Run client work
Tasks for this goal
- Welcome a new client
The welcome email, the questions and access you need, the kickoff agenda and the first milestones.
- Write a client's monthly report
A short report on what changed, why, what you did and what comes next, with every number explained.
- Write a proposal
A proposal with the client's situation, the work, the timeline, the price and the next steps, with open decisions marked.
- Turn meeting notes into action items
The decisions, the action items with owners and due dates, and a follow-up email to everyone who attended.
- Chase an overdue invoice
A friendly first reminder and a firmer second one, both with the invoice, the amount and how to pay.
See one in action
operations
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@devboxes We just signed Acme for a three-month SEO project. Prepare the onboarding.
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Everything for Acme is attached: the welcome email, eight questions about their goals and past SEO work, the access you need to their analytics and website, and a 45-minute kickoff agenda.
acme-onboarding.md Markdown (raw)