Yay, you’re all booked!
I just wanted to give you a big, warm welcome and tell you I am so excited to begin working on your project! I promise to give you my very best work, but in order to do that, I need a little help from you. This page will tell you exactly what I need you to do before we begin working together and provide you with a few tips and tricks to help you help ME provide my best work for you.
On this page you’ll find:
- A quick 2-minute video that’ll teach you how to use my project management system throughout our time working together.
- A few boundaries I like my clients and me to stick to during the project.
- And some easy guidelines to help you provide really helpful feedback.
Go through this page and if you have any questions at all, just shoot me a message!
1. Project Management
Now you’re booked in my schedule, we’ll start using my project management tool, Dubsado. You’ll be given access to your own Client Portal where we can keep track of everything related to your project.
A project management tool is a secure space online where we have conversations, share files, set reminders, and create to-do lists.
Whereas files often get lost when I’m managing projects through email, nothing gets lost or forgotten in Dubsado. It’s the simplest way to keep your project organized and make sure it goes as smoothly as possible.
Don’t worry – you won’t need to pay for this tool and it’s not hard to use. Watch the video below to see a 2-minute tutorial on how to use it!
2. Communication & Timelines
My work hours: Monday – Friday, 9am-4pm (PST)
My preferred method of communication is email via your Client Portal. If we need to talk on the phone we can schedule a call.
Meeting Days: Sundays and Mondays
To help keep your project on track to finish on time, please provide all feedback within 2 business days of hearing from me.
I really appreciate your effort to provide files and feedback on time and to communicate within the times and days outlined above. Timelines from both of us will help us get your project done on (or even before!) the deadline so you can move on to the next exciting task on your to-do list and I can cheer you on.
I really appreciate simple and straightforward feedback. It helps me clearly understand your thoughts and make the right changes to your project.
Here are a few tips on providing awesome feedback:
- Try and use bullet points to break up your feedback.
- Use headers to organize your feedback.
- Read over your feedback to make sure it’s clear and check that you’ve answered any questions I may have asked.
- If you have team members that would like to add their feedback, I kindly ask that you gather the feedback into one message. This stops everyone from getting confused and keeps the project organized.
What happens now?
After you’ve completed everything on your pre-project checklist, we’re all set to begin your project!
I look forward to starting your project!