All in Clients

Contracts 101: An Attorney's Perspective on on the Importance of Client Agreements

Contracts 101: An Attorney's Perspective on on the Importance of Client Agreements

Guest Contributor
Guest Posts, Legal, Clients

(Editor's note: Today's guest post was submitted by attorney Autumn Witt Boyd, who serves creative business owners in a variety of capacities. We're thrilled to have her valuable contribution to our monthly content theme of legal and financial issues.Read more about Autumn at the end of the post!)

You already know you need a written contract with your clients, right? 
 
Contracts help both sides work together more smoothly, because there are no questions about what everyone has agreed to. It’s all there in black and white. No one has that feeling in the pit of their stomach about what could happen if things go wrong – you’ve already talked about it, and you both know exactly where you stand.

The Importance of a CRM System

The Importance of a CRM System

Guest Contributor
Clients, Sales, Productivity

When we first start out in business, we have all the time in the world. Every inquiry, every meeting, every contract and every other step of the transaction has our undivided attention, because - let's face it - we don't yet have a whole lot else to do. Of course, most of us hope to steadily grow our business and to become busier and busier, which means staying on top of our clients only gets harder and harder.

That's where CRM comes in.

The term CRM (customer relationship management) refers to a system or software that helps you manage any combination of your sales, marketing, operations and client interactions. And when your business really takes off and you suddenly have more client interactions than you can handle, your CRM becomes a lifesaver.

Managing Client Expectations and Families

Managing Client Expectations and Families

Guest Contributor
Marketing, Clients, Wedding Industry, Guest Posts

(Editor's note: Today's post comes courtesy of guest contributor Jennifer Taylor of Taylor'd Events. Read more about Jennifer at the end of the post!)

When working with clients, setting expectations is of utmost importance. Not only does it prevent any boundaries from being crossed, but it is also a way to determine if you’re meeting (or exceeding) standards. While some may feel pressure from expectations, the truth of the matter is that no one can be happy without them – you’ll get stretched too far and clients will not be satisfied if you can’t meet unrealistic expectations.

Friday Five: 5 Things to Know Before You Meet With a Client

Friday Five: 5 Things to Know Before You Meet With a Client

Guest Contributor
Clients, Marketing, Sales, Wedding Industry

As wedding professionals, haven't we all been burned by wasting time on meeting the wrong clients? Perhaps they weren't serious about potentially buying from us, or they were woefully unprepared, or we weren't going to be able to serve their needs regardless of how well we did in the meeting. Whatever the reason, none of us has time to spare on client meetings that aren't going anywhere.

So, in today's fun Friday Five post, here are 5 things to know prior to agreeing to meet with a client.

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