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Welcome packetFree
The Client Onboarding Machine
First impressions are everything. Build a repeatable system that makes every new client feel like your only client.
15 min4 lessonsBeginner
Course Lessons
Send a welcome packet immediately after signing. Include: signed contract, invoi
15 min
Kickoff call agenda: introductions, project goals, timeline review, access/crede
15 min
Set expectations upfront: response times, meeting cadence, revision policy, what
15 min
Use a project management tool (Notion, Asana, Trello) shared with the client. Tr
15 min