WorkflowMax Ultimate Guides
The Ultimate Guide to Client Management

The Client Onboarding Process

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!

Besides, you need to establish the foundations for a thriving professional relationship. To do this, you have to put the client at ease, prove your value and reassure them that you’re the best business for the job. Basically you want to show off how awesome you are – so the client feels secure about their decision to hire you.

All of this is part of the client onboarding process.


In Chapter 2 of The Ultimate Guide to Client Management we discuss:

Part 1: Making a great first impression
Part 2: Preparing a project quote
Part 3: Negotiating a client contract
Part 4: The client kickoff meeting 
Part 5: When is client onboarding complete?


A lot of businesses don’t think about client onboarding strategically – or at all. But a defined customer onboarding strategy will give your business a framework to follow every time a new client is won and create a consistent experience for the client.

By setting down a clear process, you ensure all staff are able to follow it, remove uncertainty and ultimately shave off hours of precious time that could be better spent doing the work you love!

A clear onboarding process is proven to increase confidence and satisfaction, improve productivity and performance, and reduce stress and confusion.

Jennifer Bourn, Founder, Bourn Creative 

Research also shows customers who are effectively onboarded have a substantially higher retention rate, lower cost to serve and higher cross sell rate than customers that are not.

How long should the onboarding process be?

The first 90 days will set the tone for your relationship.

HubSpot, The New Client Kickoff Playbook

While there is no hard and fast rule – and projects will vary in length – most marketing experts suggest the onboarding phase should last for a three month period. But where do you start? 

If you hold a customer’s hand for 90 days, they’ll be loyal for life.

John Jantsch, Founder: Duct Tape Marketing

The first part of an awesome client onboarding experience is making a great first impression. 

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Part 1: Making a kickass first impression


Why are first impressions in business so important?

Because they can make or break a budding client relationship. The client wants to see they’re working with an experienced, professional team that’s highly attuned to their needs and the agency wants to put their best foot forward to win further business.

  • Meet clients in a place of power. This should be somewhere you feel comfortable, and have some control over the elements of the room. Arrive early, prepare the space, and figure out how to work any equipment. Make sure you have everything you need set up beforehand – a whiteboard? A converter for Mac to PC? Good coffee?!

Welcome them. Have an introductory phone call and/or meeting. Communicate often. Ask them lots of questions about their business. Bend over backwards to deliver incredible service.

Wendy Maynard, Co-founder, Kinesis Inc.

The best impressions start with a smile and a hello

Michael H Kaleikini, Founder Business Refinement, LLC
  • Set the tone from the get-go. Show the client you’re in control by making eye contact, introducing yourself and shaking their hand. Take a few minutes to get comfortable and establish a rapport.

In the professional service industry, communication is number one. This starts with setting the clients expectations, keeping in frequent contact throughout the relationship and being transparent when issues may arise.

Guy Earnshaw, Senior Cloud Consultant at BlueHub
  • Dress appropriately. You might be a creative, but rocking up to a client meeting in jandals isn’t a great look.

  • Be prepared. Before the meeting you should have spent a certain amount of time familiarising yourself with the client, their business and industry.

Google them. You learn more about them and can make a better impression by learning something about their business that you can discuss. 

Glennis Stuckey, Director, Katalyst Office Management  
  • Focus on their needs. Often in an initial meeting, it can be easy to get carried away selling your services as the best in the biz. But bringing your attention back to the client is a surefire way of getting their approval. Start by establishing the client’s pain points. What are they looking for? What is the problem they are looking to solve? Ask good questions and listen!

Listen to them! Then demonstrate through your knowledge how your product or service is going to solve their pain point.

Maree Maxfield, Maxama

Part 2: Preparing a quote 

When you first win over a new client, it’s easy to want to jump right into a new project – but before you do any work, make sure that you’ve created a project estimate, sent it to the client for approval and have received, in return, the promise of payment for your services.

The quotation process might seem like a formality, but it isn't. New business is won or lost at this stage, so it's important to get it right.

