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“How can I increase revenue for my business?” It’s a question you’ve likely asked yourself more than once. And there are many ways of driving more sales — search engine optimization (SEO), content marketing, and email marketing just to name a few. These are all effective strategies to increase your bottom line. But there’s one strategy that you might be overlooking: strategic partnerships. According to a study from Forester, 77% of businesses say that partnerships were central to their sales and marketing strategy. Over half of the companies surveyed (52%) said they get more than 20% of their revenue from such collaborations. So, what exactly are strategic partnerships and how can you leverage them to increase revenue growth for your business? That’s what you’re about to find out here. In this article, we’ll take an in-depth look at what strategic partnerships are, the value they provide, and an overview of common types of partnerships. We’ll also look at how you can make these partnerships work for your business. What are strategic partnerships?Strategic partnerships are long-term business relationships between two parties. The general idea behind a strategic partnership is that two companies provide value to each other. They complement one another. As a small business, you might partner with an industry-specific organization to increase your reach. The relationship in this case is mutually beneficial — you can reach a new audience, and the organization benefits by working with a thought leader. Now let’s take a look at how strategic partnerships can boost your bottom line. Benefits of strategic partnershipsYou can grow your business in an endless number of ways. But you’ll be able to grow your business to new heights with the right partnerships. Here are some of the benefits of forming strategic partnerships and why they should be more of a priority if they aren’t already. Increases brand exposureIncreasing brand awareness is the first step to reaching your audience. But the business landscape is more competitive than ever as consumers have an endless number of brands and products to choose from. The best thing you can do for your small business is to let people know who you are and the value you provide. Partnering with other organizations or even influencers can expose your brand to more people. Consumers may not purchase right away, but they’ll be aware of your brand. Check out this article to further help you build your brand online. Provides access to new customersThis one is obvious, but it’s still worth mentioning. When you form a strategic partnership with another company, you also have the opportunity to reach their customers as well. This is an effective way to grow your business. For example, let’s say you’re a web design agency and you partner with a content marketing agency. If that agency needs help with design work for their clients, they can send work your way and vice versa. Lets you reach new marketsIn addition to generating brand exposure and reaching new customers, you can also leverage strategic partnerships to enter new markets that you’ve never explored before. As an example, consider Starbucks and Spotify. These companies are in completely different spaces, yet the two formed a mutually beneficial partnership. The partnership allows Spotify to tap into a new market (coffee drinkers) and reach more potential subscribers. When coffee lovers visit Starbucks and hear a song they like, Spotify users can tap into those playlists and add them to their own. This allows them to receive reward points that they can redeem for drinks. If you’re looking to tap into a new market or test the waters, forming a strategic partnership is one of the best ways to do it. Of course, you’ll want to look for ways that your partner can benefit as well. Decreases customer acquisition costsNo matter how awesome your products or services are, you need to grow your customer base to stay in business. But between advertising and overhead costs, acquiring new customers isn’t exactly cheap. Forming strategic partnerships helps you reduce your customer acquisition costs. Working with another company can often allow you to grow your own without having to increase your overhead costs. Let’s look at an example of how this looks. A reseller or distributor might sell another company’s Software as a Service (SaaS) product and earn a commission in the process. The company’s own sales team can quickly close the deal without having to nurture the lead. Forming strategic partnerships can be incredibly lucrative for all parties involved. It generates brand awareness, provides access to new customers, and can lower your overall customer acquisition costs. Now let’s take a look at some of the more common types of partnerships. Common types of partnershipsCollaborations between two companies are a common type of partnership. One that comes to mind is the collaboration between Apple and Nike. The two companies partnered together to create a Nike version of Apple’s popular smartwatch, which comes with exclusive watch faces and bands. Here are other types of partnerships that you may consider forming with other companies: Competency gap partnershipsAs a small business, you simply can’t do everything yourself. There are likely aspects of a project where you need outside help. For example, let’s say you’re developing a mobile app for another company, but you don’t have anyone on your team who can create custom graphics. You could either hire someone (more overhead costs) or form a partnership with another company to fill the “gap.” Such a partnership benefits both parties as they can also reach out if they need coding work for their app. Small businesses can’t build their own e-commerce fraud detection solutions, but in 