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122. The 3 Essential Components to Onboarding That Set Your Design Project Up for Success
In this episode we'll dive into key strategies for an effective client onboarding process for designers. Learn how to streamline your workflow with an essential onboarding email, a simple client hub in ClickUp, and a crucial kickoff call to set clear boundaries and avoid miscommunication. Olivia also shares valuable tools like a client video portal using Kajabi or Loom, and resources from her online shop including email templates and client folder templates.
LINKS MENTIONED:
** Use code BTD10 for 10% off!**
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By Olivia Austin
4.8
3636 ratings
In this episode we'll dive into key strategies for an effective client onboarding process for designers. Learn how to streamline your workflow with an essential onboarding email, a simple client hub in ClickUp, and a crucial kickoff call to set clear boundaries and avoid miscommunication. Olivia also shares valuable tools like a client video portal using Kajabi or Loom, and resources from her online shop including email templates and client folder templates.
LINKS MENTIONED:
** Use code BTD10 for 10% off!**
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