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Plain-language guidance on running client work: from the first enquiry and discovery call, through quotes and proposals, to onboarding a new client.
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Latest articles
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New client onboarding checklist: what to send after “yes”
A simple order of messages and forms to send a new client after they say yes, from the welcome email…
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Quote or proposal? What to include in each
How a quote differs from a proposal, when to use each, and a checklist of what to include, plus how…
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How to run a discovery call: a simple structure
A simple, repeatable structure for a client discovery call: how to prepare, what to ask, how to take notes and…
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What to ask a client before you quote: 12 questions
Twelve practical questions to ask on a first client call, so the price you quote reflects the real project and…