Expert Training #2: Onboarding and Client Systems - Jordan Gill
You can find Jordan GIll at www.thekolodagroup.com
Listen to her podcast Systems Saved Me here: www.systemssavedme.com
NOTES FROM OUR CALL:
Discussing: Client’s perspective of the onboarding process as well as a service provider with amazing systems
2:30 - What are some of the main goals when acquiring and then onboarding a client?
4:00 - Onboarding is 100% about setting expectations, gathering
6:00 - Micro-commitments - people will do small things for you faster
6:30 - How do you map out your client onboarding process?
7:00 - Dubsado backend process
15:00 - Taking money over the phone
16:00 - 100% before deliverables
17:00 - What do you look for in a designer?
17:20 - Jordan's Crazy branding story - "Clients think: can I accurately express myself"
26:30 - What is your advice for designers watching this, struggling to book clients?
Client Acquisition Tips:
initial mood boards
upfront about timing/pricing
qualifying q’s “are you comfortable investing in your longterm gain?” “do you have a team?”
27:00 - Curbing who you get on the phone with
31:30 - What are your favorite tools for staying organized throughout the onboarding process?
Tools: dubsado, asana/trello/basecamp, pinterest mood board
33:00 - Final Thoughts: Show your personality