How to Create a Killer Freelance Project System

How to Create a Killer Freelance Project System

Having a cohesive onboarding and project system for new freelance clients can save you time AND sanity. Instead of scrambling to remember what you usually do next for a new client, you’ll have your entire process laid out, streamlined, and even automated! Here...
How to Choose the Right CRM for You

How to Choose the Right CRM for You

Choosing the right CRM (customer/client relationship management) tool isn’t about choosing the ‘best’ CRM: it’s about choosing the right CRM for YOU. After all, everyone who uses a CRM tool has their favorites and the reasons vary as much as...
S1E6: Anni – Creating a Client Onboarding System

S1E6: Anni – Creating a Client Onboarding System

Welcome to Season 1 Episode 6 of the Creative Business Success Podcast! In today’s episode, I talked to Anni, a creative consultant for ethical and sustainable businesses. She has a mish-mash of tools cobbled together to form a makeshift client onboarding...
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