So, you think you want to #workwithditto but you want to know more about what the process actually looks like for you and your client?

First things first, you should know that Ditto exists to facilitate transparent and productive contractor-client relationships. We handle the transactional parts of your relationship like collecting payment, defining (and policing) scope, and sending administrative updates about your project. Consider us your trusty assistant made to streamline your client relationships.

Ready to get started?

Read on for a step-by-step guide for what to expect when you work with us, plus, get some helpful content to share with your client to explain how Ditto works.

Step - By - Step

  1. Log in with your Ditto account, or sign up if you haven't already.

  2. When you login, you'll see your Project Dashboard. Consider this your home base for all client work. You can view all live projects from your dashboard and track funds as they move through the Ditto platform.

  3. To get started with your first project click the [+NEW] button. Then add the phases of your project, each with each with a specific set of deliverables and cost.

  4. Once your project proposal is set up, it's time to copy the link and share it with the client! See below for some sample email text you can share to explain the Ditto process with your client.

    sample text for client email:

    Dear {Client Name},

    I’m looking forward to working with you! As discussed, I’ve put together a proposal for the work you requested. I handle my projects and invoicing using a platform called Ditto. We will have a shared portal on Ditto where you can go at any time to see what I’m working on for you, view and pay invoices, or download our contract.

    Here is our shared Ditto project portal - please click through to see my proposal.I’ve broken the proposed work up into phases. Ditto will ask that you fund each phase up front, before work begins. Then Ditto will hold these funds in escrow, and the payment will not be released to me until the phase has been completed to your satisfaction.

    Because you only pay for one phase at a time, it’s easy for us to make changes to the scope of work on the fly, if we find that we need to. Once a phase is paid for, the scope for that phase is locked in.

    In order to get started on this project, please accept the proposal, including the contract terms as outlined by Ditto, and then make the first payment. (This can all be done through the link I've just shared.)

    Just let me know if you have any questions, or feel free to reach out to the Ditto team!


    {Your Name}

  5. Your client will be able to view the proposal without creating a Ditto account. In order to accept the proposal, your client will agree to the standard Ditto Master Services and Escrow agreement. This covers payment terms and establishes the project portal as a dynamic digital scope of work document. (Click through to review the Ditto contract if you want all the deets.)

  6. Once your client accepts the project, they'll be prompted to fund the first phase of work. We'll let you know when they do; then your project is off to the races!

  7. When the work is done, just click a button to let your client know it's time to release the funds we've been holding in escrow. We give your client 4 days to request revisions before we release the money to you, but rest assured, your days of chasing down payments and waiting months for money to hit your account are over.

  8. From there, it's just rinse and repeat! Every phase is funded up front. Any unfunded phase can be edited, and you can add new phases at any time.

  9. Your client also has a Ditto project portal, so they can track project timelines and costs for each phase. There, your client can access important project files like invoices (don't worry, we handle that too!) and pay for each phase directly from within the project portal. We also take care of tax forms at the end of the year.

What Does my Client Need to Know About Ditto?

Ditto was built by freelancers, for freelancers, but clients love it because the Ditto portal keeps the scope or work front and center so they clients always knows exactly where their dollars are going. Here are a few key reasons client love working with Ditto:

  1. Escrow payments help clients better budget for projects - they can track exactly where each and every dollar is going, and when those dollars will clear their accounts.

  2. Instead of asking clients to fund 50% of the project upfront (the way contractors often invoice) Ditto only asks them to fund a little bit at a time. No more cash flow woes or unsecured deposits.

  3. The Ditto project portal works by encouraging transparency through detailed documentation. There are fewer chances for the project to go off track, and your client can see exactly where the work stands at all times. This allows for simpler accountability, and makes sure that outlined budgets and timelines are kept front-and-center.

  4. The Ditto Services Agreement establishes the project portal as a dynamic representation of agreed-upon deliverables and payments. The only phases that are "under contract" at any given time are the ones that have been paid for. This means that if the project isn't going well, either party has the option to end the relationship at the end of any phase. This offers more flexibility for both freelancer and client.

  5. Ditto handles the tax forms! As a third-party settlement organization, Ditto will keep track of all project income and is responsible for sending out the 1099s at tax time -- one less thing on clients' tax time to-do lists.

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