When it comes to a new client project, the onboarding process is the most complicated and time-consuming part of it all. There’s the initial part of deciding whether the client is a good fit, waiting for a proposal to be accepted, getting the contract signed, invoice paid and all of the setup that comes after that.
It’s a lot to remember and work through. That’s why having a simple onboarding process for web design projects is so important. You’ve got to keep in mind though, that just because the final process is going to be simple, it doesn’t mean creating it will be.
This isn’t going to be a one-sitting setup, but I promise you, it’s 100% worth it. Take it from someone whose onboarding process used to take 5+ hours (yes, it’s true).