Client Onboarding - Complete walkthrough

Rachel will cover her full process of onboarding / off-boarding clients including the way she is using Asana to manage the process.

00:00 Intro
02:03 Onboarding tools overview (project management, contracts, communication)
06:03 Project Management with Asana
12:00 Onboarding email
14:30 Welcome pdf
20:10 Contract
22:00 Onboarding clients on Asana
23:14 Kick-off call
23:54 Off-boarding tips
24:23 Final off-boarding call
25:34 Final invoice
25:53 Delivering assets and off-boarding presentation
26:41 Testimonial and feedback form
27:45 Discount for future collaborations and referrals
28:34 Check-in with clients later on
29:30 Overview

Tools Mentioned:

Learn how to do better web design, charge higher prices, and work with better clients on this free workshop:
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#webdesign #freelancer #entrepreneurship

Thanks for watching the video Client Onboarding - Complete walkthrough!

[kevinbaculi]

This is beautiful! The welcome PDF is brilliant! I'll definitely implement this to my business.

[eli.alcaraz]

Thank you for this, Rachel! This was really insightful and quite timely. My goal for the next year is to streamline my process and being able to get a glimpse of how you onboard and offboard your clients is invaluable. I can definitely imagine your clients feeling absolutely cared for and how they would happily refer you to their peers just from the experience alone. Anyway, I will have to rewatch this as there are insights here that I will have to take note of and unpack. Thank you, Rachel! Looking forward to more videos from you, happy new year!

[vladimirpetroski]

Thank you so much for this video. It's greatly needed for us beginner designers to know what lies ahead and I personally would like to see more of this type of content, I'm glad you're expanding your topics.

[vasileiospanagopoulos]

I've said numerous times that I have gained so much knowledge from Flux and this video is yet another solid example of invaluable information handed out.
The PDF is awesome! I noticed that others also enjoyed it and are now asking to purchase it.
Please count me in as well!

[garethellison]

Wow! I am new to design and had no idea of the process. I had done a little research but was just moving intuitively. This is an incredible insight into what I should be aiming for. I honestly had no idea the depth you go into for setting up communication and overall enhancing the whole experience for them. Thanks so much. 😀

[davidhorn]

Love this Rachel - brilliant video, very clear and helpful. Thanks for sharing. You ask what types of videos we would like to see more of ... definitely this side of it: the business processes. Love it.

[danilo_z]

insightful! I love it, Rachel! Thanks for this video

[Sam-fqzi]

This video is gold! Filled with super valuable information, thank you!

[abbeyjv]

Thank you Rachel! This video is one of the most practical and useful. The process you explained is very methodical and systematic. You are right communication and keeping the client updated is very important.
I am sure to positively impact customer satisfaction in crease the connect with them and by implementing what you have suggested. You really articulated the entire process so well.

[SoyBalta]

This is a great resource. Thank you Rachel and Flux team!

[CandyPam]

Amazing, this was so well articulated and thorough - please do more videos on best practice client management and engagement - I'd love to see something on how you prepare Brand Identity Guidelines - there are loads of templates but I'd love your views on what's important especially for a start up lead by minds that don't generally understand or think about design value in the way us creatives do.
Amazing content guys keep up the good work!

[tomasmtj]

Thank you for this, Rachel! This was really illuminating.

[amardeepsingh]

Hey Rachel, Thank you so much 🙏 for making this video. This video is full of value. Keep doing what you do....you're awesome 👏

[antoinettekminor]

I have been trying to figure out how to create an onboarding process with Asana and this is gold. Thank you!

[whkjwux]

Thanks a lot! So informative as always! Rachel you`re enthralling!

[Hanske]

Great great great video (as usual). 🙌. Thx for your advices. Can’t wait for the next video to come .)

[alexpearl]

this is amazing value Rachel, defiantly going to be testing out using a welcome pdf

[kennygamonez]

Love it, thank you for inspiring everyone Rachel!

[giovanniatalmi]

Thank you. Very useful, well structured and clearly explained. Looking forward to your next video.

[abdulwahab]

An amazing process, Thanks for sharing Rachel :)