Onboarding a New Client: My Step-By-Step Process

This is an episode I've been thinking about doing for awhile now, but I wasn't how much you would want an episode on this until someone actually requested it in my DMs. While onboarding a new client is something I've done many times, I realise it can be quite daunting your first couple of times. Hopefully this episode helps you get some key steps locked in for your first or next onboarding.

Some key takeaways from this episode are:

• Contracts and invoices should be prioritised before starting work.
• Charging upfront is a standard practice in the industry.
• Understanding client preferences enhances the onboarding experience.
• Gathering inspiration from clients can guide content creation.
• Setting clear timelines helps manage client expectations.
• Embrace the learning process and overcome imposter syndrome.
• Trust in your ability to figure things out as you grow.

Thank you so much for listening, and as always, please reach out in my DMs with questions or thoughts on this episode and please also sent through any requests for subjects to cover in future epsiodes.

I'd also really appreciate a review on Apple podcasts or a rating on Spotify.

Catch you next week guys!
Ellen xx

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