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Client Onboarding: A FREE Online Guide To What You Need To Know

Want to create a great first impression with clients and run a successful project kickoff meeting? Get Your FREE Online Guide!

Embarking on a project with a new client is exciting business. But before you start, you want to make sure you’re both on the same page. You’re talking kerning and pantone swatches, they’re throwing in words like asymmetric shock and back-end ratios – in short, if you don’t get versed in each other’s language, the project is likely to quickly become a hot mess!

All of this is part of the client onboarding process.

Unfortunately many agencies jump straight into a project, without taking the time to get to know the client, their business problem, and establish great ways of working together.

In Chapter 2 of our new online book The Ultimate Guide To Client Management, you’ll learn everything you need to know about…

  1.  Making a great first impression

The client wants to see they’re working with an experienced, professional team that’s highly attuned to their needs. Get five actionable tips on what you can do to create a great first impression instantly!

  1.  Preparing a project quote

The quotation process might seem like a formality, but new business is won or lost at this stage, so it's important to get it right. Understand the essential components you need in your business quote and the advantages of using an online quoting software.

  1.  Negotiating a client contract

This is the final hurdle before you can officially begin work! Learn how to create a winning contract that will make your client sign on the dotted line.

  1.  The client kickoff meeting

The contract’s been signed and you’re ready to get started! Now you need to bring everyone on the same page in the all important ‘project kickoff meeting’. Use the handy kickoff meeting agenda to know exactly what you should cover, including a guideline on how long to spend on each section. The faster you can get to work, the faster you get paid after all!

  1.  Knowing when client onboarding is complete

Find out what the optimal period is for client onboarding, how to follow up with your clients and most importantly, get them excited for the next phase!


Packed with marketing knowledge and actionable advice, the first two chapters of our Ultimate Guide To Client Management are already up!

Read chapter 2 for FREE here!

We’re featuring quotes from experts & thought leaders in our Ultimate Guide to Client Management. If you have significant experience in the area of client management, and would like to contribute to upcoming chapters, please email: