From first client to recurring
AI Skills

From first client to recurring

12 slides · 6:26

About this lesson

Your first client is the hardest to win, so don't let them be your last. Follow one freelancer as she turns a finished project into a monthly care plan, offers the next step up, asks for referrals right after a win, and lets Claude Code draft invoices and reports. You'll leave with a simple 90-day plan.

WHAT YOU’LL LEARN
Draft a monthly care plan with Claude and offer it at handover
Find a next-rung offer for an existing client, tied to a result
Ask for referrals with a specific, forwardable note
Set up Claude Code to draft invoices, reminders and reports for your approval