This is so helpful. I used to have clients return a signed copy of the proposal in their acceptance e-mail as proof of agreement but following up the proposal with a service contract is so much more professional. Plus, I once got burned by a scope creep client this way who never paid and I was so embarrassed I had hopped to his every whim including almost as dozen extra drafts for such a small fee anyway, that I never pursued it - it was during the month I started my LLC. It wouldn’t have been worth hiring legal help to get payment at the nominal fee I charged him, so I just let it go and prayed for the guy - who thought a lot of himself as a local businessman - that his attitude would offer him a valuable lesson someday. Nightmare clients are the reason I started the LLC, to protect myself and project the value of my work. It functions as a freelance business, but protects other assets and may give me room to grow if I decide to scale it to an agency, school, or training center at some point in the future.
I’m getting stuck with how to communicate, understand and get the project from clients. You cut the ground under my feet, Alex. Your video’ve helped me gain more confident and get closer to clients. I really love ur videos, thank you so much.
Super great video Alex, not even 4mins in and my sticky notes are transferring to my notebook. So much knowledge and value given already and not even half way through the video. That Discovery call is very powerful.
Hi! I’ve been watching your stuff for a while and thought I’d say thank you. Keep it up, you are doing great and I really appreciate your content. It’s been super helpful!
Hola! Thank you Alex for giving such a clear and actionable on-boarding process. Would it be better to add a questionnaire for the clients to fill as a step before branding process to give the clients time to present a more thoughtful and clear answer to the foundational questions? Also a few weeks ago you had asked on a poll which of the 3-4 brand storytelling types do we prefer. It would be very helpful if you could make a video doing in depth about each of them.
Sure you could definitely do the survey if you want to streamline the process! I personally prefer to do the call, because my first priority is always to get them on a call and start developing a relationship with them. And I do have a video on the 4 storytelling methods :) th-cam.com/video/YaOZyJ9ZDQM/w-d-xo.html
Could you give us an example of questions you find key to ask during these client calls? :) I'd find that so helpful. I am always so anxious talking to clients and I get chaotic often.
Another helpful video! Especially when you said that we need to set a call to explain the proposal and not just send it to them 🙌🏻💗 Hope you can make a video about how to attract your dream clients 🥺💗
I came here so desperate for the information but I ended up staring at her beautiful peaceful face! Something is so pleasing when you just stare at her , and I am saying this with totally good intention. I had to watch the video again to get the information I needed, but realized after all that I did it again looking at her intensely as she was joyfully talking! Here we go again @alexcattoni I am watching the video for the third time and I promise you that i’ll get through it this time 😁🤟🏻
In summary, the 5-steps to onboard client like a pro are: 1. Have a discovery call - make sure you and your prospects align 2. Follow up with a highly personalized email 3. Proposal - outline pricing and timing in a call 4. Send the contract 5. Branding call- get to know your clients brand💯
I just found your video! My question, on the follow up proposal, how do you end the email to ask if they are on board and agree to hire you? How do you ask them that to make them respond if they will move forward with you? Not sure if you will ever see my comment, I didn't realize this was a year ago LOL
Thanks and regards for your help 🆘 and we will meet tomorrow morning 🌅🌄 for our regular basis key note 🎵🎶 in morning.now I am making vreafing about it for the story telling Blog stats.
Thanks so much for this, Alex! I'm curious... once you're done with the branding call and now off to doing some research for the brand/business' ideal client, how do you make target market research easier and quicker?
Hmm yes and no. You come to a general agreement that you'd like to move forward, but in order to really "close them" you have to follow up with a scope and proposal that they need to agree to.
Pls will I do all this in one call, or I will book a call five times with the client, also if I am booking a call five times with them is it not me taking much of there time
Hi Alex! I'm confused between FOLLOW-UP and PROPOSAL. Is that in one email only? Or do I need to wait for a client to respond to my follow-up email before I send the proposal? Thanks!
In most cases, this will be two separate emails. The follow-up should be recapping what you heard their needs were during the call, and making sure the client is on board with everything you've recapped. If they are, then you would send a proposal. Waiting to make sure you're on the same page first will save you time in the long run :)
This is so helpful. I used to have clients return a signed copy of the proposal in their acceptance e-mail as proof of agreement but following up the proposal with a service contract is so much more professional.
Plus, I once got burned by a scope creep client this way who never paid and I was so embarrassed I had hopped to his every whim including almost as dozen extra drafts for such a small fee anyway, that I never pursued it - it was during the month I started my LLC. It wouldn’t have been worth hiring legal help to get payment at the nominal fee I charged him, so I just let it go and prayed for the guy - who thought a lot of himself as a local businessman - that his attitude would offer him a valuable lesson someday.
Nightmare clients are the reason I started the LLC, to protect myself and project the value of my work. It functions as a freelance business, but protects other assets and may give me room to grow if I decide to scale it to an agency, school, or training center at some point in the future.
Sorry that happened! I'm glad this video was helpful, hopefully it'll save you some stress in the future
I’m getting stuck with how to communicate, understand and get the project from clients. You cut the ground under my feet, Alex. Your video’ve helped me gain more confident and get closer to clients. I really love ur videos, thank you so much.
I'm so happy to hear that! Thank you so much :)
Super great video Alex, not even 4mins in and my sticky notes are transferring to my notebook. So much knowledge and value given already and not even half way through the video. That Discovery call is very powerful.