2021 some of them desperately need to have one. Once again, it makes sense to contact an experienced vendor that can offer a solution and fill this competency gap. Distribution partnershipsDistribution partnerships are another common type of partnership, but with more of an emphasis on the supply chain. Distribution partnerships enable you to get your products to your customers. Distribution partnerships are vital to many industries. But one of the most obvious is in companies that do business-to-consumer (B2C) commerce. These companies rely on partnerships throughout various parts of the value chain to create value for customers. This includes partnerships within the procurement, production, and distribution phases. If you sell products, these types of partnerships are key to making sure that your customers receive your products. Integration partnershipsIntegration partnerships are when you work with another company to build and deliver an integrated product or service. Examples of integration partnerships can be seen in the technology sector. For example, Intel makes processors for a number of computer manufacturers, including Apple, HP, and Lenovo. These companies use Intel’s processes and integrate them into their computers. Another example of integration partnerships can also be seen in the SaaS industry. Many SaaS products integrate with other services to gain a competitive advantage. Frevvo’s business process automation software integrates with several other software including Google Apps Active Directory, SharePoint, and SQL databases. This kind of integration streamlines the customer experience. Instead of having to switch between different applications, you can simply use one. Financial partnershipsA common struggle for growing businesses is managing their cash flow. The fact remains that you need money to run your business. But that can be a challenge in the beginning when you’re still acquiring customers. One option is to seek a financial partnership with a company that can provide funding. One financial partnership that comes to mind is between SoftBank and WeWork, a company that provides shared workspaces for technology startups. WeWork needed funding to grow its business and purchase real estate. SoftBank provided them with a $18.5 billion dollar loan in exchange for a partial stake in the company. via Freelancers Union Blog https://blog.freelancersunion.org/2021/04/14/the-freelancers-guide-to-strategic-partnerships/
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If you have already filed your freelance taxes for 2020, you may have noticed that your deductions for meal expenses were considerably lower than in past years. While this is probably in part because you had fewer business meals due to the COVID-19 pandemic, it is also attributable to some major changes in entertainment and meal expense deductions brought about by the Tax Cuts and Jobs Act (TCJA) — which were only finalized in the last few months of 2020. However, under the COVID-19 relief package passed at the end of December 2020, there are important modifications to eligible business meal expenses which may benefit your freelance tax situation for the next two years. Beginning Jan. 1, 2021 through Dec. 31, 2022, businesses can claim 100% of their food or beverage expenses paid to restaurants as long as the business owner (or an employee of the business) is present when food or beverages are provided and the expense is considered reasonable. The 100% business meal deduction is designed to help restaurants affected by the pandemic. Under this temporary tax deduction provision, restaurants are defined as “businesses that prepare and sell food or beverages to retail customers for immediate on-premises and/or off-premises consumption” by the IRS. This means that if you are buying a business meal from a grocery store or convenience store, it is not eligible under these rules. In addition, this provision does not allow certain employer-operated eating facilities (such as an office cafeteria) to be classified as restaurants. To fully deduct business-related restaurant meals, be sure to keep your receipts. To write off the full amount of your eligible restaurant meals next tax season, you must substantiate the expense with a receipt and also document when, where, why, and with whom you shared the meal. Your meals must meet the requirements laid out in the related IRS guidance when it comes to who you share the meal with. It must be: “a person with whom the taxpayer could reasonably expect to engage or deal in the active conduct of the taxpayer’s trade or business, such as the taxpayer’s customer, client, supplier, employee, agent, partner, or professional adviser, whether established or prospective.” As far as record-keeping goes, keep your restaurant receipts in order so you have the documentation needed to reduce your tax bill as much as possible. Once 2022 is over, unless the 100% deductibility guidance is extended, the rules put in place under the TCJA will come back into play. That guidance applies for expenses incurred after December 31, 2017, and, under the TCJA, if they are incurred and paid after Dec. 31, 2025, they will not be deductible at all. While many times you do not have to keep a receipt for an expense of $75 or less, the IRS can demand to see all receipts. To be on the safe side, keep those restaurant receipts close by for at least three years (the IRS Period of Limitations). In general, you need to keep your tax records for three years from the date the associated return was filed, or from the due date of the tax return (whichever is later). It is a good practice to scan your restaurant receipts (even small ones) for safekeeping and also record the purpose of the expense, what business topic you discussed over the meal, and who you were with. There are apps that can help you capture these and other expenses so that when it comes time to file your taxes, you can easily add up and track all of your deductible expenses, thereby mitigating your tax obligations as much as possible. Jonathan Medows is a New York City-based CPA who specializes in taxes and business issues for freelancers and self-employed individuals across the country. He provides tax, accounting and business articles for freelancers on his website, www.cpaforfreelancers.com, which also features a blog and a comprehensive freelance tax guide. Please note, due to the high volume of inquiries in regard to COVID-19, Jonathan is not able to respond to individual requests for information at this time. via Freelancers Union Blog https://blog.freelancersunion.org/2021/04/13/covid-era-business-meal-deductions-and-freelance-taxes-2021/
