6.3M
ETMy onboarding process
I don’t veer much from this process as it creates transparency & clarity for both the client and me.
#emailmarketing #freelance #agency #clients #entrepreneur
@ethanleblanc___
#User Onboarding Process
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182.1K
BEComment “ONBOARDING” and I’ll send you the full onboarding system we use for every automation client.
The guide walks you through exactly how we bring someone into an AI build the right way. Discovery call. Agreement. Client portal setup. Invoice. Strategy call. Deliverables mapped. Timeline locked. Everything visual. Everything documented.
Most agencies lose clients because their onboarding is messy. Ours turns the whole process into a clear, guided operating system the client can follow from day one.
#AIAgency #OperatorOS #Automation #N8N #AIAgents #AIAutomation #BuildInPublic
@bennettx.ai
48.4K
CHNever in my life have i heard anyone say…
“Wow I loved signing up for that app”
but I wanted to see if I could change that 👀
spent way longer than I usually do on the onboarding for my newest app, and very excited to say I think we pulled it off
the last thing a developer wants to do is work on the screen. but I promise it's worth it
it is the literal first impression a user has with your app and can completely set the tone for what they should expect next
#softwaredeveloper #coding #appdesign
@chris.raroque
622.3K
INOur process for onboarding clients 🤝🏻
Here’s an example of how we use our Notion Client Portal template to onboard a new client, creating a central environment for communication, project management and document sharing for every project.
The Portal has been tailored to suit architectural practice and refined over 4 years of use. Pages include:
🎛️ Portal Hub
An overview of all projects in the studio.
🔘 Project Dashboard
An overview of the project status, the RIBA work stages, key documents and the project directory.
🤝🏻 Introduction
A space to capture the Project Brief, key objectives and for the client to upload helpful resources (Pinterest board links, survey documents, etc)
🔒Contracts
A space to store the draft and signed appointment contracts, ensuring these get completed at the outset of the project.
💷 Billing
A financial tracker, including a Drawdown Schedule, invoice details and payment tracking.
📆 Meetings
Schedule and track project meetings, create and store minutes / agendas.
🗣️ Testimonials
A place to capture client testimonials and feedback with an embedded Google review link and a pre-made feedback form.
📱 Designed to be as mobile friendly as Notion allows, enabling easy access and use on the go.
You simply invite your clients to their Notion Client Portal, and once they’ve quickly signed up to Notion (for free), your Portal is live for the duration of the project.
🔗 Get our Notion Client Portal via the link in bio
🎥 see our YouTube channel for a detailed video tutorial (link in bio)
#architecture #solopractice #businessofarchitecture #archipreneur #projectmanagement #clientportal #notiontemplate
@initiatearchitecture
28.0K
SOI'm sending out a FREE onboarding process tomorrow! Comment "process" to get it in your DMs
(Onboarding process, freelancer, content strategist, strategist, onboarding a new client)
@sommedia.co
3.3M
STBuilding a thriving business isn't just about attracting talent; it's about integrating them seamlessly into your operations. That's where onboarding systems shine.
From day one, they lay the groundwork for productivity, clarity, and alignment.
A well-crafted onboarding process ensures everyone knows their role, understands expectations, and feels empowered to contribute their best.
It's the cornerstone of success in any organization. Are your onboarding systems in place?
Join me for my in-person event Deep Dive where we’ll equip you with the strategies and tools to seamlessly onboard your next hire! Comment Deep Dive for details!!
@stacytuschl
84.6K
HEHere’s how we onboard a new client at our personal branding agency!
#founder #founderlife #onboardingclient #agency #viral
@hey.sanober
12.6K
KRComment ‘Roadmap’ if you want the exact flow of an onboarding call ♥️
P.S. If you’re finding it tough to retain clients and get referrals- it might be because of your onboarding process - DM ‘Freelance’ to book a 1:1 call with me and let’s find out what’s missing in your onboarding process 👀
[client onboarding, onboarding process, onboarding call, freelancing, freelance, agency communication, agency owner]
@kratiagarwal95
149.9K
TE+Mi proceso de onboarding
No suelo desviarme mucho de este proceso, porque crea transparencia y claridad tanto para el cliente como para mí.
#emprendedor #clientes #emailmarketing #procesos #productividad #negócios #marketingdigital #onboarding
@teachupes
333
HAIn just four weeks, we brought four clients on board.
This isn’t to flex the number of new clients (although they are great 😎).
What matters more is what it shows: that we have a system that works, a process that keeps everything organized, and a team that doesn’t leave things to chance.
From the very first email to the kick-off call, our onboarding is designed to align your goals, remove uncertainty, and set the tone for a partnership that feels smooth and predictable.
Every step is intentional, so you always know what’s coming next.
We care about precision, transparency, and consistent progress because your confidence in us matters as much as the results we deliver.
With the right systems in place, everything flows and you can feel secure knowing we’ve got it all covered.
#marketingagency #systemsandprocesses #clientonboarding #digitalmarketingexpert
@harbor26studio
42.2K
SASave this outline!
This is how I onboard clients like a pro—without chasing, begging, or burning out.
Most freelancers lose clients before they even start.
Too much back-and-forth. No clarity. Confusing timelines.
But in my business?
From the moment a lead lands in my inbox, they know they’re in good hands.
Here’s the full behind-the-scenes of my onboarding process:
— Discovery & qualification
— Strategic proposal
— Contract & Invoice
— Kickoff call with aligned expectations
— Streamlined delivery systems
— Monthly Reviews to turn one-time clients into long-term retainers
This isn’t just about getting paid.
It’s about building trust, positioning yourself as the authority, and delivering work that actually creates client wins.
Want to learn how to set this up for your freelancing business?
I teach my entire system—scripts, templates, client psychology, and automation—in my classes.
Drop “CLIENT READY” in the comments if you want in.
Or DM me the word FREELANCE and I’ll send you the details.
@sahelichatterjeehere
164.5K
HOWhen I first launched my brand design studio (almost 3 years ago) I had no idea how to ‘onboard’ a client.
So, I’m starting a mini-series where I share everything I wish I knew. From onboarding to positioning yourself for dream projects.
If you’re going freelance (or already are but feel like you’re winging it), this is for you.
Today we’re talking onboarding. Once you’ve got the right systems in place, it becomes quick, simple, and way more streamlined.
Comment ‘NOTION’ if you want the exact Client Portal + Strategy Questionnaire Template that I use and I’ll send you the link.
Or comment ‘CONTRACT’ for my Client Contract Template.
@notionhq
@hodgestudio
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