{"id":13147,"date":"2018-02-16T10:26:04","date_gmt":"2018-02-16T10:26:04","guid":{"rendered":"https:\/\/www.process.st\/templates\/website-design-client-onboarding-template\/"},"modified":"2026-01-16T02:05:18","modified_gmt":"2026-01-16T02:05:18","slug":"website-design-client-onboarding-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/website-design-client-onboarding-template\/","title":{"rendered":"Website Design Client Onboarding Template"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/oUVYvn2BAaC7oM-CrSRNwA\/m-3slAmHbzclhnad3s1IQg\/Website-Design-Client-Onboarding.png\" alt=\"Introduction:\" target=\"_blank\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/oUVYvn2BAaC7oM-CrSRNwA\/m-3slAmHbzclhnad3s1IQg\/Website-Design-Client-Onboarding.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p><span>As a web design studio, the first steps you take&nbsp;after&nbsp;landing a new&nbsp;client, leading on up to the actual project start are all part of the&nbsp;vital&nbsp;yet&nbsp;daunting onboarding process.<\/span><\/p>\n  <p><span>This is where you really get the chance to make a strong first impression - onboarding can set the tone for the whole of your&nbsp;client&nbsp;relationship. It's your chance to&nbsp;set the stage for a successful project, outlining&nbsp;project details, setting expectations, and&nbsp;building the framework&nbsp;from which you'll&nbsp;launch the&nbsp;project.<\/span><\/p>\n  <p><span>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.<\/span><\/p>\n  <p><span>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.<\/span><\/p>\n  <p><span>Let's get started!&nbsp;<\/span><\/p>\n <\/div>\n<\/section>\n<section id=\"first-steps\">\n <h2>First steps:<\/h2>\n<\/section>\n<section id=\"record-project-details\">\n <h2>Record project details<\/h2>\n <div class=\"text-content\">\n  <p><span>First things first, you need to&nbsp;<\/span><strong><span>record some basic information about your new client<\/span><\/strong><span>.<\/span><strong><\/strong><\/p>\n  <p class=\"style-info\"><span>Set this checklist up to automatically fill information from your&nbsp;<\/span><a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow\"><span>CRM<\/span><\/a>&nbsp;<span>using Process Street&nbsp;<\/span><a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\" rel=\"nofollow\"><span>integrations<\/span><\/a><span>.<\/span><\/p>\n  <p><strong><span>Make sure the form fields below are completed<\/span><\/strong><span>, either manually or with an automation that lifts the data from your CRM.<\/span><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client first name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client last name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client company <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Current domain <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Invoice sent? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Yes<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">No<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Project management software <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Primary communications channel <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"upload-web-design-contract\">\n <h2>Upload web design contract<\/h2>\n <div class=\"text-content\">\n  <p><strong><span>Upload a copy of the representation agreement<\/span><\/strong><span>&nbsp;to be sent to the client.<\/span><\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Unsigned web design contract <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-contract-for-signing\">\n <h2>Send contract for signing<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong><span>Send&nbsp;this representation agreement automatically&nbsp;<\/span><\/strong><span>by integrating Process Street&nbsp;with your&nbsp;<\/span><a href=\"https:\/\/zapier.com\/apps\/hellosign\/integrations\/process-street\" rel=\"nofollow\"><span>electronic signature tool of choice<\/span><\/a><span>.<\/span><\/p>\n  <p><span>The unsigned agreement will be attached to this email template and sent out to your client's email address. Make sure you are happy with the contents of the email and&nbsp;<\/span><strong><span>hit \"send\"<\/span><\/strong><span>.<\/span><\/p>\n <\/div>\n<\/section>\n<section id=\"receive-signed-contract\">\n <h2>Receive signed contract<\/h2>\n <div class=\"text-content\">\n  <p><span>Use the file upload form field below to&nbsp;<\/span><strong><span>upload the signed representation agreement<\/span><\/strong><span>&nbsp;when you receive it back from the client.<\/span><\/p>\n  <p class=\"style-info\"><span>Save time by using our integrations to&nbsp;<\/span><strong><span>automatically push uploaded files (like the signed contract below) into your&nbsp;<a href=\"https:\/\/zapier.com\/apps\/closeio\/integrations\/process-street\" rel=\"nofollow\">CRM software<\/a>.