Thank you, Mark! Glad you enjoyed this one
We need not to go to any other channel after getting insights from you Alex ❤
Hi! I’ve been watching your stuff for a while and thought I’d say thank you. Keep it up, you are doing great and I really appreciate your content. It’s been super helpful!
Thank you so much!
Love your discovery call video and vids like this that go beyond inspiration and give info on structuring the biz. So grateful!
Thank you!
Wow, that was helpful, insightful, and practical information. Thanks!😀👍👍
Glad you found it helpful!
Alex, your advice and guidance is GOLD, like always ❤️🙏😊
Thank you!
Hola! Thank you Alex for giving such a clear and actionable on-boarding process. Would it be better to add a questionnaire for the clients to fill as a step before branding process to give the clients time to present a more thoughtful and clear answer to the foundational questions?
Also a few weeks ago you had asked on a poll which of the 3-4 brand storytelling types do we prefer. It would be very helpful if you could make a video doing in depth about each of them.
Sure you could definitely do the survey if you want to streamline the process! I personally prefer to do the call, because my first priority is always to get them on a call and start developing a relationship with them.
And I do have a video on the 4 storytelling methods :) th-cam.com/video/YaOZyJ9ZDQM/w-d-xo.html
@@AlexCattoni Thank you!
Really needed this 😁😁😁 thanks 😊
These were really great tips. Thank you for sharing. I needed this the most.
You are so welcome!
Could you give us an example of questions you find key to ask during these client calls? :) I'd find that so helpful. I am always so anxious talking to clients and I get chaotic often.
Super duper helpful tips! Awesome vid Alex. Keep killing it!
Great video! Exactly what I needed. Many thanks for the help, as always!
Glad it helped!
Thanks!
This is very valuable, thanks so much
This is sooo incredibly helpful! Thank you
So happy it was helpful!
This is great! Thank you for sharing 🥂
This was great :)
Wow...loved those tips. Thanks for sharing 😊
Thanks for watching!
In my case I get paid FIRST. Before a lot of these steps. But STILL this is very helpful even though my order of steps will be way different. Thanks!
That's amazing! Thanks for watching ⚡️
Another helpful video! Especially when you said that we need to set a call to explain the proposal and not just send it to them 🙌🏻💗
Hope you can make a video about how to attract your dream clients 🥺💗
Glad it was helpful! Thank you :)
I came here so desperate for the information but I ended up staring at her beautiful peaceful face! Something is so pleasing when you just stare at her , and I am saying this with totally good intention. I had to watch the video again to get the information I needed, but realized after all that I did it again looking at her intensely as she was joyfully talking!
Here we go again @alexcattoni I am watching the video for the third time and I promise you that i’ll get through it this time 😁🤟🏻
Simp
In summary, the 5-steps to onboard client like a pro are:
1. Have a discovery call - make sure you and your prospects align
2. Follow up with a highly personalized email
3. Proposal - outline pricing and timing in a call
4. Send the contract
5. Branding call- get to know your clients brand💯
Wonderful wonderful video
Do you use a set list of preliminary questions BEFORE the discovery call? What would those be?
1,000th like! WOOOOOOOOOT
awesome and useful video
Glad you think so!
I just found your video! My question, on the follow up proposal, how do you end the email to ask if they are on board and agree to hire you? How do you ask them that to make them respond if they will move forward with you? Not sure if you will ever see my comment, I didn't realize this was a year ago LOL
What are red flags that a brand isn’t for someone?
Thanks and regards for your help 🆘 and we will meet tomorrow morning 🌅🌄 for our regular basis key note 🎵🎶 in morning.now I am making vreafing about it for the story telling Blog stats.
Pls make a video on "how to find clients!"
I have a few videos on this topic :) here's a playlist for you: th-cam.com/play/PL56Rdybt5tTR13NEO9vSgFcl544u2sjy9.html
Thanks so much for this, Alex!
I'm curious... once you're done with the branding call and now off to doing some research for the brand/business' ideal client, how do you make target market research easier and quicker?
Great question! I have a few tips that I share in this video: th-cam.com/video/xmsRw9LBxjU/w-d-xo.html
Thank you 🙇🏻♂️
You’re welcome 😊
Love u ♥
Cool
Do you not close them on the discovery call?
Hmm yes and no. You come to a general agreement that you'd like to move forward, but in order to really "close them" you have to follow up with a scope and proposal that they need to agree to.
Pls will I do all this in one call, or I will book a call five times with the client, also if I am booking a call five times with them is it not me taking much of there time
All in one call
For the discovery call do you use an app to record the call and if so what recommendations do you have?
I take all my calls on Zoom and they have a recording feature!
Thank you very much for answering my question. Do you have any videos that cover deliverables by any chance?
Hi Alex! I'm confused between FOLLOW-UP and PROPOSAL. Is that in one email only? Or do I need to wait for a client to respond to my follow-up email before I send the proposal? Thanks!
In most cases, this will be two separate emails. The follow-up should be recapping what you heard their needs were during the call, and making sure the client is on board with everything you've recapped.
If they are, then you would send a proposal. Waiting to make sure you're on the same page first will save you time in the long run :)
@@AlexCattoni Thank you so much! Appreciate it :)
Process is too Long.