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


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. 

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