How to automate the sales process for freelance services

How to automate the sales process for freelance services

This task can be performed using Retainr

Your freelance business smarter. Turn any services into income

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Retain

Retainr

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Retainr.io tackles all the challenges of selling and managing orders for freelancers

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What to expect from an ideal product

  1. Set up recurring client payments and invoicing that runs on autopilot so you never chase down late payments again
  2. Create service packages with preset pricing that clients can purchase instantly without back-and-forth negotiations
  3. Build client onboarding workflows that collect project details and requirements automatically when someone hires you
  4. Track project milestones and deliverables in one place so clients always know what's happening with their work
  5. Generate professional proposals and contracts with just a few clicks instead of starting from scratch each time

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