Get 3 of our most popular recordings from our 2021 Spring of Learning event.
Bundled together for pros who want to streamline their client work processes
CLIENT ONBOARDING BEST PRACTICES
SPEAKER: Adam Pratt
Great client onboarding experiences set the tone from first contact to final invoice. Adam will lead you through the framework he uses with every new client, and we’ll crowdsource the best ideas into a new set of industry best practices. Join this interactive workshop ready to share your best ideas, and every attendee will leave with a new template they can use for their next client onboarding.
OTHER PARTICIPANTS ARE SAYING…
“This was my favorite breakout of the weekend. Not only was the information helpful for a newbie, but the style Adam uses for the presentation was very effective and engaging.” – Jodi R.
“Adam is a great teacher. All very practical, useful information. The analogies and verbiage he uses with clients is especially helpful. I like that he keeps things simple and makes the business seem very doable, not anxiety producing, while still making it clear there is huge potential for success.” -Kathy S.
CLIENT USER GUIDES MADE EASY
SPEAKER: Rhoda Gordon
A custom curated user guide is an amazing tool for both the client and the photo manager. The client will be impressed, surprised, and delighted as you go over each section of the user guide at the project’s completion. In this breakout, I will identify why a user guide is important, how to create it, the steps within your normal workflow that will be used, and most importantly, the sections to include in the user guide. Samples of my user guides for both print and digital clients will be available.
OTHER PARTICIPANTS ARE SAYING…
“I think Rhoda could teach anything and I’d be riveted! I loved her attention-to-detail user guide and am so grateful she has shared all this information and learning with all of us! I was literally dancing with excitement after this session, as well as this whole conference!” -Kim N.
“This was excellent! I’ve heard people talk about these before, but never really saw a good example in this much detail. Rhoda’s templates/outline for doing this will be so helpful. I’m excited to create my first one! Thank you Rhoda!” -Jan A.
A COMPARISON OF 3 ARCHIVING COMPANIES
SPEAKER: Peter Bennett
Our clients ask us how they can preserve, protect, and, most importantly, ensure their photo collections live on for future generations. I have been researching three platforms dedicated to the permanent archiving of family photos and history: Forever, Collectionaire, and Permanent.org. We will look at the features these platforms offer, how they differ, and what kind of real permanent archiving they can deliver on. These are answers for the future that your clients need today.
OTHER PARTICIPANTS ARE SAYING…
“I really liked Peter’s objective comparison of the 3 companies; especially how he demonstrated how 2 or 3 of them can work together.” – Laurie N.
“I had an “aha” moment during this session when Peter talked about the difference between a photo hub and a legacy photo collection.” -Jodi R.
Course Content
About Instructor
Course Includes
- 3 Lessons