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Unlike salaried employees, freelancers get to choose how many days of vacation they get each year. Time off is essential to our overall well-being, though the right amount of time varies based on workload, financial goals, and personal ethos. Here are a few guidelines to keep in mind as you start planning for a reset. Reject rigiditySure, a salaried job offers health insurance, 401k plans, and at least a few weeks of paid time off. But one of the numerous perks of freelancing is getting out of that 9-to-5 box. Depending on your type of work and your industry, plus your own values and needs, the flexibility you have with taking time off is going to range. And it’s OK, you don’t have to feel guilty if your out-of-pocket times don’t align with a traditional work calendar. Freelancing means you have the freedom to create your own schedules for work and vacation. Of course, finding the systems that work best for you is key, whether you take one or eight weeks off each year. Banff-based writer Meghan J. Ward says she rarely takes conventional vacations and opts for trips where she can work from the road. However, she does observe Canada’s statutory holidays because her kids are often home. “As an outdoor, adventure, and travel writer I can often turn my leisure time into stories,” she says. That includes trips longer than three weeks as well as shorter trips into the backcountry to unwind and get away from her computer. Structure vacation around your slower seasonsThis may not be obvious right away, but as your freelance years add up, you’ll start to notice patterns in the busy and slow times. Patrice and Justin La Vigne have been freelancers for 10 years now — as outdoor gear testers and writers, and as property caretakers — and they’ve learned that the bulk of their work comes between March and October. During the slower months, they take trips, visit family, honor holidays, and mull over pitches and new projects. And because they live in Alaska where it’s darker during the winter months, they also catch up on sleep. “It’s not to say we’re not doing projects, because it’s ever-evolving for us,” Patrice says. “But it feels more balanced.” Set boundaries with clients, colleagues, and yourselfWith looser schedules, it’s easier for freelancers to blur the lines between work and down time. That’s where boundaries come in to help you set expectations for the people you work with and for yourself. For your clients and colleagues, it could be as simple as putting your out-of-office message up and giving them a heads up that you’ll be off the grid for a little bit. Copywriter and brand strategist Margaret Kerr-Jarrett, who’s based in Jerusalem, Israel, says she lets her clients know if there will be any interruptions in her work flow since she observes every Jewish holiday. “I let clients know far in advance when I will be back in action and at what capacity,” she says. For setting your own boundaries, it could mean not responding to emails to give your mind a rest. Ward says she actually finds it more stressful not to look at emails for a week or more. She says, “I prefer to check in, even if I have an away notice on, and archive/delete unnecessary emails and keep others organized for when I get home.” Know what you need financiallyOne barrier for freelancers taking time off is the thought of sacrificing an unpaid week — aka the opportunity to land new clients and commissions. A way around this is to charge enough for your paid work. “Your fees should be accounting for your time off,” Ward says. “If your rates are high enough, you can take on fewer gigs and take the foot off the gas from time to time.” Patrice La Vigne thinks in terms of what do we need for the month? Because clients pay inconsistently and sometimes months after a project wraps up, she says they ensure they save every time a new paycheck rolls in. When they enter their slow season, they can truly rest and not fret about money. Take smaller breaks to prevent burnoutIf you’re feeling anxious or unproductive, be a good boss to yourself. Spend that day away from your desk so you feel refreshed once you return. No matter if work is piling up or not, Patrice La Vigne forces herself to take at least 20 minutes a day for a walk or activity outdoors to let her mind wander. And every week, Ward takes one weekday off — a whole or half day — with her husband, Paul Zizka, a freelance photographer. Together, they think about new ideas they could potentially monetize. In Jerusalem, from sunset Friday to sunset Saturday, Kerr-Jarrett observes the Jewish sabbath. During these regularly scheduled breaks, she is completely offline, spending time with loved ones, resting, or getting outdoors. “It's the best day of the week and if I did not consider it mandatory, I don't think I could ever manage it,” she says. Every freelancer’s rest schedule differs. Keep in mind, how much time during the week and throughout the year do you need to feel rested? That way, you’re not rolling into your big vacation without any energy to spend on the fun stuff you’ve planned. via Freelancers Union Blog https://blog.freelancersunion.org/2021/04/12/the-freelancers-guide-to-taking-vacation/