<\/span><\/strong><\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Signed contract <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-invoice\">\n <h2>Send invoice<\/h2>\n <div class=\"text-content\">\n  <p><span>Use the&nbsp;<\/span><a href=\"https:\/\/www.process.st\/checklist\/creating-an-invoice\/\" rel=\"nofollow\" target=\"_blank\"><span>Process Street invoice generator template<\/span><\/a><span>&nbsp;to send their invoice to the client.&nbsp;<\/span><\/p>\n  <p class=\"style-info\">Use one of our integrations to <a href=\"https:\/\/www.process.st\/invoice-generator\/\" rel=\"nofollow\">automatically send an invoice to your client<\/a> when a task in this checklist is completed.<\/p>\n <\/div>\n<\/section>\n<section id=\"confirm-first-payment\">\n <h2>Confirm first payment<\/h2>\n <div class=\"text-content\">\n  <p><strong>Make sure you receive the first payment from the client<\/strong> before starting work on the project.<\/p>\n  <p>Whilst you're awaiting confirmation of the first payment, <strong>note whether or not a record of the project already exists in your project management system<\/strong>. If not, you'll be prompted to create one in the next task.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> PMS record exists? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Yes<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">No<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"set-up-project-management-system-record\">\n <h2>Set up project management system record<\/h2>\n <div class=\"text-content\">\n  <p>If you haven't already, <strong>set up a new project management system record for this project.<\/strong><\/p>\n  <p class=\"style-info\">This task can be set up to trigger an action (like a new record) in your <a href=\"https:\/\/zapier.com\/apps\/asana\/integrations\/process-street\" rel=\"nofollow\">project management software of choice<\/a> using integrations.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client needs inviting? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Yes<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">No<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"assign-project-roles\">\n <h2>Assign project roles<\/h2>\n <div class=\"text-content\">\n  <p><strong>Assign (or confirm) your team's roles in this project<\/strong>. This information will be used later on to inform your client.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Project manager <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Project manager email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Graphic designer <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Graphic designer email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Lead programmer <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Lead programmer email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Lead animator <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Lead animator email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"welcome\">\n <h2>Welcome:<\/h2>\n<\/section>\n<section id=\"introduce-the-team\">\n <h2>Introduce the team<\/h2>\n <div class=\"text-content\">\n  <p><strong>Let your client know exactly who they will be working with<\/strong>, as well as who will be doing what and how to contact them.<\/p>\n  <p>The form below will pull information about project roles assigned in previous tasks, including the name and email of each team member.<\/p>\n  <p><strong>Check everything looks okay and hit \"send\".<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"add-them-to-your-communications-channels\">\n <h2>Add them to your communications channels<\/h2>\n <div class=\"text-content\">\n  <p>If you haven't already, <strong>make sure your client is invited to all of the relevant communications channels,&nbsp;<\/strong>using the list below as a guide to keep track.<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Slack<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Shared documents (Google Docs, Dropbox, Google Slides, etc.)<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Asana<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">4<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Skype<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"send-getting-started-email\">\n <h2>Send getting started email<\/h2>\n <div class=\"text-content\">\n  <p><strong><span>Check over the contents of the email template below and hit \"send\"<\/span><\/strong><span>before moving on with your tasks.<\/span><\/p>\n  <p class=\"style-info\"><a href=\"https:\/\/zapier.com\/apps\/email\/integrations\/process-street\" rel=\"nofollow\"><span>Set up one of our integrations<\/span><\/a><span>&nbsp;to&nbsp;<\/span><span>trigger an email to send&nbsp;<\/span><span>when you've received the signed representation agreement.<\/span><\/p>\n <\/div>\n<\/section>\n<section id=\"send-web-design-survey\">\n <h2>Send web design survey<\/h2>\n <div class=\"text-content\">\n  <p>Send your client a short survey to get some critical information ahead of project start.<\/p>\n  <p>Just&nbsp;<strong>insert your own URL<\/strong>&nbsp;into the email widget below and send it off.