sorry as this is not exactly on topic)..
I am just starting out and would like to know how you work with several clients based on web creation from a
cost-out method? Is there a way to set several users up so they get charged by webflow (to their individual credit card) for usage?
At the moment it only allows 1 payment option (that I can find). Any help would be great! thx
This video carried the most value than I ever expected. I am just requesting some templates and if ok I can contact Rachel privately
Great Video!
What do you mean by Services and Info Guide (16:15)? What is the difference between the Brand Guidelines?
Love all this. It might be too much for an illustration project. But for media buying and creative campaign, the system would be even more detailed. I'm most used to the former but may move into more complex projects that this could help with so thank you.!
fyi:
15:14 No "e" in smooth. :)
Thank you for creating this video and sharing your experience. That was a ton of great and useful information for me.
oh Rachel! video was amazing. Thank you so much. Was wonder if you can share that asana template with me? tia
Hi Rachel,
My question is: What is the most effective way to begin a project with a client after cold calling has worked well? If anyone can help me out with the entire roadmap, I would appreciate it. Many thanks!
Do you allow the client access to the full board? Or only for certain cards, lanes, etc? I'm using clickup and it's interesting for me to have checklists for some of these cards, but I'm sure it's not interesting for the client to see my internal processes.
Definitely bits a gold in here. Great vid. Thanks for sharing your process.
Hello Rachel just a q. About the contracts who did u get ur contracts done by a lawyer or did u find templates online cause I need a little help with those, thanks
Thank you Rachel...I needed this video, I am new to the UK as a logo designer and I have spent months not being able to start the business here because I have zero idea of what documents and processes need to be put in place to ensure my client perceive me as a professional.... this video with Matts video are answering all my questions. I would love if there was a way for me to have a 1 on 1 meeting to ask more personal questions regarding starting a design career here in the UK.
Thanks for watching Duet! Starting a business can be so overwhelming. Mentorship might be coming soon in the new year so keep an eye on my Instagram for updates and maybe we can organise 🙏
@@rachelhurry3449 thank you...Will keep an eye out
I loved that welcome pdf! thank you for sharing
Thanks Rachel. That was fantastic
Love it, thank you for inspiring everyone Rachel!
“Oh I feel stupid syndrome” - nice 👍🏻
So much of value 🔥
Way Too Long winded.
Super good video. Thank you Rachel!
An amazing process, Thanks for sharing Rachel :)
This video is super valuable, thank you!!
I have been trying to figure out how to create an onboarding process with Asana and this is gold. Thank you!
Is there any way to get this PDF?
It would mean the world to me!
Thank you. Very useful, well structured and clearly explained. Looking forward to your next video.
Had to rewatch this a couple of times to get it but it's brilliant!
what a great video thank you so much i watched all the way to the end and really learned so much
This was so informative! Thank you for sharing this 🙌. I would love to see a video of how to price your client projects appropriately and how you go about this. I struggle so much and am always unsure about how much I should charge.
Great video, very useful thanks!
She’s South African 😭❤️
Great content and very helpful to align all necessary steps! Thank you!
Really amazing content on this channel. Thanks to Ran Segall
Were the contract templates anywhere for download?
This is really valuable! I like Rachel a lot :)