Client Onboarding - Complete walkthrough

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Rachel will cover her full process of onboarding / off-boarding clients including the way she is using Asana to manage the process.
00:00 Intro
02:03 Onboarding tools overview (project management, contracts, communication)
06:03 Project Management with Asana
12:00 Onboarding email
14:30 Welcome pdf
20:10 Contract
22:00 Onboarding clients on Asana
23:14 Kick-off call
23:54 Off-boarding tips
24:23 Final off-boarding call
25:34 Final invoice
25:53 Delivering assets and off-boarding presentation
26:41 Testimonial and feedback form
27:45 Discount for future collaborations and referrals
28:34 Check-in with clients later on
29:30 Overview
Tools Mentioned:
Flux Notion Template (free) - www.flux-academy.com/resource...
Asana - asana.com/
Learn how to do better web design, charge higher prices, and work with better clients on this free workshop:
www.flux-academy.com/resource...
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Find me on other social media platforms:
Instagram: / ransegall
Twitter: / ransegall
LinkedIn: / ran-segall-0b582a33
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Gear & Book Recommendations: bit.ly/2ohFOuj
#webdesign #freelancer #entrepreneurship
Thanks for watching the video Client Onboarding - Complete walkthrough!

Опубликовано:

30 июл 2024

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Комментарии : 169

@kevinbaculi 2 года назад

This is beautiful! The welcome PDF is brilliant! I'll definitely implement this to my business.

@eli.alcaraz 2 года назад

Thank you for this, Rachel! This was really insightful and quite timely. My goal for the next year is to streamline my process and being able to get a glimpse of how you onboard and offboard your clients is invaluable. I can definitely imagine your clients feeling absolutely cared for and how they would happily refer you to their peers just from the experience alone. Anyway, I will have to rewatch this as there are insights here that I will have to take note of and unpack. Thank you, Rachel! Looking forward to more videos from you, happy new year!

@vladimirpetroski7089 2 года назад

Thank you so much for this video. It's greatly needed for us beginner designers to know what lies ahead and I personally would like to see more of this type of content, I'm glad you're expanding your topics.

@garethellison01 2 года назад

Wow! I am new to design and had no idea of the process. I had done a little research but was just moving intuitively. This is an incredible insight into what I should be aiming for. I honestly had no idea the depth you go into for setting up communication and overall enhancing the whole experience for them. Thanks so much. 😀

@davidhorn5549 2 года назад

Love this Rachel - brilliant video, very clear and helpful. Thanks for sharing. You ask what types of videos we would like to see more of ... definitely this side of it: the business processes. Love it.

@SoyBalta 2 года назад

This is a great resource. Thank you Rachel and Flux team!

@CandyPam13 2 года назад

Amazing, this was so well articulated and thorough - please do more videos on best practice client management and engagement - I'd love to see something on how you prepare Brand Identity Guidelines - there are loads of templates but I'd love your views on what's important especially for a start up lead by minds that don't generally understand or think about design value in the way us creatives do. Amazing content guys keep up the good work!

@Sam-fq5zi Год назад

This video is gold! Filled with super valuable information, thank you!

@danilo_z 2 года назад

Soooooo insightful! I love it, Rachel! Thanks for this video

@alexpearl3155 2 года назад

this is amazing value Rachel, defiantly going to be testing out using a welcome pdf

@vasileiospanagopoulos 2 года назад

I've said numerous times that I have gained so much knowledge from Flux and this video is yet another solid example of invaluable information handed out. The PDF is awesome! I noticed that others also enjoyed it and are now asking to purchase it. Please count me in as well!

@abbeyjv 9 месяцев назад

Thank you Rachel! This video is one of the most practical and useful. The process you explained is very methodical and systematic. You are right communication and keeping the client updated is very important. I am sure to positively impact customer satisfaction in crease the connect with them and by implementing what you have suggested. You really articulated the entire process so well.

@antoinettekminor 11 месяцев назад

I have been trying to figure out how to create an onboarding process with Asana and this is gold. Thank you!

