Are you spending 2+ hours daily writing endless client emails, chasing down postponed projects, and managing communication chaos instead of doing the editing work you love?
Most freelancers lose 15–20 hours weekly to inefficient client management, time that could be spent on billable work or growing their business.
This comprehensive 55-minute webinar will transform how you interact with clients and streamline your entire management process.
What You’ll Learn:
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- A solid client intake system—Prevent constant emailing and get off on the right foot
- How to interact with clients in a professional but personal way–Create a relationship, not just a transaction
- Email management mastery—Template systems, automated follow-ups, and organization methods that cut email time in half
- A client action framework—Never miss follow-up actions or let client emails fall through the cracks again
Bonus: Get some tools from my client management tollkit
18 proven email templates (responses that save me 2+ hours weekly) CRM software comparison guide (my personal breakdown of pricing, pros, and cons for each platform) List of template emails (the email templates I use for my whole system from intake to follow-up) Complete slide deck (reference materials you can implement immediately)
Watch now and begin reclaiming multiple hours a week while delivering exceptional client experiences that keep clients coming back.
Course Information
Course Instructor
35 Webinar
Webinar & Material
What Others Have Said
Excellent presentation and materials! Your enthusiastic and genuine personality are a pleasure. I confess that I don't have enough different clients to make these systems practical at present (same for the course I signed up for with you, which is why I stopped making progress) but I may be expanding my business to an area that would require managing a greater number of clients, so these materials are for future reference, and look excellent. I'm already curious about Zoho mail and may give that a try. Thank you again for an informative and entertaining presentation—you're a gem, Katie!