65 Client Management Hacks ideas to save today | client management, onboarding, client experience and more
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Client Management Hacks

Everything you need for successful client management. This board is for freelancers and small business owners who want to impress their clients. Discover tips on client onboarding, communication, setting boundaries, and creating a professional client experience.
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theclaritykit
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The Clarity Kit | Digital Planners & Templates
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Client Experience
Onboarding Checklist
Project Dashboard
Business Organization
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Setting Boundaries
Pinterest pin with a freelance marketing tip. The headline reads, "How to Get Your First Glowing Testimonial." It lists a 3-step process: ensure the client is happy, ask immediately, and guide them with specific questions.

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How to Get Your First Glowing Testimonial | Freelance Marketing Tip

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Pinterest pin with a freelance script. Headline: 'My 3-Sentence Script to Politely Decline a Project.' It provides a three-line script that thanks the client, states unavailability, and keeps the door open for the future.

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A 3-Sentence Script to Politely Decline a Freelance Project

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Pinterest pin with a freelance tip. Headline: "The 'Ben Franklin Effect' to Build Instant Client Rapport." It explains the effect and the hack of asking a client for a small, easy favor to build rapport early on.

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Build Instant Client Rapport with the "Ben Franklin Effect"

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Pinterest pin with a freelance tip. Headline: "3 Things to Do After a Client Ghosts You." It lists a three-step process: send a final polite email, review your process for red flags, and move on immediately.

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What to Do When a Freelance Client Ghosts You | 3-Step Process

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Pinterest pin with a freelance communication tip. Headline: 'The "Perfect" Way to Ask for Client Feedback (With a Script).' It advises asking 'How close is this to what you imagined?' to invite constructive criticism.

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A Better Way to Ask for Client Feedback | Freelance Script & Tip

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Pinterest pin with a freelance tip. Headline: 'My 4-Step Process for Dealing with Difficult Clients.' It lists a four-step process that includes listening, summarizing the concern, stating facts, and proposing a solution.

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Client Tracker
Onboarding Checklist
Project Dashboard
Client Management
Business Organization
Client Experience
Cover Pages
Problem Solving
Communication
A 4-Step Process for Dealing with Difficult Freelance Clients
Pinterest pin with a tip for freelancers. Headline: 'The Anatomy of a Perfect Kick-Off Call.' It lists a 3-part structure: The Opener (build rapport), The Core (align on goals), and The Close (define next steps).

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The Anatomy of a Perfect Freelance Kick-Off Call | 3-Part Agenda

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Pinterest pin with a curiosity-driven headline for freelancers. Bold black text reads, 'The Real Reason You're Not Getting Referrals.' The background shows a professional client meeting in a cafe.

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The Real Reason You're Not Getting Freelance Referrals

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Pinterest pin with a freelance tip. A bold, black headline inside a border reads, 'A Client Red Flag That Looks Like a Green Flag.' The background is a clean, modern desk with a laptop.

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This Client Red Flag Looks Like a Green Flag | Freelance Tips

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Pinterest pin with a communication tip for freelancers. Headline: 'The 'Closing the Loop' Technique for Pro Communication.' It lists a 3-step process involving sending a summary email after every call to confirm decisions.

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The "Closing the Loop" Technique for Professional Communication

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Pinterest pin with a quote for freelancers. The main text reads, "A chaotic onboarding process is the most expensive mistake a freelancer can make." The sub-text explains that a simple checklist is the insurance policy against it.

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The Most Expensive Mistake New Freelancers Make | Client Onboarding

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Pinterest pin with the first four steps of an 8-step client onboarding checklist for freelancers. It creates curiosity and includes a strong call to action to click through to get the complete, printable checklist.

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My 8-Step Client Onboarding Checklist for Freelancers (Part 1)

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Pinterest pin with a freelance tip. Headline: '3 Things Your Client Welcome Email Must Include.' It lists three essential items with checkmarks: Genuine excitement, a clear outline of next steps, and a link to a client questionnaire.

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What to Include in a Client Welcome Email | Freelance Onboarding Tip

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Pinterest pin with a freelance tip. Headline: "A Simple Agenda for a Perfect Kick-Off Call." It lists a 3-step agenda: Align on Goals, Define Process, and Set Action Items.

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Definition Of Success
A Simple Agenda for a Perfect Freelance Kick-Off Call

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Definition Of Success
Pinterest pin with a tip for freelancers. Headline: "The #1 Mistake to Avoid When Sending a Freelance Contract." The text explains the mistake is sending it without walking the client through the key points first.

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Business Mistakes
Freelance Contract
Setting Boundaries
Build Trust
In This Moment
The #1 Mistake to Avoid When Sending a Freelance Contract

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Related interests

Business Mistakes
Freelance Contract
Setting Boundaries
Build Trust
In This Moment

More about this Pin

Related interests

Client Tracker
Onboarding Checklist
Project Dashboard
Client Management
Business Organization
Client Experience
Cover Pages
Problem Solving
Communication