@amardeepsingh1478 2 года назад

Hey Rachel, Thank you so much 🙏 for making this video. This video is full of value. Keep doing what you do....you're awesome 👏

@curanp2 2 года назад

Thanks for sharing, I'm only a beginner dev but it's always great learning from other people who know what they're doing :D

@tomasmtj123 2 года назад

Thank you for this, Rachel! This was really illuminating.

@giovanniatalmi2347 2 года назад

Thank you. Very useful, well structured and clearly explained. Looking forward to your next video.

@user-wh1kj9wu9x 5 месяцев назад

Thanks a lot! So informative as always! Rachel you`re enthralling!

@micawilczynski312 Год назад

Great content and very helpful to align all necessary steps! Thank you!

@Hanske1967 Год назад

Great great great video (as usual). 🙌. Thx for your advices. Can’t wait for the next video to come .)

@angadsingh1081 2 года назад

This video was super helpful! Please upload more such videos on covering the other aspects of project management. Also love from India! ❤️🇮🇳

@kennygamonez4788 4 месяца назад

Love it, thank you for inspiring everyone Rachel!

@abdulwahab2179 2 года назад

An amazing process, Thanks for sharing Rachel :)

@abahgift6428 2 года назад

This video is pure gold. Thank you.

@Blaze0647 Год назад

Had to rewatch this a couple of times to get it but it's brilliant!

@markuskowalski 2 года назад

Thank you for these detailed insights, that was super helpful!

@JeremyMuradesign 2 года назад

Good job Rachel great process here.

@tekuankuan3611 Год назад

what a great video thank you so much i watched all the way to the end and really learned so much

@shadedshotsphotography 4 месяца назад

Thank you for creating this video and sharing your experience. That was a ton of great and useful information for me.

@Chwuik2 Год назад

I loved that welcome pdf! thank you for sharing

@russellthompson5181 2 года назад

Great information! I've been freelancing for a while. And there is info here that will really help me up my game! THANKS

@rachelhurry3449 2 года назад

Glad you enjoyed it Russell!

@mindwatcher4169 7 месяцев назад

Excellent tutorial on onboarding clients!

@charlgauche8389 Год назад

Super good video. Thank you Rachel!

@Sulanboujetbeauty 5 месяцев назад

Theee absolute best video I needed ❤🎉

@sevencaye 2 года назад

This is good stuffs, we will immediately implement it in our process. Thanks

@amandabiwoye456 2 года назад

Omg Loved, Loved, Loved This😍😍😍

@KarlSolano 2 года назад

This is amazing and insightful!! Thank you!

@FluxAcademy 2 года назад

So glad to hear - more to come! 🙌

@bailey6759 2 года назад

Excellent video! Thank you!

@suvendroseal1724 2 года назад

Thank you for making this, please create more freelance videos.

@chazh2o 2 года назад

This is amazing!! Thank you so much!!!

@rujainem 2 года назад

This video is super valuable, thank you!!

@simonlarragy9376 Год назад

Thanks Rachel. That was fantastic

@nicosmat 2 года назад

This is really valuable! I like Rachel a lot :)

@TrondHus Год назад

That PDF-template / Welcome document is really pure gold. It will make you stand out against others. Your professional level with this document is raising you way above your competitors. My gut feeling tells me I will spend my weekend(s) to create such a document to help onboarding clients. Such a great video and a huge inspiration.

@thebros1532 Год назад

Pretty great hey. Especially since she just purchased it from thefutur lmao. Anyone can get this.

@zahidmangi 2 года назад

Thanks for sharing your knowledge for free

@ayrhow5626 2 года назад

It's always interesting finding South Africans in the wild like this

@joshuamatzner1451 2 года назад

😂🤣😂 I noticed immediately. She definitely brought the GEES

@Protoscribe 2 года назад

I know right. I was like hey thats my accent but you don't expect to hear it on Flux for example...

