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

    3,453 Listeners

    The GaryVee Audio Experience by Gary Vaynerchuk

    The GaryVee Audio Experience

    16,819 Listeners

    Build Your Tribe | Grow Your Business with Social Media by Brock Johnson

    Build Your Tribe | Grow Your Business with Social Media

    2,625 Listeners

    The Amy Porterfield Show by Amy Porterfield

    The Amy Porterfield Show

    4,580 Listeners

    The StoryBrand Podcast by StoryBrand.com

    The StoryBrand Podcast

    1,934 Listeners

    The Chase Jarvis LIVE Show by Chase Jarvis

    The Chase Jarvis LIVE Show

    575 Listeners

    The Martell Method w/ Dan Martell by Dan Martell

    The Martell Method w/ Dan Martell

    570 Listeners

    A Changed Mind | Mindset That Matters by David Bayer

    A Changed Mind | Mindset That Matters

    274 Listeners

    The Game with Alex Hormozi by Alex Hormozi

    The Game with Alex Hormozi

    4,407 Listeners

    The Futur with Chris Do by The Futur

    The Futur with Chris Do

    852 Listeners

    The Think Media Podcast by Think Media

    The Think Media Podcast

    794 Listeners

    Deep Questions with Cal Newport by Cal Newport

    Deep Questions with Cal Newport

    1,312 Listeners

    Huberman Lab by Scicomm Media

    Huberman Lab

    29,200 Listeners

    BigDeal by Codie Sanchez

    BigDeal

    788 Listeners

    Good Content with Shannon McKinstrie by Shannon McKinstrie

    Good Content with Shannon McKinstrie

    127 Listeners