Online Payments: how to work with & around those annoying fees
Today I want to help set ya straight on payment processing fees.
I know, I know. It’s not a sexy topic. But hear me out!
I see and read and hear complaints about this all the time. So let’s walk through it in a way that makes sense.
You’ll learn why there are fees, what a standard fee looks like & where they’ll hide, how to work with them, who I trust (& who I don’t), and what you can/can’t do to work around them in your business.
Client Relationship Management vs. Project Management tools
As a business newb (or even a business pro), you’ve probably heard other entrepreneurs tossing around phrases like “client management” or acronyms like “CRM” or “PM” and you might not have any idea what they mean.
Maybe you bought something like Dubsado or Honeybook and now you’re confused because you don’t understand why people are also using a PM/Project Management tool –and how do they integrate? Why do you need both?
7 apps to boost your business productivity
If you’re new to the entrepreneurial world, then you might be kiiiiinda sorta flyin’ by the seat of your pants. Yeah?
You never went to business or marketing or even design school, so you’re probably a little overwhelmed with your business.
I totally get it. When I first started, I had about 10 years of print design experience and some light freelancing experience under my belt, plus my college design education, which in no way prepared me to run a business of any magnitude. Back then freelancing just meant we agreed (verbally or written in an email) on a price, I did the work and they sent me a check. No written invoice, no contract. YIKES.
Don’t be that person! Let’s get you started with a few apps I wish I’d been using right out of the gate.
What to expect during a large design project
You probably have a vague idea of what type of design services you need, and maybe you even know who you want to work with. But maybe you have no idea how much (if any) work you’ll need to put in or how much it’d cost to hire the help.
That goes for pretty much anything in the service industry, right? But there’s Angie’s List & HomeAdvisor for those kinds of professionals. So where do you go to find out more about design services? (Please don’t say Fiverr or Upwork. 😄)
That being the case, whether you have/haven’t worked with a graphic designer before, I’d be willing to bet you’re not sure what to expect, especially in a remote work or freelance situation.
It can be scary to hand over your trust & money to a stranger you’ve never met in person & don’t know. Right? I totally get that!
Because I know that there are a lot of you out there who have no idea what to expect, I’m gonna share my process since basically it’s industry standard.
How I use Dubsado for my Client Onboarding process
Getting started (or even just knowing where to start) with client onboarding can be tricky. I know this, because I've been there! My old process was cumbersome, unorganized and complicated, because I didn't really have one... at all. 🙈
I'd miss steps during client onboarding simply because I didn't have a system, or even worse, maybe I was so excited to get started on the project that I just bypassed all that "stuff."
Luckily for me, I have wonderful clients and no problems ever came up because of my previous lack of onboarding organization. BUT I knew then, as I know now, that wouldn't last. Not that my wonderful clients would suddenly become something other than wonderful. No, no, no.
I'm saying my obvious lack of organization would eventually lead to an error SOMEWHERE, whether that was accidentally missing a client's deadline, or not getting paid on time because I had to manually set up invoices in PayPal and send them (or soooo many other possible scenarios).
As I mentioned (in detail) here, in Why Dubsado is My Favorite App, ...it's my favorite business app! I have many others on the list (I 💚 you too, Trello).
But in case you missed that (HINT: go back & read it too!), Dubsado is FREE to try, with no time limit on your trial; it just caps you at 3 clients before you'll have to upgrade.
SO WHAT THE HECK ARE YOU WAITING FOR???
LET'S GET STARTED!
My favorite freelancer app: Dubsado
Holy shit, you guys! When something is this good, you don't keep it to yourself; you share it!
I don't know if I've been living under a rock, or what, but I'd never heard of this company until a few months ago. I'm scratching my head now, trying to figure out what the heck took me so long to move forward!?
Katelyn, here!
I’m the Founder, Owner, CEO, Designer & Educator at Launch the Damn Thing® and I love coffee, cursing & carefully laid plans. 😂 (Also reading, blaring loud music, and teaching, –but those didn’t fit into my nice alliteration!)
Did I just totally make your day? #goals
Curious about my...
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