Freelance Graphic Designer's Client Onboarding Kit

by Kincaid and Le Companies LLC

The way you onboard a client determines the entire trajectory of the project. A smooth, professional onboarding process does four critical things: it establishes you as a professional (not just "someone who does design"), it sets clear expectations that prevent scope creep and misunderstandings, it gathers the information you need to deliver great work, and it protects both you and your client legally and financially.