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Client delivery
Running the work from kickoff to handover, and turning one project into the next.
Client delivery
Running the work from kickoff to handover, and turning one project into the next.
11 playbooks
- How to stop scope creep without upsetting the clientPut every new ask through a short change request, and use these replies when a client says "we thought that was included".7 minUpdated
- How to package a freelance retainer and response timesRetainer tiers, a response-time promise, rules for unused hours and overflow, and a proposal for turning a trial project into monthly work.8 minUpdated
- How to turn one-time clients into repeat clientsCheck-in messages for past clients, how to ask for referrals, and how to build referral partnerships with freelancers and agencies.8 minUpdated
- How to run a remote kickoff meeting with a clientAn agenda you can paste into the invite, how to pick a slot across time zones, and the summary email that becomes your record.7 minUpdated
- How to manage a freelance project from proposal to handoverThe stages of a freelance project, what you owe the client at each one, and where most projects go sideways.7 minUpdated
- Running your freelance work in Notion and LoomOne Notion workspace for clients, projects and invoices, short Loom videos instead of long messages, and when to pick something else.8 minUpdated
- How to handle client revisions without losing moneyRevision rounds in the contract, feedback that arrives in one list, and the reply for when a change is really new scope.8 minUpdated
- How to deal with a difficult client without losing the workReplies for the client situations that come up most, and a step-by-step path for getting an unpaid invoice settled in India.8 minUpdated
- How often to update a client, and what to sendA weekly update template, a schedule by project length, and where WhatsApp fits when your client lives on it.7 minUpdated
- Client onboarding checklist for freelancersThe access, files and billing details to collect from a new client, what to send back, and a welcome email to copy.6 minUpdated
- Client offboarding checklist for freelancersClose a project properly: the handover pack, the final invoice, access clean-up, and the testimonial and referral asks.7 minUpdated
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