How to do client onboarding

April 21, 2021

Client onboarding is what happens after you take on a new client — the opening game — and it is rarely discussed among freelancers. The article How to do client onboarding right on Freelancers Union blog covers some practical basics: 1. Finalize the documentation, 2. Send a welcome packet, 3. Onboarding questionnaire, 4. Schedule a kickoff meeting, and 5. Create a strategic project plan.

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