Having a solid client onboarding process is critical for success as a brand designer. It’s more than just paperwork – it’s about creating a professional first impression and ensuring every project starts on the right foot.
In this episode, I’ll walk you through my step-by-step onboarding process, covering everything from setting expectations to delivering organized final files.
Whether you’re working with a startup or a high-profile client, this process will help you streamline your workflow and create a seamless client experience.
You will learn:
- How to create a clear and professional onboarding process that sets expectations.
- The steps to implement a client portal for organized communication.
- How to present your design work effectively to showcase its value.
- Tips for maintaining communication while setting boundaries with clients.
- How to wrap up projects in a way that ensures client satisfaction and future referrals.
I hope these tips inspire you to refine your process and make your next onboarding experience even better!
Aventive Academy’s Resources:
$12k Client Attraction Masterclass: https://aventiveacademy.com/attract-clients-workshop/
Brand Guidelines Template: https://aventiveacademy.com/brand-guidelines/
Client Portal for Designers: https://aventiveacademy.com/client-portal/
The Wealthy Client Blueprint: https://aventiveacademy.com/wealthy-client/
12-Week Business Program for Designers: https://aventiveacademy.com/profit
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