How to onboard web design clients (Use my 15 min onboarding process)

🎓 How to become a web design warlord in 28 days or less:

🚀 Everything You Need to build a respectable web design business as an introvert, who hates sales (step-by-step)

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Ready to revolutionize your client onboarding? Use this 15 min onboarding process to effortlessly bring new web design clients into your business and have them stick around for longer. I'll be cutting through the fluff and diving straight into the step by step process of our 6 figure client onboarding process.

We cover everything from crafting a client onboarding system to mastering the steps that will turn your client interactions into an easy pain free process. This is essentially your blueprint for success in the changing world world of web design or SMMA client management.

Learn how to onboard clients like the professionals do, leave a positive lasting impression, and keep them coming back for more.

It doesn't matter if you are looking to get your first SMMA / web client or you're already getting clients and are looking to refine your own way of onboarding, this video is packed with actionable tips to streamline your approach to client onboarding. It has helped me boost my business, impress clients, and inject some energy into the client relationships.

0:00 intro
0:32 Typical web design process
1:48 What is onboarding?
3:06 Why is onboarding important in web design?
6:31 My 5 step onboarding process
12:07 Example of welcome onboarding email
15:02 Custom client project dashboard
17:42 Summary

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[CalebKim-xskp]

Hey Tristan, I just want to let you know that your website has a spelling error in it under the "It's time to grow" section. Organic is spelled "oraganic". Getting a lot of help and encouragement from your videos!

[luccafrieri]

this is exactly what I was looking for

[zhrcxz]

hey there Tristan, could you elaborate on the google form questions? what are the essential questions that are needed to get the project as close as possible to the client's satisfaction

[sarthak]

great video, Would have been even better if you had mentioned the notion template in the description 🥺

[davidessien]

Thank you for a great resource. A bit of a nitpick? the blur is disturbing to the eyes. I think it is better to just use a bock over it, or leave it vacant

[brightbaiden]

Very Informative. Thank you. Anyway you can share the notion templates?