We understand client onboarding can be complex—especially when managing multiple projects and stakeholders. It’s a critical first step that can make or break a lasting relationship. This guide will help you execute a well-planned, seamless process that shows your commitment to meeting and exceeding expectations.
First impressions matter. Your onboarding experience shapes how clients perceive your agency and can influence how long they stay. Here’s how we structure onboarding for clarity, speed, and trust:
Inquiry Form
We kick off with an inquiry form to start the Client Onboarding process. It gathers essentials about the business, goals, and desired services so we can assess fit and tailor solutions. A complete form accelerates timelines and aligns expectations early.
Discovery/Intro Call
Next, we schedule a discovery call to set clear expectations. We ask targeted questions to understand the business, goals, audience, and success criteria. Both sides confirm alignment before moving forward.
Project Proposal
After the call, we send a structured proposal outlining scope, deliverables, timeline, and investment. It serves as a roadmap for the project. We also schedule a follow-up to address questions prior to contracting.
Contract & Deposit
Once approved, we issue a detailed contract with scope, timeline, and payment terms. A deposit (a percentage of the total) secures the start date and covers initial setup. Clear, open communication is our standard throughout.
Welcome Email & Project Portal
Upon signature and deposit, clients receive a welcome email with a project overview, milestones, and a link to our secure client portal. There they can track progress, view mockups, submit feedback, and make payments. We ensure every client is comfortable using the portal and stays informed at every stage.
A strong onboarding process sets the best possible foundation. We’ve learned that better onboarding leads to happier clients and smoother delivery. While creating a thoughtful plan takes effort upfront, it saves time later and scales as you grow.
By following these guidelines, your agency can transform onboarding into a growth engine—creating satisfied clients, durable relationships, and momentum for the work ahead. Let’s get started and make your agency undeniable.