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How to Set Client Expectations and Avoid Invoice Disputes

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The best way to keep invoice disputes from happening is to set clear expectations with your client before your work even begins. In this SlideShare, Patrick Dodd of Blinksale outlines some basic things you need to know about setting expectations.

For more help being awesome at invoicing, visit www.blinksale.com.

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How to Set Client Expectations and Avoid Invoice Disputes

  1. 1. What to Expect When You’re Setting Client Expectations
  2. 2. Delay Payment STEP ONE
  3. 3. STEP ONE Once a client has paid you, there’s no going back.
  4. 4. STEP ONE Don’t accept any money until expectations have been set…
  5. 5. STEP ONE …and agreed upon.
  6. 6. Under Promise STEP TWO
  7. 7. STEP TWO Don’t oversell yourself.
  8. 8. STEP TWO If you feel unsure of the promises you’re making…
  9. 9. STEP TWO …don’t make them.
  10. 10. STEP TWO The old adage is true…
  11. 11. STEP TWO “Under promise and over deliver.”
  12. 12. Get Nitty & Gritty STEP THREE
  13. 13. STEP THREE The more specific the expectations, the better.
  14. 14. STEP THREE Set expectations about…
  15. 15. STEP THREE Exact deliverables
  16. 16. STEP THREE Exact deliverables Timelines
  17. 17. STEP THREE Exact deliverables Timelines Milestones
  18. 18. STEP THREE Exact deliverables Timelines Milestones Revisions
  19. 19. STEP THREE Exact deliverables Timelines Milestones Revisions Responsibilities
  20. 20. STEP THREE Exact deliverables Timelines Milestones Revisions Responsibilities Price
  21. 21. STEP THREE Did I mention price?
  22. 22. STEP THREE PRICE
  23. 23. STEP FOUR Feel It Out
  24. 24. STEP FOUR Get to know the client.
  25. 25. STEP FOUR If the process of setting expectations is a beating…
  26. 26. STEP FOUR …just imagine how terrible it will be to work with them.
  27. 27. STEP FOUR Bailing out is always an option.
  28. 28. STEP FOUR (That’s why you didn’t take any money.)
  29. 29. STEP FIVE Get It In Writing
  30. 30. STEP FIVE Document all expectations.
  31. 31. STEP FIVE A contract is ideal.
  32. 32. STEP FIVE Emails work too.
  33. 33. STEP FIVE (Phone calls don’t work.)
  34. 34. STEP FIVE Include expectations (or a link to expectations) in your invoice notes. Make them easy to find.
  35. 35. STEP FIVE You never know when your client’s expectations will go rogue…
  36. 36. STEP FIVE …and you’ll need to have some proof.
  37. 37. For just $15 a month, Blinksale makes invoicing easy for freelancers and small business owners. Start your free trial at www.Blinksale.com.
  38. 38. For more help being awesome at invoicing, visit www.Blinksale.com.

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