As a web design studio, the first steps you take after landing a new client, leading on up to the actual project start are all part of the vital yet daunting onboarding process.
This is where you really get the chance to make a strong first impression - onboarding can set the tone for the whole of your client relationship. It's your chance to set the stage for a successful project, outlining project details, setting expectations, and building the framework from which you'll launch the project.
Onboarding leaves open just as many opportunities as it does pitfalls, like coming across as unprofessional, wasting your clients time with useless or tedious tasks, and failing to provide any real value. That's why it's so important that you nail down a solid process for new client onboarding.
Thankfully, this checklist is designed to guide you through the whole process step-by-step, showing you exactly how to pack your client onboarding process with value, whilst saving more time and money by removing manual processes and replacing them with streamlined automation.
Let's get started!