Posts Tagged ‘client management’

Partnership and Royalty deals with Ross O’Lochlainn

Abbey sat down with copywriter and marketing consultant Ross O’Lochlainn to talk about the unique way he structures his client agreements. For Ross, it all started with a question, “What would you do if you only got paid when your client got results?” We talk about: [02:19] Where to find the most money in any deal…

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Payment Processors: How to get paid

One of the biggest expenses for a service-based business like copywriting is payment processing. As a result, people try some tricky stuff to avoid the fees. There are good options for payment processing that help you have control of your money while minimizing the fees. In the video below, I cover: 3 things to avoid…

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Is it ok if…???

Can you take off every Friday? Can you work 4 hours a day? Can you demand clients ONLY communicate with you via fax? I’d like to put these questions to rest once and for all. Check out this short video for the limitations copywriters have in their demands. (Transcript is available below) [VIDEO TRANSCRIPT] I…

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Legal and Contract Foundations

Setting up your legal foundations correctly means that you’ll have a lot less to worry about as you do business. This is exactly why I brought in attorney Gordon Firemark to discuss what important (and even what’s not). In this training, we’ll go beyond the templates and talk about legal basics every business owner or…

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[TEMPLATE] Quick-reference Services Menu for Repeat Clients

Some copywriters preach putting your prices on your website. I’m not one of those for the following reasons: Yes, each project is different. Even a funnel of the same size has different requirements depending on the team size, customer research available, previous content, etc. Too many snap judgments are made if price is the first…

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Get more referrals with a Clean Playroom

When I was 12, my momma gave me advice that made me rich (richer than your average teenager anyway). I still follow that advice today and so can you to get more (and more enthusiastic!) referrals. Thanks, mom!   And, a pretty graphic to go along with it:

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The Art of Follow Up (feat. Casey Stanton)

We say it at least 4 times during the interview: “NOBODY follows up!” By employing just one of the simple strategies Casey Stanton reveals in the video below, you can: Get ROI on any event you attend Form long-term friendships that are worth more than money Get more referrals, more repeat business, and happier clients.…

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Planning Big Projects

Many times as copywriters we’re also asked to be project managers. At the very least, we have to manage our own time and calendars. And during big projects like launches, this can seem like a monumentous task. In the video below, I discuss how to handle large product launches with considerations like how to: Communicateacross…

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7 Phrases to Use When You Mess Up

Clay Hebert and Joey Coleman call it The “Carpe Defect” moment. This is the moment in our business where we’ve messed up. Missed a deadline. Let something slip through the cracks. Pissed off the client. It’s here we have one of two results: Destroy the client relationship. OR Use the opportunity to make the relationship…

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11 Client Red Flags (Run when you hear these phrases)

Over time, I’ve learned that certain phrases signal an impending disaster. Some of them sound innocent, but can reveal serious problems with the project, the client, or the product. I reveal them all (and what they really mean) here:   And just in case you forget, here’s all the phrases to watch out for (print…

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[TOOL TOUR] Follow-up Then

Clients are funny people. After days or weeks of unanswered emails, they pick the one day you’ve decided to unplug. Or they respond at 6p.m. on a Friday about something you don’t want to answer until Monday. And then, their email gets buried. And by Tuesday they are irritated that you’re not responsive. Or… you…

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[TOOL TOUR] 17hats

17hats is the “Command Center” of my freelance business. We can create custom, automatic workflows for each client. Load up our templates and send them automatically. For example, once our contract is signed, the invoice goes out instantly (without having to touch anything). It also emails reminders when things are past due or when I…

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Get raving testimonials with great outboarding

A while back, I set a goal to get better testimonials from clients. I had very few “working” testimonials, i.e. ones that I could publish on my website. So here’s what I did: First, I just emails clients asking if they had anything they wanted to share. 0% response rate on that. Note, that during…

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[TEMPLATE] How to end the project

Copywriters live and die by the calendar. There are only so many days in a week, and only so many hours in a day. There’s nothing worse that budgeting a week for a project and spending the next month doing “just one more pass.” The way I prevent this is putting an end date and…

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Scheduling your week

I couldn’t figure out why I had so much trouble getting my shit together. I tried every calendar app, setting reminders, and even hired a project manager. What the fuck is wrong with me that I can’t stick to a simple schedule? And then I saw this article: Maker’s Schedule, Manager’s Schedule And it made…

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[TEMPLATE] Questions you need answered before you start work

There are a few basic questions I ask EVERY. SINGLE. CLIENT. Whether I’m writing short landing page copy or a 186-line-item launch sequence. This is the bridge between the admin and the creative phase. Before work starts, I need the following: Paid Invoice Signed Contract Market Research Survey This survey does a few things. First,…

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How to End Scope Creep

There’s 2 ways to end scope creep. Make sure it never happens by spelling out expectations up front in your proposal and planning documents (There are trainings on both in the Business of Copy). When it does happen, tactfully and calmly address it (before it gets out of hand). It’s important to remember that if…

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Simple Status Reports That Make Everyone Happy

Things that consistently happened during projects: The client emailed asking me what I was working on (Response in my brain: “WHAT AM I WORKING ON!? About 20 different aspects of your project!” Even though we weren’t close to the deadline yet, the client seemed anxious to get the work. People on the team asked for…

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Gift ideas for clients

A great way to close out a project on a high note is to send your client a thank you gift. This can range from a $10 gift card to dinner reservations, all the way up to a higher-end gift for large projects. In the video below, Abbey walks you through her process for discovering…

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10 Must-Haves for Your Contracts

Contracts and copywriting agreements are ESSENTIAL to protecting you and your clients. Great agreements: put everyone on the same page set clear expectations prevent misunderstands prevent nonpayment, refunds, or dissatisfaction communicate how the project will work

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[TEMPLATE] Copy Review Call Instructions

Before adding someone to your calendar, get payment. This prevents booking the time and having a no show or cancellation. First send an invoice. Then, send an email with instructions. Here is a template for those instructions.  

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What to do when a prospect “ghosts” you

We’ve all had those… You know the type. It always starts amazing. A great email. Maybe even a phone call. Everyone is excited. They are a PERFECT client. You start gearing up. And even though you don’t have a check (or even an agreement), you start doing some research and brainstorming copy ideas in the…

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