The Designated Designer

From Keys to Cruise Control ✦ The Client Onboarding Process


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In this episode of The Designated Designer, we’re diving into the pivotal process of client onboarding—taking the wheel and setting the stage for smooth, successful design projects. I'll be sharing lessons I learned the hard way from the early, chaotic days of freelancing without contracts, proposals, or clear processes, and how implementing client onboarding turned confusion into confidence. From streamlining communication to setting expectations, this episode is packed with actionable insights to help designers create a polished onboarding experience that saves time and builds trust. Whether you're just starting out or refining your business, this is the episode you don’t want to miss!

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The Designated DesignerBy Jennifer Stank