I forgot to write my journal today.
My mind feels so cluttered.
My thinking is not straight.
How did I miss my journal today?
Because there were other things on my mind.
Now, I will go on and think about useless things while working.
It will affect my productivity and focus.
Journaling is an integral part of my daily routine.
Without it, my morning feels incomplete and my day is less productive.
Similarly, client onboarding process is an integral part of client satisfaction.
It can make or break your relationship.
If you miss this, you will:
- Lose out on client engagement and satisfaction from the start.
- Cause initial confusion or questions raised.
That is why, I have a customized welcome kit.
I use this whenever I am onboarding a new client.
I call this client portal. Setup in Notion.
Honestly, it has been one of the reasons why I charge more $$ than my peers.
My service feels more branded. It shows my commitment to client success and personalized service.
Which is very important in digital services.
Here is how to create an effective welcome kit:
Understand Client Needs:
Every client is different.
But your client for the SEO services would have similar needs.
Identify that theme.
Tailor the contents of the welcome kit to match the specific needs and industry of the client.
For instance, a tech client might appreciate links to software tutorials, while a retail client might benefit from marketing collateral samples.
Include Key Documents
Add relevant documents such as
- Contracts
- Project timelines
- Contact lists
- FAQs
Ensure these are clear and easy to navigate.
Add a Personal Touch
Include a personalized welcome letter from you or your team, expressing excitement about the partnership.
Provide Tools for Success
Equip them with tools or access to platforms they will need during your work together.
This might include login information for the portal.
Educational Resources
Offer resources that help them understand your processes or industry better.
This could be a branded booklet in Notion or links to relevant blog posts or webinars.
Packaging and Delivery:
Make the physical or digital delivery of the welcome kit memorable.
In my experience, digital products are better. They are delivered instantly and are less costly.
Use branded packaging for physical kits, or create a visually appealing digital experience for virtual deliveries.
Alternatively, you can use my kit. I will share it in the Weekly Issue of TNM.
Framework: Client Onboarding Portal
Use the following framework to create kits that will help ease clients into your service structure, showing that their success is the top priority.
- Start by assessing the client’s specific needs and expectations.
- Customize the welcome kit to reflect the client’s industry and the scope of your engagement.
- Ensure the kit includes all necessary tools for seamless integration into your workflow.
- Communicate clearly and warmly, making the client feel valued and informed.
- After delivery, seek feedback on the welcome kit to refine and improve the process for future clients.
Implementing this will set a professional and caring tone for your new-relationship with client.
Normal people wait for opportunities.
Sometimes beg for them if they are ambitious or needy.
But you are not normal.
You are a Super Saiyan.
And that is why, you must never wait or beg for opportunities.
Instead, create your own.
A good way to do this, by creating opportunities for yourself.
An ideal opportunity for you would be, one that:
- Showcases your expertise
- Builds your authority
- Foster trust with potential client
You can do this by publishing content on social media.
It will also act as your portfolio.
Why use Social media as a portfolio?
3 reasons.
- Visibility
- Interaction
- Timeliness
This idea was inspired to me by Austin Kleon.
I love his book “Show Your Work”
The whole idea behind the book is to share snippets of your most recent work and thoughts daily.
How to Create a Dynamic Social Media Portfolio
Curate Your Content
Write posts that best represent your skills and expertise.
Examples:
- Articles you’ve written
- Projects you’ve completed
- Testimonials
- Professional insights
Organize by Theme or Skill
Group your posts into themes or skills to make it easier for potential clients to understand your areas of expertise.
Examples:
- 10k Headlines series to show your copywriting skills
- 100 Marketing Myths Debunked series to show your marketing skills.
These are my ideas.
Get creative and think of your own ideas.
Highlight Top Performing Content
Pin posts that have received significant engagement or feedback, as this demonstrates peer recognition and influence.
Use Multimedia
Incorporate a variety of media types—articles, videos, images, and infographics.
This not only makes your portfolio more engaging but also shows your versatility.
It will also boost your profile in the sense of backlinks.
Publish your media on different platforms and link back to social media profile your potential client hangs on.
Update Regularly
Continuously add new content to keep your portfolio up-to-date. ✔️
This demonstrates ongoing learning and relevance in your field.
Direct Navigation
Make it easy for viewers to navigate your portfolio.
Use pinned posts, highlights, or a dedicated album or page depending on the platform.
Call to Action
Include a clear call to action in your profile and selected posts, inviting potential clients to contact you or visit your website for more detailed work or case studies.
Framework: Social Media Portfolio Cycle
Use the following framework to create a living document of your professional journey that is easily accessible to potential clients.
- Regularly collect and archive your significant social media posts.
- Curate these posts based on impact, relevance, and engagement.
- Organize them effectively on your social media platforms.
- Actively promote your social media portfolio in interactions and in professional settings.
- Periodically evaluate the effectiveness of your portfolio in attracting clients and adjust your strategy accordingly.
Maybe it is time that I share my Social media Content OS with you.
I will share my Notion SM Content OS with you in the weekly issue of TNM. Stay tuned.
Last October, I learned a shocking fact.
Freelancer’s value their time more than job holders.
This was new information for me.
An agency owner shared this with me.
So, I set out to find the truth.
I found a focus group of 5 people at my co-working space.
Out of those 5 people, two were freelancers and three were job holders.
I observed them for a week.
He was right.
Freelancers value their time more than job holders.
Mainly because they have a lot to do.
And a lot to achieve.
That is why most freelancer’s struggle with time management.
I used to be one of those freelancers.
From dawn till dusk, I would sit in-front of my laptop.
Executing tasks, one by one.
And at the end of day, I still had a lot of work pending.
My stress level was at all times high.
I was busy yet unproductive.
Then, one night, while scrolling LinkedIn, I read a post on time management.
It inspired me to manage my time more effectively and efficiently.
I tried a lot of things to help me:
- Increase my productivity
- Achieve better work-life balance
- Reduce stree
It took me 6 months to come up with a viable time management strategy.
You can learn it in 60 seconds.
Prioritize Tasks
Use the Eisenhower Box (urgent vs. important matrix) to decide:
- Which tasks to do now
- Schedule for later
- Delegate
- Delete.
Set Clear Boundaries
Define specific work hours and communicate these to your clients to prevent work from spilling into personal time.
If you work from home, dedicate a place just for work.
Don’t think about work outside of that zone.
Use Time Blocking
Allocate blocks of time to different types of work (deep work, administrative tasks, client communications) to help focus and reduce the context switching that drains productivity.
My Blocks are:
- Content
- Client work
- Social media
- New learning
Implement the Pomodoro Technique
Work in focused sprints of 25 minutes followed by a 5-minute break.
This method helps maintain high levels of concentration and prevents burnout.
Leverage Technology
Utilize tools like digital calendars, task managers (e.g., Notion, Trello), and automatic time trackers to keep your schedule and priorities clear and visible.
Regular Reviews
End each week with a review of what you’ve accomplished and adjust your plans for the next week accordingly.
This helps you stay on track and recognize patterns in your productivity.
Framework: Freelancer’s Time Management Cycle
Implement the following framework to optimize your work hours, achieve more in less time, and enjoy a healthier work-life balance.
- Evaluate how you currently spend your time and identify areas for improvement.
- Map out your typical week with time blocking to allocate hours for different activities.
- Follow your planned schedule strictly, using techniques like Pomodoro for focused work sessions.
- At the end of the week, review what you’ve achieved and what didn’t work, and refine your approach.
I have come up with an idea to help you retain the most from this newsletter.
I will be rolling that out soon, along with my community.
Until then, connect with me.
I always solve the queries of my subs.