{"id":10234,"date":"2017-11-12T18:46:12","date_gmt":"2017-11-12T15:46:12","guid":{"rendered":"https:\/\/www.ibtdi.com\/?p=10234"},"modified":"2017-11-12T18:46:12","modified_gmt":"2017-11-12T15:46:12","slug":"%d8%aa%d8%b3%d8%b9-%d8%b7%d8%b1%d9%82-%d9%84%d8%aa%d9%86%d8%ac%d8%ad-%d9%81%d9%8a-%d8%a7%d9%84%d8%aa%d8%b9%d8%a7%d9%85%d9%84-%d9%85%d8%b9-%d9%83%d9%84-%d8%b9%d9%85%d9%8a%d9%84-%d8%ac%d8%af%d9%8a%d8%af","status":"publish","type":"post","link":"https:\/\/www.ibtdi.com\/en\/%d8%aa%d8%b3%d8%b9-%d8%b7%d8%b1%d9%82-%d9%84%d8%aa%d9%86%d8%ac%d8%ad-%d9%81%d9%8a-%d8%a7%d9%84%d8%aa%d8%b9%d8%a7%d9%85%d9%84-%d9%85%d8%b9-%d9%83%d9%84-%d8%b9%d9%85%d9%8a%d9%84-%d8%ac%d8%af%d9%8a%d8%af\/","title":{"rendered":"Nine Ways to Succeed with Every New Client"},"content":{"rendered":"
<\/div>\n
\n
\"Image<\/a><\/p>\n

How you handle the client\u2014and the work itself\u2014certainly affects the success of the relationship. Delivering on time, doing high-quality work, and staying within scope <\/span><\/p>\n

are all essential principles of freelance work. What\u2019s discussed less often is how to guide your relationships with new clients <\/span><\/p>\n

toward success, so that everything runs smoothly\u2014and perhaps naturally. Here are nine ways to set yourself up for success when working with a new client.<\/a><\/span><\/p>\n

.<\/p>\n

1. Set your final budget<\/span><\/h2>\n

The first step after landing a new client or project is to set your budget: how much you\u2019ll be paid, and when and how you\u2019ll be paid. Get the client to agree to <\/span><\/p>\n

what they\u2019ll pay you in writing\u2014in your contract or by email. Clearly specify the hours you\u2019re expected to work (if you charge an hourly rate) <\/span><\/p>\n

or the project\u2019s flat rate through completion. In most cases, the agreed final budget will be stated in the scope of work.<\/span><\/p>\n

.<\/p>\n

2. Define your scope of work in writing<\/span><\/h2>\n

\u062e\u0644\u0627\u0644 \u0645\u0631\u062d\u0644\u0629 Negotiation<\/a> With a new client, you should have defined their goals and agreed on how you\u2019ll help them achieve them. Before you officially begin <\/span><\/p>\n

work, restate in writing what both parties agreed on in terms of deliverables and expectations.<\/span><\/p>\n

As with your final budget, you can share and approve your scope of work somewhere you can refer back to if a problem or disagreement arises. <\/span><\/p>\n

At a minimum, your scope of work should include:<\/span><\/p>\n

.<\/p>\n

- The deliverables you\u2019re responsible for: what the client will get.<\/span><\/p>\n

-When your deliverables are due: weekly, monthly, or quarterly\u2014with exact dates.<\/span><\/p>\n

-Your quantitative (metrics) and qualitative goals as a freelancer: the results you\u2019re expected to deliver.<\/span><\/p>\n

-How your results will be measured: your key metrics, such as subscriptions, followers, website visits, etc.<\/span><\/p>\n

-How you\u2019ll report your results, who is responsible for monitoring them, and when.<\/span><\/p>\n

-Any meetings either or both parties are expected to attend\u2014for example, weekly check-ins.<\/span><\/p>\n

-How much you\u2019ll be paid, and when and how.<\/span><\/p>\n

- Key milestones achieved.<\/span><\/p>\n

The scope of work is the most efficient and effective way to manage expectations. You and your client can revisit your expectations whenever a question arises about <\/span><\/p>\n

deliverables. Expectations serve as an integrity check to make sure everyone is aligned. They can also be a great tool for influencing discussions when negotiating a broader scope<\/span><\/p>\n

\u0623\u0648 \u0645\u0639\u062f\u0644 \u0623\u0639\u0644\u0649.<\/span><\/p>\n

.<\/p>\n

3. Agree on communication standards and processes<\/span><\/h2>\n

Your communication approach will overlap somewhat with your scope of work, but it goes beyond that. It should explain how you\u2019ll communicate with your clients and which channels you\u2019ll <\/span><\/p>\n

\u0633\u062a\u0633\u062a\u062e\u062f\u0645\u0647\u0627 (\u0639\u0644\u0649 \u0633\u0628\u064a\u0644 \u0627\u0644\u0645\u062b\u0627\u0644 Slack \u0623\u0648\u00a0Trello<\/a>\u00a0\u0623\u0648\u00a0Asana<\/a>It should also cover what will be accomplished at each meeting with the team, when the <\/span><\/p>\n

meeting will take place, and any other communication expectations.<\/span><\/p>\n

