Client Incoming, Onboarding and Offboarding Processes- WORDCAMP JOBURG 2017 WORKSHOP


I did a workshop on setting up your client processes to run and deliver a successfull Website project at WordCamp Joburg last week.

Typical of a Workshop there were a lot of practical things, tools and resources. Some of which I did not go into enough detail. Hopefully this post can help with that.

Please find the slides below:

You can find all the files, including the environment setup, plugin and workbook

over here

Some of the most important things is the example of my overall Critical Client Flow over here

which is a concept I learnt through David Jenyns’ SYSTEMology® program, if you want to learn more about this visit:

The Tools I mentioned:

  • CRM- Active Campaign, Zoho, Hubspot, Mail Chimp

  • Proposal Software- BetterProposals, Proposify, Bidschetch

  • Invoicing Software-Wave, Plutio, Xero, Sage

  • SOP’s and Systems – SystemsHub, Process St.

  • Project Management-Plutio, Asana, Teamwork, Basecamp, Freedcamp

  • Questionnaires / Sign Off – Gravity forms, E-signature, Hello documents

  • Client Portal – Laura Elizabeth, Mine, Create your own

  • Client Feedback- Invision App, Project Huddle, Your site

  • Automation -Zapier

The Resources I mentioned.

Finally I promised to do a recording showing you how to implement and use my Client Portal and that is next on my list – so please check in soon.

Anchen le Roux

Owner and Lead Developer at Simply Digital Design. Lover of WordPress & the WP-Community. Passionate about simple, green and nomadic living. WCJHB Organiser and Founder of the Great WordPress Virtual Summit

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