NEW Squarespace Project Management Tools
While you most likely receive a paycheck from your employer, the time will come when you need to send an invoice for freelance work: teaching, speaking, or other creative services.
Now, it's easier than ever! The NEW Project Management tool from Squarespace is everything you need to manage and sell your services from start to finish.
✅ Simplify your workflow. All your project management tools are now on one platform. No need to duplicate work, pay for multiple tools, or learn different programs.
🤩 Professional branding for your business. Maintain consistent branding across all of your surfaces and client communications, from your website to invoices.
📈 Tools to succeed at every step. Manage every step of your workflow, from building a website and connecting with leads, to getting paid and off-boarding clients.
With Squarespace Project Management, you can focus on delivering an extraordinary service and growing your business!
Start with a website
Squarespace offers the best-in-class designer templates to showcase your services, highlight previous work, and attract new leads. Make sure your website clearly communicates what you offer clients.
Share your pricing and packages, or wait to share details after someone requests information.
Generate Leads
All forms on your website are now stored within a central CRM (Customer Relationship Management). Whether a contact form or a specific application, you can capture leads through an intake form on your site in one simple step. Make sure to collect all the information you need to quickly vet and respond to potential clients.
You can view form submissions and start new projects directly from each submission. Since your clients’ information is now stored in one place, you can easily market to them in the future.
Get hired & PAID
Create and share a summary of your services in a branded package to attract customers. Secure an agreement to your proposal, terms, and payment schedule, and collect deposits with a single click from your customer. Thanks to being an all-in-one, you’ll maintain a consistent brand presence with a professional invoice that matches your brand identity.
Stay on top of projects
Your project dashboard allows you to organize all of your work, manage your client information, invoices, and tasks in one place. Track progress and recent activity, review important project notes, and create and track invoices.
These new tools and features may raise some additional questions about pricing, contracts, payment processors, etc. Take a look at the video guide and official links below. I look forward to hearing about your success booking clients and getting paid!
