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Viewing articles tagged 'client'

A Client Onboarding Checklist What to do every time.BEFORE STARTINGTerms agreed in writing Deposit received Main contact... A Monthly Client Area Routine Ten minutes a month prevents most of what goes wrong.CHECK THE DASHBOARDUnpaid invoices, tickets... Adding Additional Contacts to Your Account Sub-accounts let a colleague, developer or accountant access the parts of your account relevant... Adding Funds and Using Account Credit Where the option is available, Billing > Add Funds lets you deposit an amount in advance.WHY... Agreeing Terms Before Starting The agreement.WHAT TO AGREE IN WRITINGThe scope The price and payment schedule The timescale What... Asking for Feedback From Clients Learning.WHEN TO ASKAt completion, and periodically for ongoing work.WHAT TO ASKWhat worked well... Building Repeatable Processes Consistency.WHY IT MATTERSDoing it the same way each time is faster, better, and delegable.WHAT... Cancelling a Service from the Client Area Cancellation is requested through the Client Area, not by simply not paying.BEFORE YOU CANCELTake... Cancelling an Order Before It Is Provisioned An unprovisioned order can usually be stopped.IF THE INVOICE IS UNPAIDSimply do not pay it, and... Checking Announcements and Network Status Before opening a ticket about an outage, check whether we already know.ANNOUNCEMENTSSupport >... Checking Your Service Usage from the Client Area You do not need to open cPanel to see where you stand.WHEREServices > My Services > click... Client Onboarding and Offboarding: Everything That Matters, Briefly The whole category in one page.WHY THE START MATTERSA disorganised beginning produces a client... Closing a Project Properly The end of the work.WHAT TO DOConfirm the work is complete Deliver everything Provide... Collecting What You Need From Clients The information problem.WHAT USUALLY DELAYS WORKWaiting for something from the client.WHY IT... Common Client Area Questions Answered The questions we are asked most often, with short answers.Why can I not log in to cPanel with my... Creating a Client Area Account You need an account before you can order anything, and it is created as part of your first order... Deciding Whether to Take a Client Qualification.WHY IT MATTERSNot every client is worth having.A difficult one costs more time than... Delivering Work Handing over the result.HOW TO DELIVEREverything at once, organised, with an explanation.Not... Downloading Invoices and Receipts Every invoice is available as a PDF for your records.DOWNLOADING ONEBilling > My Invoices,... Enabling Two-Factor Authentication on Your Client Area Anyone with your billing login can reach your services, your domains and your cPanel. Protect... Ending a Client Relationship Yourself When you choose to stop.WHEN TO CONSIDER ITConsistently late payment Demands beyond what you are... Escalating an Unresolved Issue If a ticket is not progressing, escalate within it rather than starting again.FIRST, CHECK THE... Finding Your Way Around the Client Area Everything is reachable from the main menu.THE DASHBOARDShows active services, unpaid invoices,... Getting the Most Out of Your Client Area A short summary of everything worth doing once.SET IT UP PROPERLYContact email on a domain we do... Handing Over to Another Supplier Professional transfer.WHEN THIS HAPPENSA client moves to someone else.WHAT TO PROVIDEFiles and... Handling Client Complaints When they are unhappy.WHAT TO DO FIRSTListen fully before responding.Frequently the complaint is... Handling Scope Creep Requests beyond what was agreed.WHAT IT LOOKS LIKE"While you are at it, could you also..." "I... How to Enable Two-Factor Authentication (2FA) in Your ZillionKingHost Client Area What is Two-Factor Authentication? Two-Factor Authentication (2FA) adds an extra layer of... How to Restore Your Website Files Using JetBackup in ZillionKingHost cPanel How to Restore Your Website Files Using JetBackup in ZillionKingHost cPanel JetBackup allows you... Keeping Client Records What to record.WHAT TO KEEPContact details What was agreed What was delivered Communications... Keeping Clients Informed Communication during the work.THE PRINCIPLEA client who knows what is happening does not... Keeping Records Outside the Client Area The Client Area holds your account with us. Keep your own copy of the things you would need if... Keeping Track of Renewal Dates Most avoidable outages come down to a date nobody was watching.WHERE THE DATES AREServices >... Keeping Your Client Area Account Secure This account controls your services, your domains and your billing. Secure it accordingly.THE... Logging In to Your Client Area The Client Area at https://zillionkinghost.com/billing/ is where you manage services, invoices,... Managing Saved Payment Methods Billing > Payment Methods holds the cards used for automatic renewals.ADDING A CARDAdd the... Managing Several Clients at Once Capacity.THE PROBLEMTaking more work than you can deliver.WHAT THAT COSTSLate delivery for... Managing Sub-Accounts and Permissions Sub-accounts give colleagues access