As a freelancer, your interactions with your clients can impact the quality of your editing business. And you could be spending too much time writing emails, organizing clients’ information, and following up with clients’ specific needs and questions. To ensure high-quality client management that doesn’t take up too much precious time, learn how to establish a good working relationship with every client and streamline your communication and management.
Topics include: Template emails, email management, client intake data, and systems and processes for client management.
You will receive several handouts: sample template emails, pros and cons of various CRM software, and instructions on how to use conditional formatting in Excel to help you manage client-based tasks.