{"id":1128,"date":"2022-12-22T12:12:00","date_gmt":"2022-12-22T11:12:00","guid":{"rendered":"https:\/\/www.freelance.cz\/blog\/?p=1128"},"modified":"2022-12-27T08:26:57","modified_gmt":"2022-12-27T07:26:57","slug":"onboarding-efektivni-zpusob-jak-se-s-klientem-poznat-a-odstartovat-spokojenou-spolupraci","status":"publish","type":"post","link":"https:\/\/www.freelance.cz\/blog\/onboarding-efektivni-zpusob-jak-se-s-klientem-poznat-a-odstartovat-spokojenou-spolupraci\/","title":{"rendered":"Onboarding: Efektivn\u00ed zp\u016fsob, jak se s\u00a0klientem poznat a odstartovat spokojenou spolupr\u00e1ci"},"content":{"rendered":"\n<p>Pr\u00e1ce na voln\u00e9 noze je specifick\u00e1 t\u00edm, \u017ee nepracujete jen pro jednoho klienta, ale navazujete st\u00e1le nov\u00e9 \u2013 dlouhodob\u00e9 i jednor\u00e1zov\u00e9 \u2013 spolupr\u00e1ce. Udr\u017eet si spokojen\u00e9 klienty je n\u00e1kladov\u011b efektivn\u011bj\u0161\u00ed ne\u017e z\u00edsk\u00e1vat st\u00e1le nov\u00e9 z\u00e1kazn\u00edky. I tomu onboarding pom\u016f\u017ee.<\/p>\n\n\n\n<p>Abyste si nov\u00e9ho klienta udr\u017eeli, je dobr\u00e9 ho nejprve sezn\u00e1mit s&nbsp;t\u00edm, co pro n\u011bj m\u016f\u017eete ud\u011blat a tak\u00e9 poznat jeho <a href=\"https:\/\/www.freelance.cz\/projekty\">projekt<\/a> co nejpodrobn\u011bji. U v\u011bt\u0161\u00edch firem je naprosto b\u011b\u017en\u00e9, \u017ee nov\u00e9ho zam\u011bstnance nejprve integruj\u00ed do chodu spole\u010dnosti. Pro\u010d by tomu m\u011blo b\u00fdt u freelancer\u016f jinak? I na voln\u00e9 noze se v\u00e1m vyplat\u00ed p\u0159ipravit onboardingov\u00fd check list, d\u00edky kter\u00e9mu si <strong>snadn\u011bji p\u0159ed\u00e1te informace a vyjasn\u00edte o\u010dek\u00e1v\u00e1n\u00ed<\/strong>. A nav\u00edc budete <strong>p\u016fsobit profesion\u00e1ln\u011bji<\/strong>, ne\u017e kdybyste v\u0161e \u0159e\u0161ili chaoticky za pochodu.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Co si pod onboardingem klienta p\u0159edstavit<\/h2>\n\n\n\n<p>Zah\u00e1jen\u00ed nov\u00e9 spolupr\u00e1ce znamen\u00e1 v\u00edc ne\u017e jen podpis smlouvy (kterou ov\u0161em doporu\u010dujeme nepodcenit \u2013 p\u0159e\u010dt\u011bte si proto tak\u00e9 <a href=\"https:\/\/www.freelance.cz\/blog\/podnikani-na-volne-noze-jake-smlouvy-potrebujete-a-co-musi-obsahovat\/\">Jak\u00e9 smlouvy pot\u0159ebujete a co mus\u00ed obsahovat<\/a>). I kdy\u017e \u0159adu informac\u00ed, jako je rozsah pr\u00e1ce, odm\u011bna a term\u00edny, vy\u0159e\u0161\u00edte pr\u00e1v\u011b ve smlouv\u011b, \u010dek\u00e1 v\u00e1s je\u0161t\u011b spousta komunikace, kde <strong>pot\u0159ebujete od klienta z\u00edskat pot\u0159ebn\u00e9 informace a p\u0159\u00edstupy, klient od v\u00e1s pak zase co nejp\u0159esn\u011bj\u0161\u00ed informace k&nbsp;tomu, co m\u016f\u017eete poskytnout<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Jak proces onboardingu usnadnit?