6 Figure Creative

#293: The 5-Step Blueprint for Perfect Client Onboarding | The Infinite Clients Series


Listen Later

When you're freelancing, those first steps with a brand new client are absolutely crucial to nail.

It's like when you're trying out a new app and everything from the welcome screen to the first few clicks just flows effortlessly. You instantly know you're going to enjoy using it.

That's the smooth, user-friendly vibe you want your client onboarding system to have.

So, why is it such a big deal?

For starters, it's all about building trust. We're in a world where a lot of our interactions happen over emails or messages, making it tough to really feel a connection. A smooth onboarding experience can help make your client feel like they've made the right choice in picking you.

It also helps avoid those awkward "that's not what I thought we agreed on" moments. Getting everyone clear on what's what from the start means less back-and-forth later on. It's choosing the right playlist before a long drive – it sets the tone and keeps the vibes good all the way.

But it's not just about avoiding mix-ups. An awesome onboarding process shows you're a pro who cares about your clients' experiences.

This can lead to more work from the same clients and even some word-of-mouth recommendations (i.e. "infinite clients"). And let's be honest, who doesn't want that?

Plus, a slick onboarding system can save you a ton of time on the admin stuff, giving you more time to focus on the actual work. It's about being prepared to be creative vs frantically scrambling for things.

So, if you're nodding along and thinking, "Yeah, I need to get my onboarding game on point," then you'll want to check this week's podcast episode.

We break down a 5-part client onboarding process that's straightforward and effective. It's packed with practical tips and insights that could really make a difference in your freelancing journey. Give it a listen and let me know what you think!

In this episode you’ll discover:

  • How to build a great client onboarding questionnaire
  • Why bad onboarding destroys relationships
  • Organizing your data to avoid embarrassing moments
  • Creating a kickass kickoff call
  • Why it's easier to fire a client earlier rather than later
  • JUST USE A CALENDAR LINK
  • Make your kickoff calls as short as possible - while still covering everything needed
  • Setting expectations properly
  • Remember to show excitement!
  • For full show notes, visit https://6figurecreative.com/293

    ...more
    View all episodesView all episodes
    Download on the App Store

    6 Figure CreativeBy Brian Hood

    • 4.9
    • 4.9
    • 4.9
    • 4.9
    • 4.9

    4.9

    384 ratings


    More shows like 6 Figure Creative

    View all
    The Smart Passive Income Online Business and Blogging Podcast by Pat Flynn

    The Smart Passive Income Online Business and Blogging Podcast

    3,439 Listeners

    The Side Hustle Show by Nick Loper of Side Hustle Nation | YAP Media

    The Side Hustle Show

    1,595 Listeners

    The Tim Ferriss Show by Tim Ferriss: Bestselling Author, Human Guinea Pig

    The Tim Ferriss Show

    16,097 Listeners

    The GaryVee Audio Experience by Gary Vaynerchuk

    The GaryVee Audio Experience

    16,798 Listeners

    Recording Studio Rockstars by Lij Shaw

    Recording Studio Rockstars

    503 Listeners

    The Chase Jarvis LIVE Show by Chase Jarvis

    The Chase Jarvis LIVE Show

    572 Listeners

    The Futur with Chris Do by The Futur

    The Futur with Chris Do

    851 Listeners

    The Game with Alex Hormozi by Alex Hormozi

    The Game with Alex Hormozi

    4,319 Listeners

    Broken Record with Rick Rubin, Malcolm Gladwell, Bruce Headlam and Justin Richmond by Pushkin Industries

    Broken Record with Rick Rubin, Malcolm Gladwell, Bruce Headlam and Justin Richmond

    4,121 Listeners

    Creator Science by Jay Clouse

    Creator Science

    461 Listeners

    Windowsill Chats by Margo Tantau

    Windowsill Chats

    327 Listeners

    Chill & Prosper with Denise Duffield-Thomas by Denise Duffield-Thomas

    Chill & Prosper with Denise Duffield-Thomas

    214 Listeners

    Marketing Made Simple by Powered by StoryBrand

    Marketing Made Simple

    286 Listeners

    Build with Leila Hormozi by Leila Hormozi

    Build with Leila Hormozi

    859 Listeners

    The Telepathy Tapes by Ky Dickens

    The Telepathy Tapes

    7,025 Listeners