Your approach will involve some trial and error, and it will change over time. Try not to be too resistant to change as you work toward finding what suits both parties <\/span><\/p>\n

best. For example, CloudPeeps recently updated how we meet with our clients and set up new workflows to stay aligned <\/span><\/p>\n

between meetings. This proved to be the best solution for us in terms of productivity and removing blockers. But it took a few different approaches to figure out what worked best for us, especially since we\u2019re <\/span><\/p>\n

spread across different time zones.<\/span><\/p>\n

.<\/p>\n

4. Gather all passwords and secure your files<\/span><\/h2>\n

As part of your onboarding process for new clients, collect all related passwords and login details as soon as you start working with them. We recommend using <\/span><\/p>\n

a secure platform like 1Password to ensure your client\u2019s sensitive information isn\u2019t compromised. In 1Password, you can create a dedicated folder for each client so <\/span><\/p>\n

everything stays organized and is easy to access in one place. (Expert tip: Remember that all the software you pay for to run your freelance business may be tax-deductible!). <\/span><\/p>\n

5. Set milestones<\/span><\/p>\n

.<\/p>\n

5. \u062d\u062f\u0651\u062f \u0623\u0647\u062f\u0627\u0641\u064b\u0627 \u0645\u0631\u062d\u0644\u064a\u0629<\/span><\/h2>\n

Breaking a project into phases creates an opportunity to renegotiate. Include one or more goals in your work agreement to provide a chance to review what\u2019s been accomplished and how <\/span><\/p>\n

\u0623\u064f\u0646\u062c\u0650\u0632. \u064a\u0645\u0643\u0646\u0643\u060c \u0639\u0648\u0636\u0627 \u0639\u0646 \u0630\u0644\u0643\u060c \u062a\u0642\u0633\u064a\u0645 \u0627\u0644\u0645\u0634\u0631\u0648\u0639 \u0639\u0644\u0649 \u0645\u0631\u0627\u062d\u0644 \u0648\u0645\u0631\u0627\u062c\u0639\u062a\u0647\u0627 \u062f\u0648\u0631\u064a\u0651\u064b\u0627. \u0646\u0639\u064a\u062f – \u0641\u064a CloudPeeps – \u0643\u0644 \u062b\u0644\u0627\u062b\u0629 \u0623\u0634\u0647\u0631 \u0627\u0644\u0646\u0638\u0631 \u0641\u064a \u0627\u0644\u0645\u062d\u062a\u0648\u0649 <\/span><\/p>\n

and community strategies to identify what worked, what didn\u2019t, and what changes need to be made. This is a good time to celebrate <\/span><\/p>\n

wins and reset priorities. Examples of milestones include a content review, reaching 10,000 Twitter followers, holding a reporting review, <\/span><\/p>\n

1,000 subscriptions, and so on.<\/span><\/p>\n

.<\/p>\n

6. Prepare Your Internal Process<\/span><\/h2>\n

The better prepared you are for successful client work, the better. That means staying organized. Make sure your calendar is up to date with your clients\u2019 calls and meetings, <\/span><\/p>\n

\u0623\u0646\u0634\u0626\u00a0\u0623\u0644\u0648\u0627\u062d Trello<\/a>\u00a0\u0623\u0648\u00a0\u0645\u0634\u0627\u0631\u064a\u0639 Asana<\/a>\u00a0\u0627\u0644\u062a\u064a \u0633\u062a\u0633\u062a\u062e\u062f\u0645\u0647\u0627\u060c \u062d\u0645\u0651\u0644 \u0623\u064a\u0629 \u0623\u062f\u0648\u0627\u062a \u0623\u062e\u0631\u0649 \u0642\u062f \u062a\u0633\u062a\u062e\u062f\u0645\u0647\u0627 \u0641\u064a \u0627\u0644\u0639\u0645\u0644\u060c \u0623\u0646\u0634\u0626 \u0645\u0644\u0641\u0627\u062a \u0622\u0645\u0646\u0629 \u0641\u064a \u062d\u0633\u0627\u0628\u0643 \u0639\u0644\u0649 <\/span><\/p>\n

Dropbox account to keep all your work, and so on.<\/span><\/p>\n

Create a daily or weekly list of everything that needs to be done for each client or project. That way, you can wake up each day knowing exactly what needs to be <\/span><\/p>\n

done. If you do this for all your clients, you\u2019ll be able to improve your freelance work faster than you can imagine!<\/span><\/p>\n

.<\/p>\n

7. Make room for feedback<\/span><\/h2>\n

Clear, consistent communication between a freelancer and a client is the cornerstone of any successful relationship. The most important part of maintaining ongoing communication is finding ways to receive feedback <\/span><\/p>\n

regularly. When you schedule weekly meetings, set aside time for your client to share constructive feedback on the work you\u2019ve done. <\/span><\/p>\n

