Client onboarding

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!

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.

My Client Process

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.

In this blog post, we'll explore what welcome packets are, why they matter, and how you can create a compelling one to leave a lasting impression on your clients using different tools like Canva or Dubsado.

If you own a service-based business, your client onboarding process is your clients' first impression of you. Here's how to make it great!

Are you looking to create a perfect client welcome packet for your small business as a freelancer? Look no further! Check out this blog post now for all the information you need to know about what to include in your client welcome kit to create an outstanding client onboarding. Get ready to take your business to the next level! #clientwelcomepack #socialmediamanager #virtualassistant #serviceprovider #smallbusinessideas

The Onboarding Process - What you need to know Finding and signing new clients consistently is nearly impossible without the right systems and processes. Here are a few questions you need to ask yourself before you're ready to onboarding a new client: What services and packages do you offer at what price point? How do

Transform your social media management approach with our FREE Client Onboarding Questionnaire. This essential tool is designed to help you understand your client's social media needs, expectations, and preferences. By gaining insight into their unique vision, you can tailor your services to achieve the best results. Don't miss out on this powerful tool to elevate your social media management game!