<\/h2>\n\n\n\n<p>U\u017e jste absolvovali \u00favodn\u00ed sch\u016fzku nebo hovor a m\u00e1te hrubou p\u0159edstavu, jak asi bude spolupr\u00e1ce pokra\u010dovat. Jen\u017ee hrub\u00e1 p\u0159edstava pro spolupr\u00e1ci s&nbsp;minimem z\u00e1drhel\u016f nesta\u010d\u00ed. Jak si tedy v\u0161e co nejl\u00e9pe vyjasnit?<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Vy\u017e\u00e1dejte si ve\u0161ker\u00e9 zdroje a podklady<\/h3>\n\n\n\n<p>A\u0165 u\u017e nab\u00edz\u00edte slu\u017eby z&nbsp;oblasti <a href=\"https:\/\/www.freelance.cz\/freelanceri\/grafika-design\">grafiky<\/a>, copywritingu nebo t\u0159eba programov\u00e1n\u00ed, bude pot\u0159eba o nov\u00e9m klientovi a jeho projektu zjistit co mo\u017en\u00e1 nejv\u00edce informac\u00ed. Od toho, jak\u00fd probl\u00e9m pot\u0159ebuje vy\u0159e\u0161it, a\u017e po to, co si p\u0159edstavuj\u00ed jako ide\u00e1ln\u00ed v\u00fdstup.<\/p>\n\n\n\n<p>Abyste klienta nezahlcovali \u0159adou telefon\u00e1t\u016f poka\u017ed\u00e9, kdy\u017e zjist\u00edte, \u017ee n\u011bco nev\u00edte, <strong>vytvo\u0159te si na z\u00e1klad\u011b p\u0159edchoz\u00edch zku\u0161enost\u00ed dotazn\u00edk<\/strong>, ve kter\u00e9m se zept\u00e1te na v\u011bci, kter\u00e9 jsou pro pr\u00e1ci na projektu nezbytn\u00e9. Ide\u00e1ln\u011b nenechte klienta h\u00e1dat, co m\u00e1 odpov\u011bd\u011bt, ale na p\u0159\u00edkladech mu uka\u017ete, co po n\u011bm chcete.<\/p>\n\n\n\n<p><em>Nap\u0159\u00edklad jako copywriter byste od klienta m\u011bli zjistit jeho hlavn\u00ed konkurenty a pro\u010d je jeho produkt\/slu\u017eba lep\u0161\u00ed. Pro\u010d by z\u00e1kazn\u00edk m\u011bl zav\u00edtat pr\u00e1v\u011b k&nbsp;n\u011bmu? Jak\u00e9 pot\u0159eby klient z\u00e1kazn\u00edk\u016fm dok\u00e1\u017ee vy\u0159e\u0161it? Na jak\u00e9 z\u00e1kazn\u00edky c\u00edl\u00ed a kter\u00e9 naopak nechce? <\/em>Jako vod\u00edtko v\u00e1m poslou\u017e\u00ed <a href=\"https:\/\/www.freelance.cz\/blog\/jak-pripravit-brief-podle-ktereho-je-radost-pracovat\/\">N\u00e1vod na kreativn\u00ed brief, podle kter\u00e9ho je radost pracovat<\/a>, kter\u00fd si m\u016f\u017eete upravit podle vlastn\u00edch pot\u0159eb.<\/p>\n\n\n\n<p><strong>TIP<\/strong>: Pokud nab\u00edz\u00edte v\u00edce slu\u017eeb, vyplat\u00ed se v\u00e1m vytvo\u0159it dotazn\u00edk pro ka\u017edou z&nbsp;nich separ\u00e1tn\u011b.