How To Make Price Quotes Work For You, Xero – Small Business Guide 

How to write a quote for a job

Unfortunately there's no magic potion for creating a robust estimate. You need to know your team, deliverables, tasks, and process intimately. 

First determine whether you quote based on staff rates, project rates, or time. Then use an online quoting software to create your quote. You’ll be able to easily send it to the client and convert it into a job once it’s been approved – all from one place. In WorkflowMax, Xero-owned all-in-one job management software, you can create beautiful, professional branded quotes in just a few simple clicks.

A cloud-based software will help you manage quotes more easily too – for example if you need to edit certain details or find an old quote for a similar job.

With so many templates out there, it can be confusing knowing what to include in your quote. Here are the essentials:

  • Client details. Client name, address and contact details.
  • Project information. The project name, and a brief description.
  • Quote number. Your system might generate this automatically, but this helps keep your quotes organised and makes finding them again a breeze!
  • A 'valid until' date. 30 days starting from the quote date is standard, but it's worth checking out the norm in your industry.
  • A visible breakdown of phases and costs. Separate out individual tasks as well as any external costs for complete transparency. This will help you gain the client’s trust.

  • Your company’s branding. This might be your logo, tagline, company name and address/contact information.

  • Custom information. For example, any terms and conditions you want to highlight upfront. Since this is a legal area, you may want to talk to a lawyer or use a T&C template.

You want to make it as easy as possible for your client to say YES so give them the right information in a visually appealing, highly legible format.



Part 3: Drafting a client contract


Preparing a client contract is a crucial step before you begin any project work. Without getting into the nitty gritty of contract law, this section provides an overview of what you need to know when it comes to your contract or customer service agreement and format.

A contract not only protects you if something goes wrong – it helps things from going wrong in the first place by clarifying expectations and preventing misunderstandings.

Vinay Jain, 99u 

Some useful questions to ask before you begin:

  • Do you want to receive a portion of your fees up front?
  • Or do you prefer partial payments throughout the project?
  • How will you be compensated if the project dissolves halfway? Perhaps you’ll stipulate a cancellation fee if the client changes their mind?
  • How many revisions will be allowed?
  • What are the terms and conditions around confidentiality and asset ownership?

Everything is negotiable with the right client.

Laco Vosika, Becloudsmart

Request a meeting with a lawyer to draft a robust contract and when you’re satisfied, make sure to go through the contract with the client point by point, so they have full understanding of every detail. Never let them sign without reading the fine print! This is for your own protection as well as theirs.


Part 4: The client kickoff meeting


Now that the quote has been agreed upon and the contract has been signed, it’s finally time to get to work! The kickoff meeting is the first meeting you will have with the client and your project team. This is where you agree on how to work together effectively, discuss ways of working, and preferred communication tools.

The kickoff meeting is a critical moment in a project; [it] is an opportunity to establish common goals and purpose in completing the work.

Ben Aston, The Digital Project Manager

Prepare a kickoff meeting agenda to help you stay on track during the meeting. If possible, circulate it to the client and the wider team beforehand, so everyone knows exactly what to expect. This will also help establish your leadership and authority.

Kickoff meeting agenda 

  • Introductions [5 mins]
  • Company Background and Portfolio [10 mins]
  • Client Overview [10 mins]
  • Project Objectives [10 mins]
  • Key Dates and Milestones [5 mins]
  • Expected Costs/Invoicing Procedure [5 mins]
  • Communication Plan [10 mins]
  • Next Steps [5 mins]
  • Q & A and contact [5 mins]

Let's delve into each section...

  • Introductions

Introduce yourself and the project team, including roles and responsibilities specific to the project. The client should do the same.

  • Company Background

Get ready to knock the socks off your client! Prepare a showreel of appropriate projects. See that glint of excitement in their eye? Score!

  • Client Overview 

This is an opportunity to understand more about the project background and hear about the client’s business problem straight from their perspective. Can they provide any additional relevant information that will help the project brief?

