Starting off right with a new client can really set the tone for a great working relationship. Whether you're a freelancer, part of a small team, or running your own business, a smooth and friendly onboarding process helps everyone feel clear and confident. Getting your workflow ready ahead of time makes things easier for both you and your client—and tools like proworkflow19 can help get things organized early on.
First, make sure your client knows what to expect. Send a welcome email or message that includes a bit about how you work, what your usual hours are, and how you like to communicate—email, phone calls, maybe video meetings. This way, your client won’t be left guessing and can know the best way to stay in touch with you.
Next, collect all the information you need. This can be things like login details, style guides, ideas for the project, or just goals they want to reach. You can make a simple form or checklist so nothing is forgotten. Keep it easy and not too long—you want to respect their time.
Once you’ve got what you need, walk them through what happens next. Let them know the steps you’ll take, what kind of updates they’ll get, and how they can give feedback. Some people feel nervous hiring someone new, so keeping them involved makes everything feel more open and friendly.
Don't forget to set up a shared space to keep files, notes, or progress updates. Google Drive, shared folders, or simple project dashboards work well. This way, things won't get lost in emails, and you both know where to look for important items.
Lastly, check in after a few days or a week to ask how things are going. This helps build trust and shows you care. Sometimes clients have questions but aren't sure when to ask. You're helping them feel comfortable, and that will go a long way.
Onboarding isn’t about being fancy—it’s about being clear, kind, and ready to listen. With a bit of planning and a personal touch, you’ll start your client relationships on the right foot and set the stage for great work together.