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Vyjasn\u011bte si o\u010dek\u00e1v\u00e1n\u00ed<\/h3>\n\n\n\n<p>V\u00fdsledky n\u011bkter\u00fdch profes\u00ed jdou m\u011b\u0159it pom\u011brn\u011b p\u0159esn\u011b, jinde je to podstatn\u011b hor\u0161\u00ed. Tak\u00e9 jsou slu\u017eby, u kter\u00fdch jsou v\u00fdsledky viditeln\u00e9 okam\u017eit\u011b, u jin\u00fdch je to b\u011bh na dlouhou tra\u0165. Ide\u00e1ln\u011b proto s&nbsp;klientem proberte, co od v\u00e1s o\u010dek\u00e1v\u00e1 a dejte mu realistickou zp\u011btnou vazbu. V\u017edy bude lep\u0161\u00ed, kdy\u017e bude m\u00edt ni\u017e\u0161\u00ed o\u010dek\u00e1v\u00e1n\u00ed a bude p\u0159\u00edjemn\u011b p\u0159ekvapen\u00fd ne\u017e naopak.<\/p>\n\n\n\n<p><strong>TIP<\/strong>: O\u010dek\u00e1v\u00e1n\u00ed tak\u00e9 m\u016f\u017eete zahrnout do \u00favodn\u00edho dotazn\u00edku, abyste v\u011bd\u011bli, s&nbsp;\u010d\u00edm m\u016f\u017eete v&nbsp;dal\u0161\u00ed komunikaci po\u010d\u00edtat.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Po\u017e\u00e1dejte o p\u0159\u00edstupy<\/h3>\n\n\n\n<p>Zjist\u011bte, s&nbsp;jak\u00fdmi n\u00e1stroji klient pracuje, a vy\u017e\u00e1dejte si ke v\u0161em relevantn\u00edm p\u0159\u00edstupy. M\u016f\u017ee j\u00edt o p\u0159\u00edstupy do pl\u00e1novac\u00edch n\u00e1stroj\u016f jako je <a href=\"http:\/\/www.asana.com\">Asana<\/a>, ke slu\u017eb\u00e1m jako je Google Analytics a podobn\u011b.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Vyjasn\u011bte si komunikaci<\/h3>\n\n\n\n<p>M\u016f\u017ee v\u00e1s klient zastihnout na telefonu, nebo preferujete komunikaci p\u0159es e-mail? <strong>Domluvte se, na jak\u00fdch kan\u00e1lech budete k&nbsp;zasti\u017een\u00ed a tak\u00e9 v&nbsp;jak\u00fdch hodin\u00e1ch<\/strong>. Samoz\u0159ejm\u011b nemus\u00edte nutn\u011b volit jen bu\u010f anebo, ale nap\u0159\u00edklad si stanovit, \u017ee akutn\u00ed v\u011bci budete \u0159e\u0161it telefonicky, ostatn\u00ed z\u00e1le\u017eitosti sta\u010d\u00ed e-mailem, na kter\u00fd budete odpov\u00eddat nejpozd\u011bji do druh\u00e9 dne.<\/p>\n\n\n\n<p>Ze zku\u0161enosti se vyplat\u00ed definovat, co takov\u00e1 akutn\u00ed situace obn\u00e1\u0161\u00ed, n\u011bkte\u0159\u00ed klienti h\u016f\u0159e ch\u00e1pou, \u017ee pro jejich projekt ned\u00fdch\u00e1te nap\u0159\u00edklad v&nbsp;ned\u011bli ve\u010der.<\/p>\n\n\n\n<p><strong>TIP<\/strong>: Pokud v\u00e1s telefonov\u00e1n\u00ed ru\u0161\u00ed, domluvte se, \u017ee telefonn\u00ed rozhovory p\u0159ij\u00edm\u00e1te pouze po p\u0159edchoz\u00ed dohod\u011b a vysv\u011btlete, \u017ee se d\u00edky tomu m\u016f\u017eete l\u00e9pe soust\u0159edit na pr\u00e1ci a p\u0159in\u00e1\u0161et lep\u0161\u00ed v\u00fdsledky.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Poproste o propojen\u00ed s ostatn\u00edmi \u010dleny t\u00fdmu<\/h3>\n\n\n\n<p>Spolupracuje na projektu v\u00edce <a href=\"https:\/\/www.freelance.cz\/freelanceri\">freelancer\u016f<\/a>? Po\u017e\u00e1dejte klienta, aby v\u00e1s propojil, abyste mohli efektivn\u011b komunikovat a spolupr\u00e1ce nikde nev\u00e1zla.