The first week sets the tone
Most client problems are missing information and unclear expectations. A short onboarding checklist prevents both.
Onboard a new client
Collect what you need, set how you will communicate, and start the work without a messy first week.
Curated by the DoPath team
- Steps
- 7 steps
- Time
- About 40 minutes
- Last updated
- Updated
What you’ll work through
- 01
The first week sets the tone
Introduction
- 02
Client
Text input
- 03
Main channel
Single choice
- 04
How to keep a record
Decision
- 05
Before you start
Checklist
- 06
Set the rhythm
Checklist
- 07
Useful pages
Resources
freelanceclientsonboarding
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