Client Onboarding Checklist for Designers
finally get confident in onboarding your clients
Are you tired of wondering if you have got all your bases covered during your client onboarding?
You keep looking at how other designers onboard their client but every designer seems to be doing their onboarding differently and using different systems. While all you want is to feel confident when onboarding clients and make sure you’ve covered all your bases, set clear boundaries and don’t have your clients feeling bewildered without a clear, organised process.
When you download my Client Onboarding Checklist for Designers you get a step-by-step client onboarding template so that you can streamline your workflow, save time and impress clients with your clear and organised process, showing them they’ve made the right choice by picking you as their designer
From the initial proposal to the brand strategy call, this client onboarding checklist provides a detailed roadmap. It clearly indicates which email templates for effective communication, document templates like proposals and questionnaires, and additional assets like a welcome guide you need so that you can spend less time onboarding your clients and more time doing what you love – creating amazing designs!
when you DOWNLOAD The client onboarding checklist for Designers, YOU'LL GET ...
a Ready-to-Go checklist
+ The checklist covers the client onboarding workflow and what to do after:
Your discovery call,
Sending the proposal,
The client accepts the proposal,
Sending the agreement,
The client paid the invoice
Your brand strategy call
Detailed instructions
+ I've got you covered with clear instructions on which email templates for effective communication, document templates like proposals and questionnaires, and additional assets like a welcome guide you need.
+ It also includes to-do items and instructions on what to include in your emails and templates. Plus, it covers essential follow-up emails for scenarios like unpaid invoices.
Streamlined onboarding process
+ Your onboarding process sets the tone for each project. When you’re confident that you’ve covered all your bases and set clear expectations & boundaries you know you’ve set up your client for success and you can focus on creating amazing designs.
HI, I AM STEPHANIE
I'm a wife, a dog-mama, an explorer and a Scotland-based mentor and brand strategist for brand and website designers who built a business as a self-taught designer after 6+ years as a business analyst and pricing manager (and managing a 65-million revenue portfolio for a Fortune 500 company).
While working as a designer I noticed that many established brand & website designers are overwhelmed and are feeling uncomfortable with the strategic and numbers side of their business and struggle to grow their business and increase their revenue (and profit) without working more.
And you don’t break a person away from creating action plans to streamline processes and increase revenue and profit so easily. So now I –
Bring this corporate experience into the creative world to teach established yet overwhelmed designers to step into their role as a CEO.
Help them transform their business to be more profitable and sustainable through a proven 3-step framework.
And serve up custom strategies based on their business, vision and this-is-enough-for-me-goals
… all in an era of feeling pressured to become a 6-figure business owner and one-size-fits-all approaches to growing a business.
When I am not developing the best strategies for my clients you can find me hiking with my husband and border collie Robbie, curled up on the couch with a book or exploring Africa with a 4x4 with a rooftop tent.