Working with clients

Tips and tricks on working with your client - from helping them delegate, to logging expenses.

• How do I make outbound calls for my client? What are the 'rules' here?
• Should I handle incoming calls on behalf of a client's business?
• Can I pay for things using my client's credit card?
• How should my client create a more defined role for me?
• My client is struggling to delegate. Do you have any advice for me?
• My client has asked me to do something I can't do. How should I handle this?
• Can I use extra hours, above my client's monthly plan? How does this work?
• Can I support my client with tasks across their different businesses?
• What tools should I use to communicate with my client?
• Can I share my CV with my client?
• What tools can my client use to document processes?
• How should I share a to-do list and stay organised with my client?
• Can I meet my client in-person?
• How will I hear about new client opportunities?
• I have a call with a new client. What should I expect?
• If a client asks to see an example of my previous work, is this okay?
• How is it best to "check in" with a client? When should I do so?
• Can I share my personal email address or contact details with a client?