Client management

You've landed a new client you worked hard to convert. Congratulations—now what? Here's our 8-step client onboarding checklist to help you kick things off right.

Your client experience begins as soon someone has that initial first impression of you. It is how you make potential and booked clients feel.

We've seen a lot of questions about managing clients and keeping projects running smoothly both online in general, as well as in our Facebook group. Since you should be the one in control of the

Take a look inside my proven client onboarding process and the key components for onboarding a client as a service provider regardless of your industry that keeps you protected, keeps your client delighted, and keeps the back-and-forth email exchange to a minimum. Uh, yes, please!

This incredibly detailed online Project Management Course examines the knowledge, skills, tools, and techniques you need as you train to be an effective project manager.

Fahim Moledina is a results-oriented strategist that helps teams and executives thrive. He has a track record of building strong teams and has spent over fifteen years in senior management roles. He has mastered change management, difficult initiatives, and business changes. His impeccable experience in IT, finance, business analysis, software implementation, workforce planning, strategic planning, and directing teams allows him to execute projects on time and on a budget.

My Client Process

This planner - The Client Management Planner - is the perfect resource for client-based businesses who are looking for ways to organize and systemize their processes. This toolkit has truly helped me keep all of my client information, project details, tasks, and order history all in one place so I have one less thing to worry about as a business owner! #projecttracking #projectplanning #projectdetails #clientmanagement #projecttracker #projectplanner

Transform your social media management approach with our FREE Client Onboarding Questionnaire. This essential tool is designed to help you understand your client's social media needs, expectations, and preferences. By gaining insight into their unique vision, you can tailor your services to achieve the best results. Don't miss out on this powerful tool to elevate your social media management game!

ISO 27001 Certification enables you to secure information assets, your customers & reputation for organisations that manage sensitive data on behalf of their customers.