The Client Onboarding Process for msloydwrites Ensures Clear Communication, Structured Payment, and Organized Project Management for Us and Our Clients.

Get Freelance Writing Services by Following the Client Onboarding Process for msloydwrites

Step 1: Writing Quote Request – Request a Quote for Blogging, Copywriting, and Ghostwriting Projects

• Client Action: The client fills out the Writing Quote Request Form on our website.

Add the Following Details to Your Writing Quote Request:

• • Project details (e.g., type of writing, word count, audience, deadline)
  • Contact information
  • Project Budget and any special requirements

Upon submission, the client receives an automated confirmation email, thanking them for the request and providing a timeline for when they can expect a response.

Step 2: Custom Quote & Project Proposal

We will review the client’s details and create a tailored proposal, including:

• • Scope of work
  • Estimated turnaround time
  • Total cost (with payment breakdown)
  • Deliverable expectations
  • Optional add-ons (e.g., revisions, SEO optimization)

Client Action: The client reviews the proposal and confirms acceptance via email or client portal.

Step 3: Deposit Payment

Once the client accepts the proposal, we will send them an invoice for a 50% deposit via electronic transfer. 

We Accept:  Visa, Mastercard, American Express, PayPal, and CashApp.

Client Action: The client submits the deposit to secure the project start.

After payment, an automatic email confirms the receipt of the deposit and outlines the next steps.

Step 4: Client Portal Activation

After the deposit is received, we will create and activate your new client portal account.
The client receives login credentials and access to their personalized dashboard, where they can:

• • Track project status
  • Upload additional materials
  • Communicate directly with you
  • Review and approve drafts
  • Access invoices

The client receives a welcome email with instructions on how to use the client portal and a timeline for the first deliverable.

Step 5: Project Kickoff

We will begin work on the project based on the agreed-upon scope.
Regular updates and draft submissions are made through the client portal and via email or text as requested by client.

• • Set milestone deadlines for draft reviews.
  • Communicate via the portal to keep all records organized.

The client can provide feedback, ask questions, and request revisions within the portal during this phase.

See: Revision Policy

Step 6: Deliverables

Once the project is completed, we will upload the final deliverable(s) to the client portal for review.

We will notify the client via the portal and email that final drafts are ready for download.

 The client reviews the final work, requests any final revisions (if applicable), and approves the project.

Revision Request Policy

Step 7: Final Payment & Project Closure

Upon project approval, we will send the client an invoice for the remaining balance via their client portal account and email.

Client Action: The client submits the final payment via their portal.

Once the final payment is confirmed, the client receives a “Thank You” email, along with any relevant receipts, testimonials request, and referral incentives.

Step 8: Follow-Up & Ongoing Relationship

We will periodically send follow-up emails or message after the project to:

• • Check in on client satisfaction
  • Offer future writing services
  • Request testimonials or reviews
  • Provide a discount for future projects

Client Action: The client leaves feedback or reaches out for new projects, further strengthening the business relationship.

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