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EP 11 | Contracts & Retainer Management

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Manage episode 521162307 series 3686256
Content provided by 4Dbiz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 4Dbiz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Have a burning question or idea that you want us to cover? Click here to leave us a “voicemail” for an opportunity to be featured in an upcoming episode!

Join Shayna and Evelyn as they pull back the curtain on one of the most critical, yet often overlooked, aspects of running a design business: contracts and retainer management.

In this episode, you’ll get a practical, no-nonsense guide to building contracts that actually protect your pricing model and set you up for success. Shayna and Evelyn break down the must-have clauses every designer needs, from defining scope and deliverables to managing client expectations and handling those inevitable “scope creep” moments.

Learn how to draw clear boundaries, communicate uncontrollable variables, and use your contract as a living tool throughout the project—not just a formality at the start.

We then take a deep dive into retainer management, sharing real-world strategies for tracking time, reporting to clients, and keeping your projects (and profits) on track. Discover how to avoid the “black hole” of endless sourcing, set revision limits that work for you, and turn every phase of the project into an opportunity for upselling and building trust.

Packed with actionable tips, candid stories, and the kind of wisdom you only get from being in the trenches, this episode is your roadmap to managing money, expectations, and client relationships with confidence. If you’re ready to stop leaving money on the table and start running your business like a pro, this episode is an essential listen.

Click to schedule your free consultation now and discover how 4Dbiz’s flexible, fractional team can help you reclaim your time and build a design business that works for you.

  continue reading

12 episodes

Artwork
iconShare
 
Manage episode 521162307 series 3686256
Content provided by 4Dbiz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 4Dbiz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Have a burning question or idea that you want us to cover? Click here to leave us a “voicemail” for an opportunity to be featured in an upcoming episode!

Join Shayna and Evelyn as they pull back the curtain on one of the most critical, yet often overlooked, aspects of running a design business: contracts and retainer management.

In this episode, you’ll get a practical, no-nonsense guide to building contracts that actually protect your pricing model and set you up for success. Shayna and Evelyn break down the must-have clauses every designer needs, from defining scope and deliverables to managing client expectations and handling those inevitable “scope creep” moments.

Learn how to draw clear boundaries, communicate uncontrollable variables, and use your contract as a living tool throughout the project—not just a formality at the start.

We then take a deep dive into retainer management, sharing real-world strategies for tracking time, reporting to clients, and keeping your projects (and profits) on track. Discover how to avoid the “black hole” of endless sourcing, set revision limits that work for you, and turn every phase of the project into an opportunity for upselling and building trust.

Packed with actionable tips, candid stories, and the kind of wisdom you only get from being in the trenches, this episode is your roadmap to managing money, expectations, and client relationships with confidence. If you’re ready to stop leaving money on the table and start running your business like a pro, this episode is an essential listen.

Click to schedule your free consultation now and discover how 4Dbiz’s flexible, fractional team can help you reclaim your time and build a design business that works for you.

  continue reading

12 episodes

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