Tracking the Services You're Contractually Obligated to Provide

Not too long ago, we lost a client because we were not properly tracking our deliverables with a set timeline. What we mean by a deliverable, is when we form a contract with a client, we say we are going to do a certain number of services, for a certain amount of money. Today on Journey to $100 Million, listen in as Erik explains the importance of tracking your deliverables, and streamlining communication. In this case, for a number of reasons, we were pushing our deliverables back until everything lined up. What we did not realize in doing this, is that we missed the very first month of sending out a newsletter for this client; we lost track of the fact we had to do this.

Because we missed this deliverable, we are now working through the process steps on how we can track our deliverables to ensure that this never happens again. We now have a known onboarding period for our client, with a specific section in the contract stating these terms. We state specifically to not expect any deliverables for the first 3 weeks. This is because it takes time to get the scope of work firmly in place, get credentials, and onboard the client overall. The key here is to make it very clear what your timeline is, especially if you know it is going to be awhile before you stop pumping deliverables out. Once you know that timeline, track those deliverables very closely!

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Erik Olson is an award-winning digital marketer & entrepreneur. The Founder & CEO of Array Digital, he is also the host of the Journey to $100 Million Flash Briefing and daily podcast, and the organizer of the Marketers Anonymous monthly meetups.

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Kevin Daisey is an award-winning digital marketer & entrepreneur. He started his first company when he was just 23, and is the Founder & CMO of Array Digital. Kevin is the also the co-host of the Journey to $100 Million Flash Briefing and daily podcast, and the co-organizer of the Marketers Anonymous monthly meetups.