to the parts of the account relevant to them.CREATING... Managing Your Domains Domains > My Domains is separate from hosting and needs its own attention.WHAT YOU SEEEach... Managing Your Services Services > My Services is the control point for everything recurring.WHAT YOU SEEEach service... Offboarding a Client When the relationship ends.WHY IT MATTERSHow a relationship ends determines what the client says... Opening a Support Ticket Tickets from inside the Client Area are answered fastest, because you are identified... Order Confirmation Emails and What They Contain Two different messages arrive after an order.THE ORDER CONFIRMATIONConfirms what you ordered, the... Ordering Additional Services Adding a second hosting package, a domain or an add-on works the same way as your first... Placing an Order from the Client Area Ordering follows the same sequence for every product.THE STEPSUse the Order menu and choose the... Proposals and Quotes Setting out the work.WHAT A PROPOSAL SHOULD CONTAINYour understanding of their problem What you... Reactivating a Suspended Service Suspension is reversible. Nothing is deleted at suspension.IF IT IS NON-PAYMENTPay the... Reading Announcements and Service Notices Support > Announcements carries the notices worth reading rather than deleting.WHAT APPEARS... Recognising Fraudulent Emails Claiming to Be From Us Attackers send convincing messages hoping you will enter your password on a fake login... Recovering Access to Your Account If you cannot get in, there is a route back, but it involves verification.FORGOTTEN PASSWORDUse... Requesting a Free Website Migration We move your existing site to us at no charge. For anything business-critical, use this rather... Requesting a Quote Before Ordering Organisations frequently need a quotation before they can raise a purchase order.HOW TO REQUEST... Setting Expectations at the Start What the client should understand.WHAT TO ESTABLISHWhat you will deliver, and when How often they... Setting Your Notification Preferences You can control which messages you and your contacts receive.WHEREAccount > Contacts, for... Submitting Feedback or a Complaint We would rather hear a complaint than lose a customer quietly.HOW TO RAISE ITOpen a ticket... The First Conversation Understanding what they need.WHAT TO ESTABLISHWhat the problem is What outcome they want What... The First Week With a New Client Establishing the pattern.WHAT TO DOStart when you said you would Send the first update on... The Welcome Message Starting the relationship.WHEN TO SEND ITImmediately after the deposit or agreement.WHAT TO... Transferring Your Client Area Account to Someone Else Selling a business or handing services to a client requires a formal change, not a shared... Turning Clients Into Repeat Business Beyond the first project.WHAT PRODUCES REPEAT WORKDelivering well Staying in contact Being... Understanding Order Statuses An order moves through several states, and knowing them saves an unnecessary ticket.PENDINGThe... Understanding the Dashboard The dashboard is designed to answer "is anything wrong" at a glance.WHAT IT SHOWSActive services... Understanding Ticket Response Times What to expect, and what makes a difference.WHAT AFFECTS SPEEDThe department. Technical issues go... Understanding Verification Requests We will sometimes ask you to prove who you are before acting. Here is why and what to expect.WHEN... Updating Your Account Details Out-of-date contact details cause a large share of avoidable problems.WHEREAccount > Edit... Using Downloads in the Client Area Support > Downloads holds files we make available: guides, configuration templates, software... Using Email History to Check What We Sent Account > Email History holds a record of every automated message sent to your account.WHAT IT... Using the Affiliate Section If you take part in the affiliate programme, everything is tracked under Affiliates in the Client... Using the Knowledgebase Support > Knowledgebase holds articles on hosting, domains, email, security and... Viewing and Replying to Support Tickets Support > Tickets holds every conversation, open and closed.THE STATUSESOpen. With us,... What Happens Immediately After Ordering The sequence is predictable, and knowing it prevents unnecessary worry.WITHIN MINUTESPayment... What to Do Before a Long Absence A fortnight away is long enough for a missed renewal to take a business offline.BEFORE YOU... When a Client Ends the Relationship Being dismissed.WHAT TO DOAsk why, once, without defensiveness Complete outstanding obligations... Where to Find Your cPanel Login Details Three separate logins exist and they are frequently confused.THE THREEClient Area: billing,... Why an Order May Be Held for Verification Some orders are held for review before provisioning. It is routine and usually resolved... Why Onboarding Matters The first impression that lasts.WHAT ONBOARDING ISEverything between a client agreeing to work... Writing a Ticket That Gets Resolved Quickly The difference between a fast answer and three days of back-and-forth is usually the first...
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