Client Onboarding System shows freelancers and creative service providers how to design the steps between a client saying yes and the project getting underway. You will map your onboarding journey, write a welcome pack, design an intake questionnaire, set up clear agreements and payments, run a kickoff conversation and set communication rhythms that keep projects on track.
What you will be able to do
- Map every step from yes to project start
- Create a welcome pack that answers common questions in advance
- Design an intake questionnaire that gathers the right information
- Set clear expectations for scope, timelines, payments and communication
- Run a focused kickoff and keep projects on track with simple check-ins
Self-paced. Start with the free preview lesson, then work through the modules in order. Full course overview.