Sasha Souza. SashaSouzaEvents.com. ConsultancyForCreatives.com. Client onboarding is the process for welcoming new clients into your business and ensuring they understand the services available to them. It doesn't matter if you're an event designer, floral designer, DJ, caterer, or cake baker, giving a client an idea of what to expect is a key to success. You will learn what goes into a well written guide, what to include and how it becomes a great addition to your business.