“By failing to prepare, you are preparing to fail.” - Benjamin Franklin
When you think about the client process, images of drafts, revisions, and the finished product may come to mind.
And while those are crucial components, there are a lot of steps that need to happen before the client process begins in order for things to run smoothly.
I’ve found that the onboarding process sets the stage for the rest of the client project. How you handle inquiries, meetings, contracts, and invoices can make or break the entire process; it sets a precedent.
So today I’m inviting you inside of my client onboarding process that’s been tweaked over these last three years.
My hope is that while you may not follow it to a T, you might walk away with a step or two that helps make your client process run smoother.