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Whether you’re finally taking the plunge into the world of freelance writing or are a seasoned independent pro, the way you set up – and maintain – your business can have a real impact on the fruits of your labor. From your business structure to business partners, liabilities, and more, there’s a lot to consider (and reconsider as the media landscape continues to change). Make sure your bases are covered with this comprehensive checklist of all things business that freelance writers would do well to evaluate. Business partners· Who do you want/need to engage to help set your business up? (accountant, lawyer, etc.) · Who do you want/need to engage for support on an ongoing basis? Business structure· Is a sole proprietorship, LLC or S Corp the best structure for you? · What paperwork needs to be filed? Insurance· What business risks and liabilities should you be mindful of? · How much professional liability insurance do you need? (Freelance writer insurance covers claims of alleged libel, slander, defamation, copyright infringement and errors & omissions) Contracts· What type of contracts do you need to protect yourself/your business? · What type of protections should you ensure are in your contracts? (You’ll want to review this one periodically.) Banking· Will you open a dedicated bank account for your business? · Will you use a separate credit card for your business? Pricing· Is an hourly rate or flat project fee preferable (in instances where there is flexibility)? · How will you make sure you’re priced competitively? Time & Project Tracking· How will you track, log, and forecast your time/projects? · Do you need to invest in a time-tracking system? Payroll & Accounting· How will you track expenses? · How and when will you invoice clients? · What payment terms will you establish? · How will you pay yourself? (Do you need a payroll provider?) · How will you file business taxes? · Are you taking advantage of all appropriate business deductions? · What software do you need (if any)? Data Security· How will you ensure sensitive business and client data stays secure? If this list leaves you with more questions than answers, don’t stress. Freelancers Union has a great set of resources to tap into, as well as a short list of vetted partners who can help. Dinghy and NSM Insurance Group are proud to be among these partners. Offering professional liability insurance crafted exclusively for freelance writers, we’re here to help ensure you and your business are protected from all sorts of liabilities – without breaking the bank – and, most importantly, provide peace of mind. Give us a shout at [email protected] and let us know how we can help. Freelancers Union is partnering with Dinghy and NSM Insurance Group to introduce first-of-its-kind, affordable professional liability insurance crafted exclusively for freelance writers. Learn more and get a free quote online. via Freelancers Union Blog https://blog.freelancersunion.org/2021/04/08/the-ultimate-business-checklist-for-freelance-writers/
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Financial management is one of the most common issues we see freelancers struggling with. Tracking your cash flow, setting up and managing a business bank account, itemizing tax-deductible expenses … it’s a full-time job (on top of your full-time career). That’s why today, we’re happy to announce a new partnership with Lili, a mobile-first checking account designed just for freelancers. The Lili app comes loaded with financial management tools, including a ridiculously easy way to keep track of your business expenses — just swipe to categorize each purchase as either a personal or business expense. At the end of the quarter, you’ll have an automatically generated expense report that you can use to do your taxes and review your business progress. To make tax time easier, Lili provides an automatic tax savings bucket within the account. Just select the percentage of your income you’ll need to pay in taxes, and Lili will automatically set aside that amount from each payment you receive. When it’s time to pay your quarterly taxes, your savings bucket will be full, minimizing the risk of nasty surprises. More features that make Lili a freelancer’s dream include monthly spending review, push notifications so you know as soon as cash comes in or goes out of your account, and faster access to your money when you’re paid via direct deposit — get your cash up to 2 days earlier than a traditional bank! It’s free to open an account with Lili, and there are no monthly fees and no minimum balance requirement (no overdraft fees or international transaction fees, either!). And while Lili is a digital banking solution, it works in real life, too — the Lili Visa Business Debit Card comes with free ATM access at more than 38,000 locations across the country, plus the ability to deposit cash at more than 90,000 retailers. Freelancers Union members can set up a free Lili account in minutes. It’s easy to link existing bank accounts, Venmo, Cash App, Paypal, and more within the app, and you can start using your account right away. via Freelancers Union Blog https://blog.freelancersunion.org/2021/04/07/lili-is-making-freelance-banking-a-breeze/
