“Hey Laura, Thanks for the proposal, it all looks great! Let’s go with Option 2. When can we get started?”
There’s nothing like getting a project accepted.
No matter how many times it happens and no matter how confident I am that the client is going to say yes, I always get a jolt of excitement (and do a little dance) when it becomes official.
It can be tempting to relax a little after the tedious back and forth of selling (cough, try Roadmapping).
But how you start the project is going to set the tone for how the rest goes.
If you start by coming across as organised and professional (even if you don’t feel it), that’s how your client will see you throughout the whole project.
That’s why I’ve put a lot of effort into refining an onboarding process that:
- Makes me look good
- Makes the project more efficient
- Makes my clients happy that they’re working with a professional who knows what she’s doing.
In this article, I’m going to show you a repeatable process you can use to onboard every new client.
Whether you take my process in its entirety, or simply use it as inspiration to make your own, you’ll have everything you need to start each project on the right foot.