![]() This helps your client get it right the first time so you don’t have to answer tons of questions later. Spell out exactly what you need and maybe even why you need it. ![]() Provide guidanceįor each piece of information, add an explanation of what you expect from the client. Let your clients focus on one thing at a time. For example, instead of “upload your identity documents”, you can ask for a specific ID, then a recent bill, then a photocopy of a card. When you planned out the full list from the previous step, you may have already broken it down - but take another look and see if you can break your list down further. When you need a lot of information, it’s overwhelming for clients when you dump it all on them in one go.īreak it down into small pieces and the process will be much easier for them. That’s much easier than building it up from scratch. When the time comes to gather info, you can duplicate it and delete the parts that you don’t need. Think of it as a “master list” that contains almost everything you would ever ask for from new or existing clients. It can be info, content, documents, files or anything. ![]() Plan out the info you needĪ great first step is to create a complete list of all customer data that you need. For example, you could “archive” their project if you don’t receive what you need in 7 days. Sometimes it makes sense to have a clause in your contract that protects you from delays associated with collecting information. ![]() That way they know it is coming, and it won’t be a big surprise when there is suddenly all this “work” they need to do. How to gather information from clients Set expectationsīefore starting work with clients, let them know that it will be their responsibility to provide whatever information you need.
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