@shuaibkadir8657 2 года назад

Lol shoutout sa

@rachelhurry3449 2 года назад

@@joshuamatzner1451 Lekker as it should be! ✌️

@SomeRandomDesigner Год назад

Bro

@rebrainwiring 2 года назад

I just got 2 clients yesterday & didn't know what to do, & i was really stressed .now i know . Thanks alot

@rachelhurry3449 2 года назад

So glad you found the vid! Good luck with your new clients!

@FluxAcademy 2 года назад

You got this YahiaELID! And if anything goes wrong, we're all making mistakes and learning. 👊

@monique_weaktopeak Год назад

This was so informative! Thank you for sharing this 🙌. I would love to see a video of how to price your client projects appropriately and how you go about this. I struggle so much and am always unsure about how much I should charge.

@joshbennett5119 2 года назад

Definitely bits a gold in here. Great vid. Thanks for sharing your process.

@emiliod90 2 года назад

Very insightful 😊 thanks for sharing

@iDooppiie 2 года назад

thank you so much! i really learned a lot in this video. THIS is premium content hahaha

@FluxAcademy 2 года назад

Thank you! 🙏 💜

@SamuelGarijo Год назад

This was AMAZING!

@jahidaktar717 2 года назад

So much of value 🔥

@elxaviben 5 месяцев назад

This video was so incredibly valuable! thank you!

@FluxAcademy 5 месяцев назад

Glad it was helpful!

@misterjuls 2 года назад

Great video, very useful thanks!

@jonmichaelhalvorson Год назад

So goooood. Ty💜

@alexandervanlohen4229 2 года назад

Thank you for your great input!

@gastonrasgido8071 2 года назад

Great video, thanks!

@jeriahhercules1354 2 года назад

This is a goldmine of a video, thank you so much. Working on creating my first ever proposal for myself and this is a HUGE help. Are you able to share a copy of the pdf?

@brookstonecreativestudio5580 Год назад

This was so helpful thank you

@austinandriese 2 года назад

Love this Rachel! Lots of freelance gold in this vid. Would love to hear about your process with initial contact and how you lead into this onboarding process. Do you get the “yes let’s work together” before creating these templates? Or is this something you send them in substitute to a proposal? Just curious since I’ve tried a few things and have yet found the right method for me and my clients

@rachelhurry3449 2 года назад

Great idea Austin - I’ll put it on the list for a vid in 2022 ✌️✨

@dariorossi7579 2 года назад

@@rachelhurry3449 Thanks Rachel for these suggestions, it’s a wonderful way to care about the client and establish a real collaboration. As asked in the comment I’m replying on, I'd find very useful to see how you handle the phase before what you illustrated here, the one that goes from the very first client contact and request to the proposal and deposit's invoice, because it’s the one I struggle the most. All the best 😀

@Waqas4hmed Год назад

Really amazing content on this channel. Thanks to Ran Segall

@fizakhatri6505 8 месяцев назад

Incredible!

@Me.Cheyito Год назад

Extraordinary clear 😱

@Buxeyjo Месяц назад

thank you for the video very interesting

@juanssal Год назад

great advice thanks!

@njengathegeek Год назад

This video carried the most value than I ever expected. I am just requesting some templates and if ok I can contact Rachel privately

@alexjosephstudio4427 2 года назад

Really helpful, thanks!

@FluxAcademy 2 года назад

No, thank you! :D

@TheMr82k 2 года назад

Interesting this is helpful for non designer as well

@christinejuanillas654 Год назад

Hi Rachel.. Thank you for this very informative video. I am learning and new to Client onboarding, and this video inspired me. I decided to try Asana as my Project Management tool as I was attracted to the façade of your board in this video. Quick question, though... How did you change your background color to black? I want to change mine too into dark color so it would look more professional. Thanks.

