finally get confident in onboarding your clients
The Client Onboarding Checklist for Designers
YES, give me the onboarding checklist
Are you tired of wondering if you've got all your bases covered during your client onboarding?
You keep looking at how other designers onboard their clients but every designer seems to be doing their onboarding differently and using different systems. While all you want is to feel confident when onboarding clients and make sure you’ve covered all your bases, set clear boundaries and don’t have your clients feeling bewildered without a clear, organised process.
When you download the Client Onboarding Checklist for Designers you get a step-by-step client onboarding template so that you can streamline your workflow, save time and impress clients with your clear and organised process, showing them they’ve made the right choice by picking you as their designer
From the initial proposal to the brand strategy call, this client onboarding checklist provides a detailed roadmap. It clearly indicates which email templates for effective communication, documents like proposals and questionnaires, and additional assets like a welcome guide you need. So that you can spend less time onboarding your clients and more time doing what you love – creating amazing designs!
YES, give me the onboarding checklist
what you'll get when you download ...
The Client Onboarding Checklist for Designers
A ready-to-go checklist
The checklist covers the client onboarding workflow and what to do at each stage: the discovery call, Sending the proposal, The client accepts the proposal, Sending the contract, The client paid the invoice & Your brand strategy call
Detailed instructions
I've got you covered with clear instructions on which email templates and document templates like proposals and questionnaires you need. + It also includes to-do items and instructions on what to include in your emails and templates.
Streamlined onboarding process
Your onboarding process sets the tone for each project. When you’re confident you’ve covered all your bases, set clear expectations & boundaries you know you’ve set up your client for success and you can focus on creating amazing designs.
Hi, I'm Stephanie
Client experience, DUBSADO & CLICkUP EXPERT REPORTING FOR DUTY
I deeply appreciate the creative minds who keep pouring their hearts into building unique and captivating brands and websites for their clients.
Running a design studio takes more than simply being great at your craft— you’re constantly juggling project management, client demands, and endless admin tasks.
Even when deadlines loom and scope creep threatens to derail your projects, clients expect you to turn your creativity on like a lightbulb—instant, bright, and ready to dazzle. While your clients might be happy with the end result, you’re left exhausted.
That’s exactly why I started The Streamlined Creative
I didn’t add educational resources to my design studio merely as a smart business move; I walked away from designing. I now can wholeheartedly dedicate my energy and expertise to helping designers like you streamline their processes and elevate their client experiences.
You need someone on your side who understands the frustrations of projects running out of scope and the struggles of explaining to clients that because their favourite colour is pink it does not mean it belongs in the colour palette for their branding. But I’m not here to teach you how I ran my design studio.
Instead, I roll up my sleeves, dig into the details with you, and develop a personalised strategy to help you build a design studio that runs seamlessly, establish more efficient processes, and leave your clients more satisfied
finally get confident in onboarding your clients
Where should I send your Onboarding Checklist?