<\/p>\n\n\n\n<p>Jakmile m\u00e1te v\u0161echno domluven\u00e9, m\u016f\u017ee za\u010d\u00edt samotn\u00e1 <a href=\"https:\/\/www.freelance.cz\/blog\/proc-je-spoluprace-s-freelancery-tak-oblibena-a-proc-se-vyplati-i-vam\/\">spolupr\u00e1ce<\/a>. Samoz\u0159ejm\u011b se m\u016f\u017ee st\u00e1t, \u017ee v&nbsp;pr\u016fb\u011bhu budete muset trochu improvizovat, co\u017e se m\u016f\u017ee nap\u0159\u00edklad projevit nav\u00fd\u0161en\u00edm po\u010dtu p\u016fvodn\u011b domluven\u00fdch hodin. V\u017edy nezapome\u0148te jak\u00e9koli zm\u011bny potvrdit tak\u00e9 p\u00edsemn\u011b, a\u0165 to m\u00e1te \u010dern\u00e9 na b\u00edl\u00e9m a p\u0159edejdete p\u0159\u00edpadn\u00fdm nedorozum\u011bn\u00edm.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Pr\u00e1ce na voln\u00e9 noze je specifick\u00e1 t\u00edm, \u017ee nepracujete jen pro jednoho klienta, ale navazujete st\u00e1le nov\u00e9 \u2013 dlouhodob\u00e9 i jednor\u00e1zov\u00e9 \u2013 spolupr\u00e1ce. Udr\u017eet si spokojen\u00e9 klienty je n\u00e1kladov\u011b efektivn\u011bj\u0161\u00ed&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/www.freelance.cz\/blog\/onboarding-efektivni-zpusob-jak-se-s-klientem-poznat-a-odstartovat-spokojenou-spolupraci\/\">\u010c\u00edst d\u00e1le<span class=\"screen-reader-text\">Onboarding: Efektivn\u00ed zp\u016fsob, jak se s\u00a0klientem poznat a odstartovat spokojenou spolupr\u00e1ci<\/span><\/a><\/div>\n","protected":false},"author":8,"featured_media":1129,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-1128","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-freelancery","excerpt"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.freelance.cz\/blog\/wp-json\/wp\/v2\/posts\/1128","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.freelance.cz\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.freelance.cz\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.freelance.cz\/blog\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.freelance.cz\/blog\/wp-json\/wp\/v2\/comments?post=1128"}],"version-history":[{"count":2,"href":"https:\/\/www.freelance.cz\/blog\/wp-json\/wp\/v2\/posts\/1128\/revisions"}],"predecessor-version":[{"id":1131,"href":"https:\/\/www.freelance.cz\/blog\/wp-json\/wp\/v2\/posts\/1128\/revisions\/1131"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.freelance.cz\/blog\/wp-json\/wp\/v2\/media\/1129"}],"wp:attachment":[{"href":"https:\/\/www.freelance.cz\/blog\/wp-json\/wp\/v2\/media?parent=1128"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.freelance.cz\/blog\/wp-json\/wp\/v2\/categories?post=1128"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.freelance.cz\/blog\/wp-json\/wp\/v2\/tags?post=1128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}