<\/p>\n <\/div>\n<\/section>\n<section id=\"kickoff-call\">\n <h2>Kick-off call:<\/h2>\n<\/section>\n<section id=\"understand-website-purpose-and-goals\">\n <h2>Understand website purpose and goals<\/h2>\n <div class=\"text-content\">\n  <p>Your initial meeting with the client is an important one<span>. This is your opportunity to <strong>learn as much about the company and their vision for the website as possible<\/strong> before work begins.<\/span><\/p>\n  <p><strong><span>Use the subchecklist below<\/span><\/strong><span>&nbsp;as a rough agenda to help you direct the&nbsp;<\/span><a href=\"https:\/\/www.process.st\/run-a-meeting\/\" rel=\"nofollow\" target=\"_blank\"><span>meetings<\/span><\/a><span>.&nbsp;<\/span><\/p>\n  <p><span>You can<\/span><strong><span>&nbsp;record the results of your questioning in the form fields<\/span><\/strong><span>&nbsp;provided beneath.&nbsp;<\/span><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Determine the value proposition of the company<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">What are the company's goals? (short-term \/ long-term)<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Company value proposition <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Company goals <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Website goals notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Additional resources required <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Logo<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Style guide<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Branding pack<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">4<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Additional media (images, video)<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">5<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">None<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"establish-expectations-for-project-scope\">\n <h2>Establish expectations for project scope<\/h2>\n <div class=\"text-content\">\n  <p><strong>Discuss deliverables and expectations<\/strong> with the client, recording the information in the form fields below.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Desired features <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Package tier <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Standard<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Pro<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Pro+<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Project scope notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"agree-on-timeline-for-project\">\n <h2>Agree on timeline for project<\/h2>\n <div class=\"text-content\">\n  <p><strong>Work out a timeline<\/strong> that makes sense for the duration of the project, including a final deadline and at least one major milestone.<\/p>\n  <p class=\"style-info\"><span>You can use an integration with Process Street to trigger these form fields to <a href=\"https:\/\/zapier.com\/apps\/google-calendar\/integrations\/process-street\" rel=\"nofollow\">send off a bunch of events to the client's calendar<\/a> when a new date is recorded.<\/span><\/p>\n  <p><strong>Record the dates and what constitutes each milestone<\/strong> in the form fields of this task.<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Final deadline <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Milestone 1 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Milestone 1 date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Milestone 2 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Milestone 2 date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Milestone 3 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Milestone 3 date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Milestone 4 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Milestone 4 date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Milestone 5 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Milestone 5 date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Timeline notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"immediately-after-the-call\">\n <h2>Immediately after the call:<\/h2>\n<\/section>\n<section id=\"prepare-and-upload-creative-brief\">\n <h2>Prepare and upload creative brief<\/h2>\n <div class=\"text-content\">\n  <p>The creative brief is a hugely important document for both your team and the client.<\/p>\n  <p>This will typically be 1 or 2 pages of overview for the web design project, informed by the information you gathered during your last call with the client as well as any additional information such as the survey.<\/p>\n  <p><strong>Your team will use this document to guide them<\/strong> towards the goals and milestones of the project.