Actions After Win checklist
This is an answer to “ok, how do we start working together?”
It provides a clear path for clients to follow and makes sure you only focus on the essentials.
Before starting a project, you need a point of contact. Before billing, you need a billing contact.
◦ 01. Get the details: Send the client a link to, or doc version of, the Account Setup Form.
◦ 02. Create a project folder: Duplicate the Web folder on your machine. This lays out all the required folders and a place to add contracts, invoices, etc in the next step.
◦ 03. Send the files: Once we have a completed copy of the Account Setup Form, we can now send invoices and contract.
Then move onto the Before we can start checklist.