Organize a repeatable client exchange
Use these guides to organize requests, files and feedback across ongoing client work. Keep project planning and billing in the tools that handle them.
8 posts tagged "freelance workflow"
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Client Document Management: Exchange or Full DMS?
Client document management starts with deciding where documents belong and who maintains them. Use a client portal for the exchange with each client, and keep internal working files and required…
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Client Sign-Off: A Clear Request Without the Chase
Client sign-off starts with a request that names the document, the decision and the agreed response date. Put that request beside the file, ask the client to explain what they reviewed and follow up…
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File Sharing for Small Business Clients: A Practical Guide
File sharing for small business clients works best when both sides know where to send a file and what to do next. Try one complete exchange with one client before changing how everyone works.…
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Client Communication for Small Businesses: Beyond Email
Client communication for small businesses works best when each channel has a clear job. Keep conversations and scheduling where clients expect them; put documents, return uploads and file-specific…
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What Freelancers Actually Need in a Client Portal
What freelancers need in a client portal depends on the exchange: send a draft, collect source material and keep feedback on the right file. Judge simplicity by completing those tasks as both…
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Client Files Organised: Stop Losing Work Across Apps
Keep client files organised by choosing one place for each client's active exchange, naming revisions clearly and recording where the archive lives. Start with one client whose documents you…
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How to Share Reports With Consulting Clients
To share reports with consulting clients without losing them in email, give each client one private place where every report, deck and engagement letter lands, and where the client sends back the…
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When to Upgrade From Email to a Client Portal
Marketers want you to believe you need every tool, immediately, today. We don't. Upgrade from email to a client portal when finding files, tracking missing documents and matching feedback to versions…
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