Acknowledging feedback\u2014positive or negative\u2014by reflecting it back and thinking carefully about what you could do differently or continue doing <\/span><\/p>\n

is the only way to keep your clients happy and willing to continue the relationship.<\/span><\/p>\n

.<\/p>\n

8. Set boundaries upfront<\/span><\/h2>\n

Tell your client in advance, when defining the scope of work and communication practices, about any days off or vacations you\u2019re planning. This makes expectations clear, so you and your client <\/span><\/p>\n

Plan accordingly. For example, if you manage a social media account and are going on vacation, schedule posts before you leave and make sure someone on the team<\/span><\/p>\n

can respond to anything urgent\u2014and has everything they need to do so.<\/span><\/p>\n

Most importantly, make it clear when you\u2019re available to respond to emails, instant messages, or calls. Whatever you do, resist replying to <\/span><\/p>\n

a client\u2019s email at 11 p.m. unless it\u2019s truly urgent. Set boundaries and expectations early so they aren\u2019t overstepped later. Your <\/span><\/p>\n

client will respect that you work with other clients and have a life outside work. Make the most of tools like Boomerang, which let you schedule <\/span><\/p>\n

emails to be sent later.<\/span><\/p>\n

.<\/p>\n

9. Create a client onboarding checklist<\/span><\/h2>\n

Gather the steps mentioned earlier into a checklist you can use with every client. Trello is a great tool for this. Having a repeatable process will make onboarding<\/span><\/p>\n

clients much faster and easier, and ensure you don\u2019t miss anything. You can also share the checklist with your clients so they know what to expect throughout the process <\/span><\/p>\n

and can prepare everything they need in advance. Plus, imagine how impressed they\u2019ll be with your organizational skills!<\/span><\/p>\n<\/section>\n<\/article>","protected":false},"excerpt":{"rendered":"

\u062a\u0624\u062b\u0631 \u0637\u0631\u064a\u0642\u0629 \u062a\u0639\u0627\u0645\u0644\u0643 \u0645\u0639 \u0627\u0644\u0639\u0645\u064a\u0644 \u2013 \u0648\u0627\u0644\u0639\u0645\u0644 \u0628\u062d\u062f \u0630\u0627\u062a\u0647 \u2013\u0639\u0644\u0649 \u0646\u062c\u0627\u062d \u0627\u0644\u0639\u0644\u0627\u0642\u0629 \u0628\u0627\u0644\u062a\u0623\u0643\u064a\u062f. \u0627\u0644\u062a\u0633\u0644\u064a\u0645 \u0641\u064a \u0627\u0644\u0645\u0648\u0639\u062f \u0627\u0644\u0646\u0647\u0627\u0626\u064a\u060c \u0648\u0623\u062f\u0627\u0621 \u0627\u0644\u0639\u0645\u0644 \u0628\u062c\u0648\u062f\u0629 \u0639\u0627\u0644\u064a\u0629\u060c \u0648\u0627\u0644\u0627\u0644\u062a\u0632\u0627\u0645 \u0628\u0627\u0644\u0646\u0637\u0627\u0642 \u0627\u0644\u0645\u062d\u062f\u062f\u060c \u0648\u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0627\u0644\u0648\u0627\u0636\u062d [\u2026]<\/span><\/p>\n","protected":false},"author":3,"featured_media":10254,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_ibtdi_aa_focus_keyword":"","_ibtdi_aa_secondary_keywords":"","_ibtdi_aa_audience":"","_ibtdi_aa_tone":"","_ibtdi_aa_summary":"","_ibtdi_aa_reviewer_name":"","_ibtdi_aa_reviewer_bio":"","_ibtdi_aa_reviewer_url":"","_ibtdi_aa_reviewed_date":"","_ibtdi_aa_service_id":"","_ibtdi_aa_related_ids":"","_ibtdi_aa_human_reviewed":"","_ibtdi_aa_disable":"","_ibtdi_aa_disable_links":"","_ibtdi_aa_sources":"","_ibtdi_aa_update_notes":"","footnotes":""},"categories":[491],"tags":[3357,8398,7103,780,2528,4464,10845,6581,4901],"class_list":["post-10234","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-491","tag-slack","tag-trello","tag-7103","tag-780","tag-2528","tag-4464","tag-10845","tag-6581","tag-4901"],"_links":{"self":[{"href":"https:\/\/www.ibtdi.com\/en\/wp-json\/wp\/v2\/posts\/10234","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ibtdi.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ibtdi.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ibtdi.com\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ibtdi.com\/en\/wp-json\/wp\/v2\/comments?post=10234"}],"version-history":[{"count":0,"href":"https:\/\/www.ibtdi.com\/en\/wp-json\/wp\/v2\/posts\/10234\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.ibtdi.com\/en\/wp-json\/wp\/v2\/media\/10254"}],"wp:attachment":[{"href":"https:\/\/www.ibtdi.com\/en\/wp-json\/wp\/v2\/media?parent=10234"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ibtdi.com\/en\/wp-json\/wp\/v2\/categories?post=10234"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ibtdi.com\/en\/wp-json\/wp\/v2\/tags?post=10234"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}