Client onboarding process

Have you ever had new client déjà vu? You get a "yes" from a prospect, do a happy dance at your desk, start brainstorming ideas for making this the best project ever, and only hours (uh, days?) later remember there's some admin you need to tackle first.

Take a look inside my proven client onboarding process and the key components for onboarding a client as a service provider regardless of your industry that keeps you protected, keeps your client delighted, and keeps the back-and-forth email exchange to a minimum. Uh, yes, please!

You've landed a new client you worked hard to convert. Congratulations—now what? Here's our 8-step client onboarding checklist to help you kick things off right.

How to successfully onboard a new PR client? Follow an easy five-step process to PR client onboarding and find out for yourself. Free checklist inside!

My top four tips for a successful client onboarding process as a creative virtual assistant. These are my client onboarding must haves!

So you worked hard to land your new client. Congratulations, my friend! Trust me, I know how much hard work, sweat, and tears it took you to get to this point – so now it’s time for you to deliver. I remember the day I got my first BIG client for a full brand and […]

Having a solid client onboarding process in place is crucial when you're managing social media accounts. It's the first step in building a strong, professional relationship with your clients. A good onboarding process helps set clear expectations, ensures all necessary information is exchanged, and creates a strong foundation for your work together. Here are three onboarding essentials that every social media manager should know: 👉 Set Clear Boundaries from the Start: Communicate your…

Want a better client onboarding process? This post shows you how. Learn to create an efficient workflow that impresses clients and sets up your projects for success. Save time and start every client relationship right with these practical tips.