  • Project Objectives

Here you can delve a little deeper into the project goals. What are the KPI’s? How will you measure and evaluate success? What should the project accomplish?

  • Project Timeline 

Present a high-level project plan, breaking down the project into major phases and milestones. Do all stakeholders agree with the proposed flow of activities? sequencing of activities and any dependencies that may impact the timeline are clearly stated. 

  • Expected Costs/Invoicing Procedure

This section isn’t always included or necessary in the client kickoff meeting – some agencies may prefer for it to be reserved for a discussion between your account manager and the client – but we have added into this section just to be thorough!

A visual approach is best, breaking down the project into phase, deliverables and costs. 

  • Communication Plan 

How will you work together effectively, share updates and collaborate during the project? How frequently will you meet? Do these meetings need to be physical, or can they be remote? You might have a preferred set of tools and apps you already use – make sure you get agreement with the client on what you’re going to use and how you’re going to use it.

Most clients should be well versed in these kinds of collaboration tools, but if it’s new technology be mindful that they might need support and you should show them enormous benefit they’ll gain in using the tools!

Some of our favourite online collaboration tools include:


Image via The Next Web

Pros: Create private or public channels for conversations. Easily make use of direct messages or calls. Drag and drop to share files.

Cons: A lot of restrictions in terms of what you can and can't do with the free app.



Image via the Microsoft blog

Pros: Pretty ubiquitous. Get started for free. Good for video calls and group chats.

Cons: You can’t “tag” people in conversations and file sharing can be somewhat clunky!


Google Hangouts


Image via The Next Web

Pros: Get started for free. Easy to set up (just use your Google account!). Even the basic version allows for video conversations with up to 10 participants.

Cons: File sharing is a little bit clunky. 



Image via Evernote

Pros: Organising ideas is a breeze with notes, tags and notebook stacks. Handy browser extensions allow a seamless sync.

Cons: You pay for what you get. Premium features have a hefty price-tag. 



Image via Trello

Use blank spaces called "boards" to rack, plan, or organize anything you choose.

Pros: Great for teams who like to work visually. There are a lot of tips on the blog on how to get the most out of Trello, including customisation options. Check out the Ultimate board of Trello tips & tricks, or Beginner Tips For Using Trello

Cons: Communication can be limited to comments format.


Invision app


Image via Invision

Pros: Quickly and easily create interactive mockups for your designs. Share these mockups with your team or clients. Get feedback for all your projects in one convenient place, hold conversation threads, moodboard, share, and easily access all your project assets.



Part 5: When is client onboarding complete?

At the start of the this chapter we discussed “90 days” as a general guideline for the client onboarding phase, (depending on the size of project and project timelines of course). As the 3 months near a close, you should schedule a one-on-one with your client with the aim of gathering feedback on the project process and relationship so far. This could be a phone call, an informal coffee meeting or even dinner, depending on who the client is and what the circumstances are!  

Your catchup is a great opportunity to discuss any issues, what else the client needs from you and reinforce how much you value the relationship. To ensure the meeting goes smoothly, make sure you bring your A GAME, i.e:

  • Have any questions you want answered prepared beforehand
  • Recap all activity during the last 3 months for the client’s benefit
  • Highlight all the wins
  • End on a positive note, reiterating how much you’re looking forward to the next stage of the project and relationship.

Once you’ve done all of the above, the onboarding process can be considered to be completed and it’s time for your team to get stuck into the rest of the project and produce amazing results!

Business is human. People want to do business with people. Hopefully your clients chose you because they like you and are excited to learn from and work with you, and you accepted their project because you’re excited to work with them too.

Jennifer Bourn, Founder ,Bourn Creative 


  • Check your quote has been approved by the client – don’t do any work before it’s signed off!
  • Do your homework and attend every meeting thoroughly prepared.
  • Start the project with a kickoff meeting.
  • Ask good questions! Get insights from the client about their business problem.
  • Make sure to establish ways of working with the client from communication tools to collaboration techniques.
  • Check-in after 90 days and get the client excited about what’s next!