Managing and Interacting with Your Editorial Clients

Managing and Interacting with Your Editing Clients (Aces member free, Nonmember, $30)

As a freelance editor, your interactions with your clients can impact the quality of your editing business. And you could be spending too much time writing emails, organizing clients’ information, and following up with clients’ specific needs and questions.

To ensure high-quality client management that doesn’t take up too much precious time, learn how to establish a good working relationship with every client and streamline your communication and management.

Topics include:

  • Template emails
  • Email management
  • Client intake data
  • Systems and processes for client management

Handouts you will receive:

  • sample template emails
  • pros and cons of various CRM software
  • instructions on how to use conditional formatting in Excel to help you manage client-based tasks

Learning objectives:

  • Create and use email templates to streamline your process from inquiry to follow-up
  • Create or improve your client management process from inquiry to follow-up
  • Build effective relationships by adding personal touches to your emails

If you are an ACES member, the webinar is free! If not, it costs $30. 

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