This article is aimed at clients. If you're looking for help with your consultant account (for working on projects), please see the 'Consultants' section of the Help centre.
Once you've come to the end of a project, you'll need to close it on the platform. You do this with the click of a button on Leafr.
Closing your live project
First, make all deliverables have been submitted by your Consultant to your satisfaction (once you've closed a project, you can't reopen it).
Have more work for the Consultant to do? We recommend 'Extending' projects using the extension button. This is easier than starting a new one.
If you'd like to go ahead, go to your active project's 'Dashboard' tab, and Look for the 'Complete Project' button in the top-right corner.
Clicking this will open a dialogue asking you to confirm the closure.
Once you hit 'Yes', the project will be closed, and you'll get taken to the Completed Project screen.
Completed Projects Tab
Once you Mark the project as 'Complete', you see a page with next steps (you'll also get an email). On this page you can:
Leave a Testimonial - Share your experience working with the Consultant. We love it when you to do this.
Start a new project - Begin another project with the same Consultant.
Review Leafr - Let us know how we're doing.
Share Success - Add the project to your LinkedIn, portfolio or company case studies.
Get Support - Connect with the Leafr team for any follow ups or questions.
Giving testimonials on Leafr
We highly encourage you to leave testimonials for Consultants. It only takes a few minutes, and this massively helps build trust for their future clients and recognises the hard work they put into your project.
We also encourage you to leave any reviews for Tools you used in the 'Tool Hub' network - this helps us to better recommend them to others working on similar problems
Need help? Contact the Leafr support team through the chat function, at [email protected], or via the completion page.