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6 steps, in order. Sign in to keep track as you go.
Research the client and their market before the first call.
Passes on: A brief with sources
Makes
Lay out the options for the client side by side, with a recommendation.
Passes on: A comparison you can present
Makes
Price the project so it is fair and pays you properly.
Passes on: A price with the reasoning
Read the contract in plain words before you sign.
Passes on: What it says and what to push back on
Makes
Turn every client call into owners and dates.
Passes on: A follow-up to send the same day
Send the invoice and a polite follow-up when it is late.
Passes on: An invoice and a reminder
