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How to Manage with Contracts, Invoices, and Onboarding
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Support & Frequently Asked Questions (FAQ)
Contracts Protect Both You and the Client
Understanding the purpose of a contract (3:45)
Contract options
Key components of a contract + NDAs (5:50)
Indy walkthrough (13:57)
Troubleshooting: When contracts are not honored
Best Practices for Receiving Payments and Managing Invoices
Setting up payment systems and options
Creating and managing invoices (4:33)
Troubleshooting: Navigating client payment disputes
Understanding the Client Onboarding Process
Defining the client onboarding process (4:09)
Download: Onboarding welcome email
Download: Information gathering information
Troubleshooting: When clients go missing
Putting It All Together: Your Personalized Onboarding Process
Identifying opportunities for improvement
What's next? (1:27)
Defining the client onboarding process
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