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Some years ago, my young family and I lived in Harlem. One of the many things I loved about it were all the small businesses that dotted the brownstone lined streets. From the florist and cool hat shop to the bakeries and restaurants, every business invited you into a unique experience, culture, and story. Serengeti Tea and Spices was a particular favorite of mine. The first time I wandered in, I encountered the owner, Doughba Caranda-Martin, behind the counter serving customers along with his staff. Caranda-Martin is blessed with a smile, stature, and presence that makes you lean in and stick around is also incredibly warm and chatty. As he made the tea he recommended for me (by now I was putty in his hands), he told me about why he opened his store, where the tea came from, about his botanist grandmother, and their process for making and storing small-batch tea. His story drew me in, and his excellent product kept me coming back. A loyal fan and customer were born. Here’s the exciting part: This method of intentional and authentic storytelling works for ANY business. The caveat – you need to work at it (sounding easy isn’t the same as being easy), you must tell a story that’s true, and you have to deliver the product or service your story promises. When you have loyal fans and customers you have repeat business and income. You’ll see tangible, bottom line results. To sweeten the pot even more, stories shorten your sales cycle and help you close the sale more naturally and often. Sold? Read on for 5 ways to use storytelling to grow your creative business. 1) Commit to itOK, this one’s a biggie, because most of us have to learn how to share more of ourselves with intention. Overshare and you feel exposed, hold too much back and what’s the point. As an entrepreneur who built her first business being very much behind the scenes, putting myself front and center was challenging. My tip is to go slow. Start by identifying and communicating your values. Introduce yourself as a real person (instead of trying to masquerade as a bigger, faceless business) and replace your boring bio with a compelling story (more on that in step 3). 2) Don’t gloss over the tough partsThere’s nothing more boring than the perfect person telling you the story of their perfect life. Snooze! Listen, every good story has some drama, and I bet if you looked back over your business and life, you’d see a relationship between adversity and big, life-changing leaps. Don’t skip the adversity piece; it doesn’t make you look inept or unqualified, it makes you look human (and other humans like that!). 3) Embrace the classic story arcIf you’re not already aware of the arc of every good story, get ready to have your mind blown by its simplicity:
OK, now it’s time to dump the eye-glazing bio and use these steps to craft your compelling story. Note: writing your story isn’t easy. Keep at it, try different entry points, get a friend to read it. It’ll be worth the effort, I promise. 4) Align your journey and transformation with the outcome and results your clients or customers seekThis one’s important folks. You’re not just telling any story, you’re telling the story that helps your clients or customers see themselves in your journey. Why? Because that’s what builds trust and connection and helps people feel they know you before they even meet you. Make sure you’re clear on who your ideal clients are, where they want to be, and what challenges are in their way. 5) Invite others to tell their storyIf all this personal story telling is making you feel a bit self-conscious, try turning the focus outward. Inviting clients, community members, or people you admire to share their story with you – either on your blog, podcast, or Instagram Live – is a great way to incorporate storytelling into your business AND amplify others. via Freelancers Union Blog https://blog.freelancersunion.org/2021/04/06/5-ways-to-use-storytelling-to-grow-your-freelance-business/
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The IRS recently announced that it is extending the deadline for taxpayers to contribute to their eligible retirement accounts and health savings accounts for the 2020 tax year until May 17, 2021 (the same day that individual tax filings are now due). This means that freelancers have more time to make contributions to their individual retirement accounts such as IRAs and Roth IRAs and Health Savings Accounts (HSAs). Some other IRS extensions and updates to be aware of that may impact your freelance tax situation include: · Unclaimed refunds from the 2017 tax year can now be claimed up until May 17, 2021. Previously, the three-year window to claim refunds from tax year 2017 would have ended on April 15, 2021. If you had a refund owed to you from 2017, now is the time to file a return to claim it (you must file using a paper form and mail it by May 17, 2021), otherwise the U.S. Treasury will keep it. · The agency is automatically refunding up to $10,200 to individuals (and up to $20,400 for those married filing jointly) who filed their 2020 tax return including income from unemployment benefits before the American Rescue Plan Act was passed. This applies as long as your annual income is below $150,000. In most cases, you do not need to file an amended return due to these changes, unless the adjustment will impact your eligibility for other tax credits and deductions. · The application deadline for the Paycheck Protection Program’s second round of funding has been extended to May 31, 2021. If you want to take advantage of these funds for qualified expenses related to your freelance business, you have a little extra time to get your application in and potentially benefit in the current tax year. · Freelancers should also keep tabs on any extensions or changes to the local and state taxes which apply to them, as they may be different than the federal guidance. Please remember there has not been an extension for estimated taxes this year. Freelancers need to file their first quarter estimated taxes by the normal April 15 deadline to avoid fines and penalties. In