<\/p>\n  <p>A creative brief might include the following points:<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Brand statement<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Campaign's background and objectives<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Problems the website or campaign is addressing<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">4<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Target audience<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">5<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Competitors<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">6<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Brand's values<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">7<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Communications channels<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p><strong>Upload the finished brief <\/strong>to the form field below.<\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Creative brief <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-creative-brief\">\n <h2>Send creative brief<\/h2>\n <div class=\"text-content\">\n  <p>Use this email widget to send the creative brief you prepared earlier to both your client and the rest of your team.&nbsp;<\/p>\n <\/div>\n<\/section>\n<section id=\"send-followup-email-reinforcing-client-expectations\">\n <h2>Send follow-up email reinforcing client expectations<\/h2>\n <div class=\"text-content\">\n  <p>After the call, it's a good idea to <strong>preserve the initial momentum whilst&nbsp;providing some additional reassurance to your client<\/strong>. This can take the form of a brief summary email that consolidates all of the points you addressed in the recent call.<\/p>\n  <p>It doesn't have to include anything new; simply make it clear that you understand the client's goals and expectations, and reassure them that work on the project will soon begin.<\/p>\n <\/div>\n<\/section>\n<section id=\"update-project-management-software\">\n <h2>Update project management software<\/h2>\n <div class=\"text-content\">\n  <h4>Call notes<\/h4>\n  <p class=\"style-info\">Value proposition:&nbsp;{{form.Value_proposition}}\n   <br>\n   Company goals:&nbsp;{{form.Company_goals}}\n   <br>\n   Website goals:&nbsp;{{form.Website_goals_notes}}\n   <br>\n   <br>\n   Package tier:&nbsp;{{form.Package_tier}}\n   <br>\n   Desired features:&nbsp;{{form.Desired_features}}\n   <br>\n   Project scope notes:{{form.Project_scope_notes}}\n   <br>\n   <br>\n   Final deadline:&nbsp;{{form.Final_deadline}}\n   <br>\n   Milestone 1:&nbsp;{{form.Milestone_1_2}}\n   <br>\n   Milestone 1 date:&nbsp;{{form.Milestone_1_date}}\n   <br>\n   Milestone 2:&nbsp;{{form.Milestone_2}}\n   <br>\n   Milestone 2 date:&nbsp;{{form.Milestone_2_date}}\n   <br>\n   Milestone 3:&nbsp;{{form.Milestone_3}}\n   <br>\n   Milestone 3 date:&nbsp;{{form.Milestone_3_date}}\n   <br>\n   Milestone 4:&nbsp;{{form.Milestone_4}}\n   <br>\n   Milestone 4 date:&nbsp;{{form.Milestone_4_date}}\n   <br>\n   Milestone 5:&nbsp;{{form.Milestone_5}}\n   <br>\n   Milestone 5 date:&nbsp;{{form.Milestone_5_date}}<\/p>\n  <hr>\n  <p>The notes above can be<strong> copied directly into your CRM<\/strong>, else you might want to consider <strong>setting up an integraton between Process Street and your CRM of choice.<\/strong><\/p>\n  <p class=\"style-info\">With a Process Street integration, <a href=\"https:\/\/zapier.com\/apps\/hubspot\/integrations\/process-street\" rel=\"nofollow\">pushing notes into your CRM automatically<\/a> is easier than ever.<\/p>\n <\/div>\n<\/section>\n<section id=\"resources\">\n <h2>Resources:<\/h2>\n<\/section>\n<section id=\"perform-competitor-research\">\n <h2>Perform competitor research<\/h2>\n <div class=\"text-content\">\n  <p><span>In order to better understand where your client's company can find their niche, you need to have a strong understanding of the industry they are either working in or entering into.<\/span><\/p>\n  <p><span>You can read this&nbsp;<\/span><a href=\"http:\/\/smallbusiness.chron.com\/process-industry-analysis-809.html\" rel=\"nofollow\" target=\"_blank\"><span>article from Chron<\/span><\/a><span>&nbsp;about best practices when conducting industry research - what to look for, and how to look for it.&nbsp;<\/span><\/p>\n  <p><strong><span>Use the subchecklist below<\/span><\/strong><span>&nbsp;to help guide your research.&nbsp;<\/span><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Understand their competition and the different branding approaches employed<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Assess which approaches have been most successful so far<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Determine how the client's value proposition differentiates them from competition<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client's USP <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Main competitors <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Competitor website 1 <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Competitor website 2 <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Competitor website 3 <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"perform-target-audience-research\">\n <h2>Perform target audience research<\/h2>\n <div class=\"text-content\">\n  <p><span>Understanding who your key demographic is will help you tremendously in constructing a brand identity which can effectively target the right customers.