If you’re in that vital info-consuming stage of Googling ‘how to onboard my new copy client?!’…
Then you’re good to cozy in for this one!
There are a few things you need to think about when it comes to onboarding your clients. Remember: you want it to be an easy, professional, and mutually beneficial experience that makes your client think ‘I’m so glad I invested in this person’.
This process should start from the sales call after you’ve vetted your client (want to know how to do that? You might want to check out this blog).
Step one: The Sales Call
The goal of this call is to discuss the potential project and see if it’s a good fit for you.
You’ll want to ask lots of questions about the potential client, their offers, launch plans, and how their offer has been doing previously. This is also where you can make sure that you’re genuinely interested in taking on the project, and that you are both clear about the deliverables and the process (how you can help).
Once you’ve wowed them with your process and they’ve agreed to work with you, we move on to step two.
Step two: The Documents
Once the sales call went well, and you’re both excited to move forward – send them all the relevant documents within 24 hours of the call: the proposal, the agreement, and the invoice.
PROPOSAL: Send over the proposal with a summary of what you talked about on your call, including your process (to show them how you plan to have a successful project with them), the scope of the project, prices, and timeline. Also, include any case studies and testimonials to round this important doc out. I would always recommend adding a little urgency to the proposal with a deadline, so they can’t come back a month later when you’ve already moved on to a different project
AGREEMENT: Include this bad boy in all your projects! It’ll save your butt if they push back launch dates, change the scope, or anything in between. Having an agreement also makes your process more legit, and gives your customer confidence that you are a professional. My go-to is the Contract Shop.
INVOICE: Your client needs to pay 50% down right away to start the project, and then the final 50% is to be paid prior to all deliverables being sent their way.
Sending all these docs over in one neat and organized email reduces the amount of back and forth, which your client will love! My go-to software for this is Dubsado!
Step 3: The Project Begins
Even if the project isn’t set to start for a while, send them an email after they’ve signed the agreement and paid your invoice to detail everything you need.
This can include things like questionnaires they need to fill out, research info, housekeeping, important dates, and the link to book their kick-off call!
Of course, don’t forget to show how excited you are to work with them, too!
There’s one way I specifically like to do this…
Step 4: The Onboarding Gift
One thing I’ve learned when it comes to clients is that a little card or gift to let them know how much you appreciate them goes a long way.
So, after they’ve signed on and booked their kick-off call, I use their address (which I get from them when they sign on) and send them a gift. I try to personalize this when I can, to make it more meaningful and to show I’ve really been paying attention when we’ve spoken.
For example, a recent client was talking about how much she loved candy on our call, so I sent her a beautiful candy gift box straight to her door.
Sending these gifts is a great way to form connections with clients, to build a relationship, and to make sure they enjoy their experience working with you.
Want more rad insights on how to WOW your copy clients?
Hop on over and grab the free Copy Chaperone – the implementation guide for WOWing your copy clients, learning about your income comparables, and becoming an expert in the launch industry.
You’ll want to implement the Chaperone to increase your prices, grow your business, and elbow grease your way into more confidence.
Always cheering you on!