Client Onboarding Mastery

What You Will Learn

✔ A complete onboarding workflow — exactly what to do from the moment a client says “yes.”

✔ Email scripts and templates — welcome emails, expectations, timelines, follow-ups, and confirmations.

✔ Checklists, forms & questionnaires — ensure nothing gets forgotten and every project starts with clarity.

✔ Automation tools and recommendations — how to save hours every week using smart systems.

✔ Boundary-setting strategies — confidently manage client expectations and prevent misunderstandings.

✔ How to handle payments, timelines, deliverables, and revisions professionally and stress-free.

✔ Communication frameworks — create trust, transparency, and long-term client satisfaction.