@BenWeeks Год назад

Love all this. It might be too much for an illustration project. But for media buying and creative campaign, the system would be even more detailed. I'm most used to the former but may move into more complex projects that this could help with so thank you.! fyi: 15:14 No "e" in smooth. :)

@beautybycarito397 2 года назад

oh Rachel! video was amazing. Thank you so much. Was wonder if you can share that asana template with me? tia

@SaadAlShiekhAli-sg4dl Месяц назад

this is crazy useful

@FluxAcademy Месяц назад

Glad to hear!

@nyhconcepts Год назад

awesome!

@BenSmithBortey Год назад

Hi Rachel.. Thank you for this very informative video. I have a question about your Asana board. What goes in the Intergrations and final checklist section?

@t_n_t_o6519 2 года назад

Great Video! What do you mean by Services and Info Guide (16:15)? What is the difference between the Brand Guidelines?

@pedroroque8681 2 года назад

This well broken down, although my experience tells me a lot of these steps are just a waste of time and although clients want to be treated well they also like to avoid wasting time with unnecessary steps. Great video though!

@jeffreyonuigbo 2 года назад

Hey loving this video, that glitch in your browser, know what's causing it? I'm having the same problem on my phone's Chrome browser

@studiomonty Год назад

Do you allow the client access to the full board? Or only for certain cards, lanes, etc? I'm using clickup and it's interesting for me to have checklists for some of these cards, but I'm sure it's not interesting for the client to see my internal processes.

@riazejaz93 Год назад

Hi Rachel, My question is: What is the most effective way to begin a project with a client after cold calling has worked well? If anyone can help me out with the entire roadmap, I would appreciate it. Many thanks!

@emmajoydesign 15 часов назад

How do you navigate acquiring payment details for reoccurring subscriptions that are required for the website build? Do you ask the client for the banking details in the beginning or do you have to have the client do that themself? Thanks so much for the awesome video.

@ReggieMontinola Год назад

Thank you so much for sharing this.. Could we get a template of those templates? like asana

@pauljamieson803 2 года назад

This question concerns Webflow (sorry as this is not exactly on topic).. I am just starting out and would like to know how you work with several clients based on web creation from a cost-out method? Is there a way to set several users up so they get charged by webflow (to their individual credit card) for usage? At the moment it only allows 1 payment option (that I can find). Any help would be great! thx

@johnjones6238 2 года назад

Amazing

@duetforge8803 2 года назад

Thank you Rachel...I needed this video, I am new to the UK as a logo designer and I have spent months not being able to start the business here because I have zero idea of what documents and processes need to be put in place to ensure my client perceive me as a professional.... this video with Matts video are answering all my questions. I would love if there was a way for me to have a 1 on 1 meeting to ask more personal questions regarding starting a design career here in the UK.

@rachelhurry3449 2 года назад

Thanks for watching Duet! Starting a business can be so overwhelming. Mentorship might be coming soon in the new year so keep an eye on my Instagram for updates and maybe we can organise 🙏

@duetforge8803 2 года назад

@@rachelhurry3449 thank you...Will keep an eye out

@romainerena3242 Год назад

Great video, thank you! Do you know if you can share template in Asana?

@renosance8941 Месяц назад

Ironically, what I learned the most from this was OFFboarding, and how to properly structure it lol.

@edwincastro Год назад

I really like this welcome pdf, is there a template for it that can customize for my own?

@GRNM-ro6hu Год назад

Question: Shouldn't you know the Website Goal before you start the web project? How would you make an estimate without these informations?

@chrisrosch4731 2 года назад

this was really awesome. extremely professional process while still maintaining a human connection. Loved the PDF. Btw, any chance to buy the template for either Asana or the PDF?

@rachelhurry3449 2 года назад

Really great ideas - working on a resource shop as we speak 🙌

@christoph7875 2 года назад

@@rachelhurry3449 sweet. fancy giving me a copy? will try to give as much valuable feedback as I can :) sry for the shameless question

@chrisrosch4731 2 года назад

@@rachelhurry3449 any update on the shop? :)

@nikb7995 2 года назад

Hello Rachel just a q. About the contracts who did u get ur contracts done by a lawyer or did u find templates online cause I need a little help with those, thanks