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Getting and Keeping New Clients - Your business terms and policies
17 Modules-
StartIntroduction - what's in this section?
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StartService Business - Terms and Conditions of Business - Base Terms
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StartSchedule of Work - also known as a Retainer or Proposal
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StartExpenses Policy (Charging expenses)
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StartComplaints Policy
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StartRescheduling Policy (How clients reschedule meetings or sessions)
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StartRetainer Policy
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StartLate Attendance (if a client turns up late for meetings or sessions)
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StartFacebook Clause (if offering your services via a Facebook Group)
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StartRecording Clause and Obtaining Consent
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StartPrompt Payment Discount Clause
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StartInstalment Payment Clause
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StartWebsite Sales Policy (if you sell directly from a website)
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StartVideo Guide - How to introduce your Business Terms to a client
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StartVideo Guide - Consumer Cancellation and Digital Downloads
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StartVideo Guide - How to deal with a client who wants to end a retainer early
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StartVideo Guide - How to deal with a client who wants to add on more work
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Getting Paid on time
9 Modules-
StartIntroduction - what's in this section?
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StartHow you deal with late payments - Video Guide and letters/emails
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StartDirector's Personal Guarantee Agreement
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StartBusiness Owner’s Payment Guarantee
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StartOffering Credit - Video Guide
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StartBusiness to Business Credit Agreement
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StartCancellation Charges - Video Guide
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StartAre your clients businesses or consumers? - Video Guide
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StartPayPal fees and Cancellations - Video Guide
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Essential Documents required for your website
8 Modules-
StartIntroduction - what's in this section?
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StartVideo Guides - Introduction to Data Protection
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StartPrivacy Policy
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StartCookie Policy
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StartVideo Guide - How to check what cookies your website is using to complete your cookie policy
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StartWebsite Use Policy
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StartAcceptable Use Policy
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StartCopyright Notice and Press Notice
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Step-By-Step Data Protection/ GDPR for your business - Video Guides
8 Modules-
StartIntroduction - what's in this section?
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StartEstablishing a Baseline for Data Protection - Guide and Workbook
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StartGDPR - Step 1 - Data Audit - Part 1
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StartGDPR - Step 1 - Data Audit - Part 2
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StartGDPR - Step 2 - Permissions to Process - Part 3
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StartGDPR - Step 3 - Legitimate Interest - Part 4
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StartGDPR - Step 4 - Secure Data Erasure - Part 5
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StartData Inventory
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Protecting Your Business Information
6 Modules-
StartIntroduction - what's in this section?
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StartWhat is confidential information? - Video Guide
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StartHow to protect confidential information - Video Guide
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StartWhat is an NDA - How and when to use one - Video Guide
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StartAn NDA to use with another business
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StartAn NDA to use with a person (not another business)
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