Impress Your Clients & Be Productive With The Perfect Process

Is it crazy town when you get a new client? A potential client shouldn’t cause you to go into panic mode. You should be excited and pull out your handy-dandy game plan to dazzle and impress. Give them a nice, positive experience right off the bat. Then keep them smilin’ with your brilliant and silky smooth process.

When a new client contacts you, what happens? Then what? And then what?

I’ll admit it, when I first started, I didn’t have a system other than a couple of checklists with things I needed to do when creating websites or logos. Other than that, I just did all on the fly. It got pretty stressful at times (especially with multiple clients at once) and I spent a lot of time emailing, looking up previous files and other mega time wasters.

“Plans are nothing; planning is everything.”
– Dwight D. Eisenhower

Has this happened to you too? You need a good process. First thing to do is create a step-by-step of what happens. What happens when someone first submits your contact form/calls you/emails/buys something?

What happens next? Are they loaded into your project software or lead system? Do you respond? If not, what needs to happen?

Take a super clear look at how things work now and compare them to how they SHOULD be working.

But, maybe it could be even better…

Take back control

Ya gots to have a plan. Yeah, you might know in your head what you need to do but I bet there’s a way to make your process better, easier and more streamline.

When I was in the baby stage of my business, I wished someone would just tell me what I need to do. “What’s the best way to do this?” Or “What are the best tools to do that…?” I joined groups for web design businesses, followed the smart people and soaked up everything I could.

“With organization comes empowerment.”
– Lynda Peterson

But I still felt a little lost. I kept thinking, “I know there has to be a better way to do things!” I needed a better process. Then, heeello! My fellow Girl’s Guide to Web Design peep (who is also the brains behind The Freelance To Freedom Project), Leah Kalamakis created this (and it’s one of the best things I ever did for my business):

Stress Less & Impress – This course will give you the exact steps on when to use certain intake forms and questionnaires to make your job easier. How to set client boundaries, steps to get going with scheduling software, project management software and a TON more! It’s FANTABULOUS! If you need help getting your process started (or actually have no clue where to start) then this is for you. Leah makes it uber-easy to get you biz shiz in order (plus she super nice with brains to match)!

Check out her FREE Freelance Process Cheat Sheet for amazing tips and must-have tools to be more productive, save time, impress your clients and quit pulling your hair out. (Just so I’m being upfront, I wanted to tell you that this is an affiliate link. But you can bet your booty that it’s not why I’m sharing. I’m sharing because like I mentioned before… it’s one of the best things I ever did for my business. So, click this link or Google it, either way, do it and get started doing things smarter!)

It’s all about…

  • Doing things smarter,
  • Creating more value for your clients,
  • Stressing less,
  • And having fun in your business!

Got questions or want to share a cool tool or process that totally made your business fun again? Tell me about!

– Janet
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{ 4 comments… add one }
  • Sonja Jobson April 16, 2015, 10:44 am

    Awesome post, Janet!

    There are some great tips in here 🙂 When I first started out, I always thought that I would get around to creating “systems” and “processes” once I felt established. Thanks to that attitude, I wasted so much time repeating things and starting from scratch with every client (especially the emailing part – answering questions, and starting the process with new prospects). Thanks for the great read !


    • Janet April 16, 2015, 11:33 am

      Ditto – email can be a time killer, so much better now! For me AND my clients! 🙂

  • Sierra April 16, 2015, 6:47 pm

    Great post! Systems have had such a huge impact on my business! And I’ve had my eye on Stress Less and Impress for a while now 😉

  • Beth April 16, 2015, 6:51 pm

    Yes, this course was such a lifesaver for me as well! Highly recommend!

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