Behind the Design

122. The 3 Essential Components to Onboarding That Set Your Design Project Up for Success

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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:

  • $500 off Studio Growth Accelerator (24 hours only) https://byoliviaaustin.com/studio-growth-accelerator-limited-offer
  • Apply for Designed to Scale Mastermind 2025: https://byoliviaaustin.com/designed-to-scale

    • ** Use code BTD10 for 10% off!**

    • ClickUp Client Folder: https://byoliviaaustin.com/clickup-client-folder-template
    • Email templates: https://byoliviaaustin.com/emailing-made-easy-easy-template-bundle
      • ...more
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      Behind the DesignBy Olivia Austin
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