CLIENT WELCOME

wendy4

I'm so excited to be working together with you on your project!

Please read the following page in its entirety (it's not long, I promise!). It contains important information about how we will communicate with each other throughout the project. Also be sure to watch the video below that walks you through how to use the Client Portal. It's only about 3 1/2 minutes long.

A Few Housekeeping Items:

  • I track all things relating to your project (contracts, invoices, tasks, documents, meetings, emails) in a Client Portal, which you will have access to. I want this process to be very transparent so you're never wondering what I'm working on or what the overall status is. You should have received an email from the system with your password. If you didn't receive it or have lost it, let me know.
  • Please send any written communication to me through email at wendy@wendynealdesign.com. Any other forms of messaging (Facebook Messenger, WhatsApp, etc.), while handy, will not be tracked in the Portal (not to mention that communications through those channels can get messy very fast).
  • Office Hours: My official business hours are 8:00 am to 5:00 pm cst Monday - Friday. This is when I'm generally available to work and answer any questions you may have. I will make every effort to respond within 1 business day of your inquiry. That doesn't mean I'll never answer an email during off-hours. However, I can't guarantee as quick of a response outside those hours.

Action Items:

  • Watch the Client Portal Overview video (below)
  • Login to the Portal
  • Please provide any information requested of you promptly to ensure our project stays on schedule!
  • Email me if you ever have any questions or concerns

HOW TO USE THE CLIENT PORTAL

FULL DISCLOSURE:

I am an affiliate for some of the products or services that I might recommend to you. This means that if you purchase a product or service that I've recommended using my affiliate link, I will receive a small commission or referral fee at no extra cost to you. In some cases, by clicking my referral or affiliate link, you can receive a discount not available to the general public. I only recommend products and services that I've personally used and love.