Freelance Onboarding Process Mini Course

If you don't have a client onboarding process in place yet, you need one.

Your freelance client onboarding process is an outline of all the steps you take from initial contact with a client to project completion. And it makes a hella big difference!

A clear onboarding process:

• Makes you come off as a competent professional
• Increases your clients' confidence in you
• Helps you feel more confident and purposeful during client phone calls
• Keeps you organized
• Gives you a sense of direction

A fly-by-the-seat-of-your-pants freelancer comes across as unsure or incompetent. A freelancer with a plan in place knows what they're doing at all times.


This 19-page guide walks you through all the steps of the onboarding process in detail:

• Initial contact
• Discovery process
• Quote/proposal
• Contract
• Deposit
• Deep dive
• Create first draft
• Edit and refine
• Publish
• Invoice
• Feedback

***At the end, you'll find a bonus onboarding checklist you can follow every time you bring on a new client.

To learn more about the freelance onboarding process, check out this introductory post.
Find a full list of my freelance courses here.