Client management

You've landed a new client you worked hard to convert. Congratulations—now what? Here's our 8-step client onboarding checklist to help you kick things off right.

We've seen a lot of questions about managing clients and keeping projects running smoothly both online in general, as well as in our Facebook group. Since you should be the one in control of the

So you’ve just scored that client contract you’ve been negotiating for weeks and you’re finally ready to jump into the “real” work, right? Sounds great! But before we surface from the seemingly…

if you want your business to succeed, your employees to stay happy, and your client relationships to continue, then strong contract management is a must.

Take a look inside my proven client onboarding process and the key components for onboarding a client as a service provider regardless of your industry that keeps you protected, keeps your client delighted, and keeps the back-and-forth email exchange to a minimum. Uh, yes, please!

Whether you're looking for a new challenge or need to understand who you're hiring to manage your accounts -you're in the right place. Key account

ISO 27001 Certification enables you to secure information assets, your customers & reputation for organisations that manage sensitive data on behalf of their customers.

As a daily money manager, January and February are dedicated to gathering and organizing tax documents for my clients. So if you’re helping a senior in your life prep for tax season, here’s what you need to know. Watch the Mail During January and February, important tax-related documents will arrive in the mail. While you […] Source