June 28, 2021 — Most horror stories derived from interacting with clients in the capacity of a freelancer or an agency are caused due to the flawed nature of the presales conversation.

Companies seek a technical partner, but the RFP process is framed as a vendor filter, regardless of the competency of the customer.

How to position yourself as the industry expert instead?

This talk will discuss the main differences between vendors and consultants, how to approach an incoming request, what are the biggest flaws in the RFP process and other nuggets aimed at agencies and solopreneurs serving small and mid-sized clients.

June 26, 2020 — Has a client ever wasted your time in a consulting session? Have you ever had a one-hour consultation turn into three? Have you experienced the sinking feeling that happens when you leave the consultation and realize you failed to ask a key question? This talk provides answers to these issues and more.

Presentation Slides »

June 26, 2020 — Clients can be the best and worst part of running a WordPress business. This talk suggests strategies and practices to help prevent the most common problems freelancers face with clients.

Presentation Slides »

June 17, 2020 — Are you working hard trying to grow your agency / freelance business but things just aren’t gaining momentum? Let’s look at seven steps to sustainability that I’ve learned in my time as the co-founder and CEO of a WordPress shop. We grew from our couches to a full crew to acquisition in just five short years. I’ll share these key concepts with you in hopes of helping you drive sales, improve process, and increase your margins. If you’re a project away from dusting off your resume to get a “real job” – attend this workshop to see if you can make impactful changes to keep your entrepreneurial dream alive!

July 12, 2019 — This session will focus on: Identifying and managing client fears
, Educating clients on the development process and the value of developers
, Setting expectations with clear and timely communication
, Defining project scope, deliverables and two-sided timelines
, Managing conflict
, Building long-term client partnerships