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


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"Having a solid onboarding system takes work off your plate, boosts your confidence, and builds trust and esteem with your clients." —Molly McCowan, instructor
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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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Molly McCowan is the founder of Inkbot Editing. A highly experienced developmental editor, certified business coach, and instructor, she empowers editorial entrepreneurs to build badass businesses. Learn how to find your ideal rates, escape the hustle, and (re)build a business that energizes you in Molly’s free, 9-lesson course for editors.

This webinar originally aired on September 24, 2020.

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