3 Tips: Turn Past Red Flags into Future Clarity

✅ Audit Your Projects Without Emotion

Pull up your past projects and look at the facts — not the frustration.
How many hours did it really take? Where did communication break down? What expectations were unclear?
Software like Mydoma keeps those answers organized — from time logs to client messages.
💡 Pro Tip: Create a simple “Post-Project Review” checklist right inside your portal to capture what worked and what didn’t while it’s still fresh.

✅ Identify Early Warning Signs

Most red flags appear long before you send a contract.
Clients who hesitate to pay for a consult, want to “skip the process,” or give fuzzy answers about budget or timeline are waving bright warning banners.
Use an inquiry form to filter these out automatically. Add deal-breaker questions so you can spot misaligned leads early.

✅ Build Boundaries into Your Systems

Strong boundaries don’t make you rigid — they make your business repeatable.​
Automate your onboarding, require payment upfront, and use proposal templates with “What’s Not Included” clauses.
When you build these into Mydoma, the system does the hard part for you — protecting your process (and your peace).

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2 Resources to Help You Strengthen Your Process

📌 Post-Project Review Template (task template checklist) – Create a quick form with five reflection questions: what went well, what didn’t, what surprised you, what you’d do differently, and the client red flags you’d watch for next time.

📌 Workflow Templates – Set up your own “red flag filter” using intake and project templates. Add deal-breaker questions, automated emails, and task reminders so you stay in control from inquiry to install.

1 Question for You

🤔 What’s one red flag you ignored in the past that you’ll never overlook again?Take a minute to write it down — then build a system or template that prevents it from slipping through next time. Hit reply and let me know—I’d love to offer support! Or send me a question and I'll answer it in next week's newsletter!