Having a solid client onboarding process is critical for success as a brand designer. It’s more than just paperwork – it’s about creating a professional first impression and ensuring every project starts on the right foot. In this episode, I’ll walk you through my step-by-step onboarding process, covering everything from setting expectations to delivering organized final files. Whether you’re working with a startup or a high-profile client, this process will help you streamline your workflow and create a seamless client experience.

 

Listen to the episode here:

Spotify  –  Apple Podcasts  –  Amazon Music

 

You will learn:

• How to create a clear and professional onboarding process that sets expectations.
• The steps to implement a client portal for organized communication.
• How to present your design work effectively to showcase its value.
• Tips for maintaining communication while setting boundaries with clients.
• How to wrap up projects in a way that ensures client satisfaction and future referrals.

I hope these tips inspire you to refine your process and make your next onboarding experience even better!

 

Aventive Academy’s Resources:

Brand Guidelines Template: https://aventiveacademy.com/brand-guidelines/

Mockup Magic: https://aventiveacademy.com/mockup-magic/

Free Client Portal for Designers: https://aventiveacademy.com/client-portal/

$12k Client Attraction Masterclass: https://aventiveacademy.com/attract-clients-workshop/

The Wealthy Client Blueprint: ⁠https://aventiveacademy.com/wealthy-client/

12-Week Business Program for Designers: https://aventiveacademy.com/profit

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