Sara Brennan
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Saralynnbrennan
ParticipantHi All! Don’t forget class starts at 11:00am EST today! And then again at 12:30pm EST!
ParticipantHi All! Don’t forget class starts at 11:00am EST today! And then again at 12:30pm EST!
ParticipantHi Wendy!! I know, some clients are so tough!
I email the Proposal with the Consultation Report and ask them to schedule a “Follow Up Call” with me and we will discuss everything on the call. If will hound them about once a week for three weeks if they do not schedule the Follow Up Call. 🙂
ParticipantHi Mandy, yes you are correct, this is essentially what I do so they have everything they need from a design/material selections perspective to bid the job with any contractor team they want! All the important decisions have been made, now someone just needs to build it!
ParticipantHi Everyone! The rest of yesterday’s session should be uploaded for you to watch. So sorry about the technical issue, I have NO IDEA what happened. I spent a little extra time in the second video explaining my LOA, so please make sure you go back and watch the new video to wrap up the class. Let me know if you have questions. Talk to you soon!
ParticipantKatherine,
To respond to part 2 of your question… it takes me right back to QuickBooks. This will be the fastest and easiest way for you to quickly create clear invoices that allow you to take payment online. Don’t create a barrier for clients to purchase, make it SUPER easy to work with you and that means investing in simple software that allows for online payments and Quickbooks can do this as well as track and categorize all of your funds!! I could not imagine running my design business without QuickBooks or some accounting software just like it.
ParticipantKatherine,
I would highly recommend you jump on the QuickBooks train ASAP; the expense is truly a simple cost of doing business. As your business grows you will need to categorize your income and purchases, especially for tax purposes, and you won’t have time when you are busy to go back and set this all up. Once you establish all the software and groundwork for your business and understand the expenses you will incur, it will put a fire under you to go out and make that money back!!
ParticipantHey Katy! You can link your QuickBooks to your bank account(s) and also credit cards so that ALL transactions that run through your business can be tracked, categorized and reconciled by your bookkeeper and accountant.
ParticipantHi Katherine! Once we get into the Project Kickoff, our clients pay us via QuickBooks for their Design Fee and Furnishings. I only use Stripe for lower cost transactions such as these consultations.
ParticipantNo worries Jessica, feel free to drop questions here if you have them.
ParticipantHi Katherine,
I just took a look and your questions are super high level. I would recommend digging deeper and doing a more in depth questionnaire that will redirect them right to Calendly upon completion. You want the clients to know the level of detail you are looking for in a project and it starts with this first interaction.
ParticipantHey Katy! It’s all through the Calendly software through a program called stripe! Super easy!
ParticipantKatherine, I am so glad to hear that you enjoyed today’s session. You will get so much of a “boost” from this course, I’m so happy you’re here!!
ParticipantThank you for sharing your stories Ashley and Dawn! I followed you both on IG and hope the rest of us will join us in this thread, share their stories and follow us on social too! I’m so glad to have you here with us!
ParticipantI am not a tech lover for hour tracking, I just can’t keep up and always forget! I think it’s best to have a print off each week that you complete at the end of each day. So at the end of the day on Monday, get out your time sheet and write what you did, for example:
9-11 Product sourcing for ____ client
11-12 Presentation creation
12-2 Phone calls to clients
2-3 Sourcing for ___ client
3-5 Team Meeting
I would then color code the different categories and be able to track how and in what categories I’m spending my time. I know I’m ancient in that I don’t want to do this digitally, but when we are actively tracking time, this is what we do! You could also do this in a google doc or spreadsheet.
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