&nbsp;<\/span><\/p>\n  <p><strong><span>The subchecklist below<\/span><\/strong><span>&nbsp;provides a short series of steps to consider when assessing the demographic in the context of the construction of a branding strategy.<\/span><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Determine who the key demographic are<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Research how the key demographic interact with existing products or services in the field<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Gather a small representative sample who you can use as a testing group<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target audience description <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"request-branding-media-and-style-guides\">\n <h2>Request branding, media, and style guides<\/h2>\n <div class=\"text-content\">\n  <p>Request additional resources from your client, if you need to.&nbsp;<\/p>\n  <p>The form field below contains a template email that pulls in the multiple-choice answers from an earlier task, so it should already have the relevant information to request the resources.<\/p>\n  <p>Simply <strong>check the wording<\/strong> is to your liking and <strong>send the email with the widget button.<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"educate-your-client\">\n <h2>Educate your client:<\/h2>\n<\/section>\n<section id=\"educate-them-about-your-process\">\n <h2>Educate them about your process<\/h2>\n <div class=\"text-content\">\n  <p>Help your client to understand how you typically do things. Inform them where they can see progress, whom to direct questions to, and anything else that you deem relevant for them to fully understand your workflow during the project.&nbsp;<\/p>\n  <p>Transparency of communication is crucial from start to finish, so it pays to be crystal clear about how you intend to work.<\/p>\n  <p><strong>Check the email template below<\/strong> and <strong>hit \"send\"<\/strong> before moving on. <strong>Your emails will need review and subsequent approval from the project manager.<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"provide-research-and-statistics-supporting-your-design-decision\">\n <h2>Provide research and statistics supporting your design decision<\/h2>\n <div class=\"text-content\">\n  <p><strong>Share example sites, statistics, and research or case studies<\/strong> done on user experience to back up the creative direction outlined in the design brief.<\/p>\n  <p>This helps lend credibility to your statement and also serves to preserve momentum following a recent creative decision.<\/p>\n  <p>Review the body of the email below and <strong>insert your own links.<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"approval\">\n <h2>Approval:<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">Will be submitted for approval:<\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Educate them about your process<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Provide research and statistics supporting your design decision<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"schedule\">\n <h2>Schedule:<\/h2>\n<\/section>\n<section id=\"book-future-progress-calls\">\n <h2>Book future progress calls<\/h2>\n <div class=\"text-content\">\n  <p><strong>Send a link to your scheduling tool<\/strong>&nbsp;of choice (e.g.&nbsp;<a href=\"https:\/\/calendly.com\/\" rel=\"nofollow\" target=\"_blank\">Calendly)<\/a>&nbsp;and advise your client to&nbsp;<a href=\"https:\/\/help.calendly.com\/hc\/en-us\/articles\/226767207-Add-a-link-to-the-confirmation-page#1\" rel=\"nofollow\" target=\"_blank\">schedule multiple meetings<\/a>&nbsp;after&nbsp;recommending a time frame for recurring calls that works for you.<\/p>\n  <p>Again, your emails will need to be reviewed and approved by the project before they can be sent.<\/p>\n <\/div>\n<\/section>\n<section id=\"approval-1\">\n <h2>Approval:<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">Will be submitted for approval:<\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Book future progress calls<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"http:\/\/%20https\/\/www.shopify.com\" rel=\"nofollow\" target=\"_blank\"><span>Shopify<\/span><\/a><span>&nbsp;-&nbsp;<\/span><a href=\"http:\/\/%20https\/\/www.shopify.com\/partners\/blog\/the-designer-s-guide-to-client-onboarding\" rel=\"nofollow\" target=\"_blank\"><span>Designer's Guide to Client Onboarding<\/span><\/a><\/li>\n   <li><a href=\"http:\/\/%20https\/\/www.elegantthemes.com\" rel=\"nofollow\" target=\"_blank\"><span>Elegant Themes<\/span><\/a><span>&nbsp;-&nbsp;<\/span><a href=\"http:\/\/%20https\/\/www.elegantthemes.com\/blog\/resources\/client-onboarding-the-ultimate-guide-for-web-designers\" rel=\"nofollow\" target=\"_blank\"><span>Ultimate Web Designer Client Onboarding<\/span><\/a><\/li>\n   <li><a href=\"https:\/\/blog.alexa.com\/\" rel=\"nofollow\" target=\"_blank\"><span>Alexa<\/span><\/a><span>&nbsp;-&nbsp;<\/span><a href=\"https:\/\/blog.alexa.com\/client-onboarding-checklist\/\" rel=\"nofollow\" target=\"_blank\"><span>Client Onboarding Checklist<\/span><\/a><\/li>\n   <li><a