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Client Onboarding 101: Vetting, Proposals, and Payments, Oh My! (Webinar Recording, Free to EFA Members)


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Do you mainly work with independent authors or small businesses? Do you agonize over estimates or proposals, often knocking the price down just because you feel it’s too high? Do you feel nervous asking for payment or sending your contract over to be signed? Have you accepted a new client only to find out later that you’re not a great match? All this comprises what’s called client onboarding, and it’s a critical process that, when done wrong, can create a lot of friction for your clients and a ton of extra work for you.

This 90-minute workshop gives actionable techniques to vet new clients, automate your proposals and contracts, and make it easier for clients to pay you. You’ll walk away with an easy-to-manage system for onboarding clients smoothly and efficiently.

This Webinar Is Free for EFA Members!

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An experienced editorial freelancer and coach, Molly McCowan is the Lead Word Nerd at Inkbot Editing, a board member of the Editorial Freelancers Association, an editing instructor with The Great Courses®, and the founder of a 500-member chapter of Shut Up & Write!, which hosts weekly writing sprints and events for authors. After experiencing severe repetitive strain injuries due to too much computer work in 2017, Molly was forced to put her career on hold in order to focus on her physical health. Reestablishing her business after such a huge setback has given her a unique approach on how to maintain a successful freelance business during troubled times, and she is passionate about sharing her best practices with other editorial professionals.

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