Hey Reader!

You know that feeling when a client seems confused, drops the ball, or goes MIA? It’s frustrating, but it’s not always a client problem.

It’s often an onboarding problem.

Onboarding isn’t just about gathering logins and asking for brand colors. It’s your chance to set clear expectations, outline boundaries, and teach clients how to work with you.

Here’s what that can look like:

• Be the Guide: Assume your client has no idea how this works (because often, they don’t!). Walk them through your process so they feel confident and informed.
• Create a Mini Training: A simple screen share showing how to use your project management tool or how to provide feedback can save you endless back-and-forth later.
• Set Boundaries Early: Define your communication hours, response times, and turnaround expectations. (Trust me, it’s better to be upfront than to resent late-night messages later.)

When I finally built an onboarding system that worked for my brain (hello, ADHD tendencies), it changed everything. My clients felt more empowered, I had fewer “where are we at with this?” messages, and projects moved faster.

And now, I want to help you do the same.

📥 Grab my Client Onboarding Guide here.

Whether you’re managing multiple clients or just starting out, a little structure goes a long way.

You’ve got this.

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