Back-and-forth emails to get client information is not how it should be done.
In this short article, I show you how to onboard clients the easy way.
From:
• What is client onboarding?
• The client onboarding process
• Information you need from a client
• How to create a client onboarding intake form
Let's get into it!
What Is Client Onboarding?
The process of getting clients up to speed with your work style, processes, and expectations.
Another key aspect of client onboarding is gathering information about the client’s needs and goals.
Client Onboarding Process
There are many ways to onboard clients.
You can use email or use tools.
Wix Studio has Client Kits that make this easy:
And so does ClientManager:
What's nice is it's all organized in one place for every client.
The back-and-forth emails can be frustrating, so at least try them out.
Info Needed From A Client
It's different for each project, but here's a guideline:
• Purpose and Goals
• Target Audience
• Branding Guidelines
• Content
• Functional Requirements
• Design Preferences
• Budget and Timeline
• Maintenance and Updates
Here are some questions you can ask a client:
Creating A Client Intake Form Fast
Try Wix Studio Client Kits and ClientManager - then use what you prefer.
The point of all of this is it results in a successful collaboration and avoids potential misunderstandings or disputes.
Read more about this process and how to create an effective client onboarding intake form here
Consider trying out Wix Studio + Client Kits here.
Until next time 🙂
- Kyle