DiscoverSmall Business Strategy Podcast: Service-based Business and Non-ProfitsHow to Create a Client Onboarding Process with Jacqueline Farkas
How to Create a Client Onboarding Process with Jacqueline Farkas

How to Create a Client Onboarding Process with Jacqueline Farkas

Update: 2022-01-27
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Have you ever dreamed about what your master plan looks like to get your dream client to say “Yes” to working together? 


You've worked endless hours trying to craft a Success Recipe to land your  dream client but panic slightly, because you haven't built out your  client on boarding process yet. Cue: this episode!


We’re covering the basics that go into your onboarding process, email workflows, how to structure your workflow and more.


Specifically, we talk about:



  • My strategy-based onboarding workflow

  • The importance of a contact form

  • My tips for sending out proposals: how to format it and what to include

  • How to define your creative workflow


Connect with Jacqueline Farkas


- Learn More: ⁠⁠⁠⁠⁠https://jacquelinefarkas.com/about⁠⁠⁠⁠⁠


- Instagram: ⁠⁠⁠⁠⁠https://www.instagram.com/jacquelinefarkas_/⁠⁠⁠⁠⁠


- LinkedIn:⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.linkedin.com/in/jfarkas14⁠⁠⁠⁠

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How to Create a Client Onboarding Process with Jacqueline Farkas

How to Create a Client Onboarding Process with Jacqueline Farkas

Jacqueline Farkas