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January 27, 2022

How to Create a Client Onboarding Process with Jacqueline Farkas

7 minutes

Have you ever dreamed about what your master plan looks like to get your dream client to say “Yes” to working together?

You've worked endless hours trying to craft a Success Recipe to land your dream client but panic slightly, because you haven't built out your client on boarding process yet. Cue: this episode!

We’re covering the basics that go into your onboarding process, email workflows, how to structure your workflow and more.

Specifically, we talk about:

My strategy-based onboarding workflow

The importance of a contact form

My tips for sending out proposals: how to format it and what to include

How to define your creative workflow

Connect with Jacqueline Farkas

- Learn More: ⁠⁠⁠⁠⁠https://jacquelinefarkas.com/about⁠⁠⁠⁠⁠

- Instagram: ⁠⁠⁠⁠⁠https://www.instagram.com/jacquelinefarkas_/⁠⁠⁠⁠⁠

- LinkedIn:⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.linkedin.com/in/jfarkas14⁠⁠⁠⁠

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By Jacqueline Farkas

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