addition, don’t wait until the last minute before the new income tax filing deadline — especially if you have a complex tax situation and need professional assistance. By filing now, you can ensure you won’t have to file a further extension and you’ll also be able to get any refund you are owed faster. Jonathan Medows is a New York City-based CPA who specializes in taxes and business issues for freelancers and self-employed individuals across the country. He provides tax, accounting and business articles for freelancers on his website, http://www.cpaforfreelancers.com, which also features a blog and a comprehensive freelance tax guide. Please note, due to the high volume of inquiries in regard to COVID-19, Jonathan is not able to respond to individual requests for information at this time. via Freelancers Union Blog https://blog.freelancersunion.org/2021/04/05/more-irs-deadlines-are-extended-to-may-17/
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“Your proposal works for us. When can you start?” These are the golden words every freelancer wants to hear. It marks the beginning of a new project and a new client relationship. Celebrations aside, it also calls for an important first step — client onboarding. Just the way new hires undergo an onboarding process, you need to establish a similar process every time you win a new client. This is your opportunity to introduce your freelance business, set expectations, and get to know your client better. A streamlined client onboarding process sets the foundation for a collaborative working relationship and is likely to improve retention. Here are five steps freelancers must include in their client onboarding process to kickstart the project on the right note. Finalize the documentationFirst up: get the legalities and documentation out of the way. Nobody enjoys this, but let’s not forget that this is a crucial step. Before you begin any work, make sure the contract is finalized and signed by both parties. Author Charles Stross has a tip for those developing contracts. He says, “Contract law is essentially a defensive scorched-earth battleground where the constant question is: if my business partner (client) was possessed by a brain-eating monster from beyond spacetime tomorrow, what is the worst thing they could do to me?” Your freelance contract should include the following essential elements:
You can use tools such as PandaDoc, HelloSign, and DocuSign to get contracts signed electronically within minutes. Send a welcome packetNothing says "welcome" better than sending new clients a welcome packet. It demonstrates your professionalism, shows that you value the relationship, and makes a great first impression. Think of all the information your client needs to know about your business and add it to the welcome packet. Nobody has the time to read text-heavy emails and presentations. So, make sure you deliver this information in a visually appealing manner that’s easy to read and understand. Here’s what you can include in your client welcome packet:
You can summarize all this information on a one-page company infographic to communicate it in an engaging and easily digestible way. For instance, here’s a template you can use. It’s a simple yet creative way to educate your new client about your freelance business. Source: Venngage Alternatively, you can also use a brochure maker and create an engaging digital brochure that can be sent with the welcome email. Create a client onboarding questionnaireImagine starting a project and midway through, realizing you don’t have answers to a few critical questions. What follows is a series of back-and-forth emails or conversations, wasting everyone's time. How do you avoid such a scenario? Create a client onboarding questionnaire and send it to them before you get started on the project. The idea is to understand your client’s business and project goals better so that you’re aligned from the get-go. Agency Analytics suggests breaking the questionnaire into four categories:
Make sure you ask specific questions that help you work on the project and meet the goals. This is also the time to ask for any supporting documents you might need during the course of the project. You can use tools such as Typeform, Google Forms, or SurveyMonkey to create this questionnaire. Schedule a kickoff meetingAfter you’ve received the answers to the questionnaire, it’s a good idea to do an initial project kickoff meeting. If you’re not able to meet in-person, make sure you do it over a video conference call — it adds a personal touch. Use this meeting to clarify doubts, set expectations, and answer questions. In case you have another team member assisting you in the project, be sure to include them too. The goal of this meeting is to get everyone on the same page and be aligned. Create a strategic project planNow that you have everything you need to begin the project, start with creating a project plan. Look at this document as a roadmap for the project that will help you keep the project on track. These are the important elements you can include in your project plan:
For instance, here’s a project plan timeline template you can use. It breaks the project into achievable tasks and assigns specific timelines, making it easier to track. Source: Venngage Communication is an important aspect of relationship marketing — clients like to be kept informed, and sharing a project plan or status report will help you maintain constant communication. via Freelancers Union Blog https://blog.freelancersunion.org/2021/04/01/how-to-do-client-onboarding-right/ |
AuthorI have 5+ years experience working as a medical transcriptionist. When I am not working, I enjoy sports like playing basketball or judo. I love making friends and connections. Archives
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