Rachel will cover her entire customer onboarding/offboarding process, including how she uses Asana to manage the process.

00:00 Introduction
02:03 Presentation of integration tools (project management, contracts, communication)
06:03 Project management with Asana
12:00 Onboarding email
2:30 p.m. Welcome pdf
8:10 p.m. Contract
10:00 p.m. Client onboarding in Asana
11:14 p.m. Kickoff call
23:54 Parting tips
24:23 Last call for departure on board
25:34 Final bill
25:53 Delivery of assets and presentation of off-boarding
26:41 Testimonial and feedback form
27:45 Discount for future collaborations and referrals
28:34 Later check-in with clients
29:30 Preview

Tools mentioned:
Flux Notion Template (Free) – https://www.flux-academy.com/resources/notion-freelance-hub
Asana – https://asana.com/

Learn how to improve web design, charge higher prices, and work with better clients in this free workshop:
https://www.flux-academy.com/resources/better-web-design-workshop-registration
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Find me on other social media platforms:
Instagram: https://www.instagram.com/ransegall/
Twitter: http://twitter.com/ransegall
LinkedIn: https://www.linkedin.com/in/ran-segall-0b582a33/
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Equipment and book recommendations: http://bit.ly/2ohFOuj

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