href=\"https:\/\/page.continuum.net\/\" rel=\"nofollow\" target=\"_blank\"><span>Continuum<\/span><\/a><span>&nbsp;-&nbsp;<\/span><a href=\"https:\/\/page.continuum.net\/resources\/downloadables\/white-label\/thank-you\/client-onboarding-success-kit?submissionGuid=dea85e34-f7e4-44b3-a901-4ab2e6250b88\" rel=\"nofollow\" target=\"_blank\"><span>Client Onboarding Success Kit<\/span><\/a><\/li>\n   <li><a href=\"http:\/\/ww2.rapidfiretools.com\/\" rel=\"nofollow\" target=\"_blank\"><span>RapidFireTools<\/span><\/a><span>&nbsp;-&nbsp;<\/span><a href=\"http:\/\/ww2.rapidfiretools.com\/clients\/performanceit\/uploads\/PDF_DOCUMENT_FILES\/SPCi-New-Client-On-Boarding-Checklist.pdf\" rel=\"nofollow\" target=\"_blank\"><span>New Client Onboarding Checklist<\/span><\/a><\/li>\n   <li><a href=\"https:\/\/www.solarwindsmsp.com\/\" rel=\"nofollow\"><span>SolarWinds<\/span><\/a><span>&nbsp;-&nbsp;<\/span><a href=\"https:\/\/www.solarwindsmsp.com\/blog\/six-steps-onboarding-customers-properly\" rel=\"nofollow\" target=\"_blank\"><span>6 Steps for Onboarding Customers Properly<\/span><\/a><\/li>\n   <li><a href=\"https:\/\/www.atlascode.com\/\" rel=\"nofollow\"><span>AtlasCode<\/span><\/a><span>&nbsp;-&nbsp;<\/span><a href=\"https:\/\/www.atlascode.com\/blog\/software-development-project-roles-and-responsibilities\/\" rel=\"nofollow\" target=\"_blank\"><span>Software Project Roles and Responsibilities<\/span><\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related checklists:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-for-a-marketing-agency\/\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for a Marketing Agency<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-for-financial-planners\/\" rel=\"nofollow\" target=\"_blank\">Client Onboarding for Financial Planners<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-for-criminal-law-firms\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for Criminal Law Firms<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/high-touch-client-onboarding-for-saas-companies\/\" rel=\"nofollow\" target=\"_blank\">High Touch Client Onboarding for SaaS Companies<\/a><\/span><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/landlord-onboarding-checklist\/\" rel=\"nofollow\" target=\"_blank\"><span>Landlord Onboarding Checklist<\/span><\/a><span><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-checklist-for-an-accounting-firm\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for an Accounting Firm<\/a><\/span><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/patient-intake-for-a-dental-clinic\/\" rel=\"nofollow\" target=\"_blank\"><span>Patient Intake Checklist<\/span><span> for a <\/span><span>Dental Clinic<\/span><\/a><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/patient-intake-for-a-medical-clinic\" rel=\"nofollow\" target=\"_blank\">Patient Intake Checklist for a Medical Clinic<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-checklist-for-real-estate\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for Real Estate Sales<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-process-for-a-managed-service-provider\/\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for a Managed Service Provider<\/a><\/span><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-checklist-for-a-software-development-company\/\" rel=\"nofollow\" target=\"_blank\"><span>Client Onboarding Checklist<\/span><span> for a Software<\/span><span> Development Company<\/span><\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-checklist-for-management-consulting\/\" rel=\"nofollow\" target=\"_blank\"><span>Client Onboarding <\/span><span>Checklist <\/span><span>for Management Consulting<\/span><\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-checklist-for-an-insurance-broker\/\" rel=\"nofollow\" target=\"_blank\"><span>Client Onboarding Checklist<\/span><span> for an <\/span><span>Insurance Broker&nbsp;<\/span><\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: As a web design studio, the first steps you take&nbsp;after&nbsp;landing a new&nbsp;client, leading on up to the actual project start are all part of the&nbsp;vital&nbsp;yet&nbsp;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&nbsp;client&nbsp;relationship. It's your [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":13148,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83e\udd1d","cover_icon_url":"","tasks_count":"37","template_description":"Run this checklist to ensure you've done everything you can to provide value and totally prepare your new clients before you start work on a project.","template_id":"kxE7_2dMq-VjbybRzjlDnA","task_0":"Introduction:","task_slug_0":"introduction","task_1":"First steps:","task_slug_1":"first-steps","task_2":"Record project details","task_slug_2":"record-project-details","task_3":"Upload web design contract","task_slug_3":"upload-web-design-contract","task_4":"Send contract for signing","task_slug_4":"send-contract-for-signing","task_5":"Receive signed contract","task_slug_5":"receive-signed-contract","task_6":"Send 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