We advise it’s best to have a quick ‘scope’ call with your client and we have a little questionnaire you can use to help guide the questions you ask.
This is to understand their website project in a little more detail to 1, make sure the website packages you have on offer are right for them and 2, which package is best for them.
If the clients ask for anything that falls outside of our package, try and get a good understanding of what they want and have a chat with us. We can then advise if it’s something we will include in the project, whether it’s an additional cost or whether the project is a little too big for our resource.
However, once you have the green light from us you can:
- Confirm their chosen package
- Get terms and conditions signed (we have a template you can use)
- Set up billing your end
- Complete the quick and easy onboarding process. We will explain this in the next question.