141 Client Onboarding Process for Brand Designers

The Profitable Graphic Designer

Having a solid client onboarding process is critical for success as a brand designer. It’s more than just paperwork – it’s about creating a professional first impression and ensuring every project starts on the right foot.

In this episode, I’ll walk you through my step-by-step onboarding process, covering everything from setting expectations to delivering organized final files.

Whether you’re working with a startup or a high-profile client, this process will help you streamline your workflow and create a seamless client experience.

You will learn:

• How to create a clear and professional onboarding process that sets expectations.
• The steps to implement a client portal for organized communication.
• How to present your design work effectively to showcase its value.
• Tips for maintaining communication while setting boundaries with clients.
• How to wrap up projects in a way that ensures client satisfaction and future referrals.

I hope these tips inspire you to refine your process and make your next onboarding experience even better!

Aventive Academy’s Resources:

$12k Client Attraction Masterclass: https://aventiveacademy.com/attract-clients-workshop/

Brand Guidelines Template: https://aventiveacademy.com/brand-guidelines/

Client Portal for Designers: https://aventiveacademy.com/client-portal/

The Wealthy Client Blueprint: ⁠https://aventiveacademy.com/wealthy-client/

12-Week Business Program for Designers: https://aventiveacademy.com/profit