Onboarding starts the moment an inquiry lands in your inbox.
This flow gives you the structure to earn trust, signal professionalism, and make it easy for clients to say yes.
This flow gives you the structure to earn trust, signal professionalism, and make it easy for clients to say yes.
But what actually is onboarding?
Most designers think onboarding is a process that begins once a contract is signed and an invoice is paid. In reality, onboarding is the entire journey a client takes with you from their first inquiry until the moment their project officially begins.
Why does onboarding matter?
When you have a clear onboarding structure, you send important signals. You show potential clients you are intentional, professional, and prepared. That builds trust, sets a higher standard, and makes it easier to justify higher prices.
If any of these sound familiar, you’re not alone:
You panic whenever a new inquiry comes in
You believe onboarding starts when the client says yes
You’re great at design, but the business side is challenging
You know you want to be more professional, but aren’t sure how
You wish you had a clear client flow from inquiry to project start
A smooth, structured onboarding shapes how potential clients perceive you and how confident they feel moving forward. Without it, you create unnecessary friction that makes it harder to turn inquiries into clients.
Create a seamless experience from inquiry to kickoff call
The Onboarding Flow is an e-book that includes ready-to-use templates to help you move clients smoothly from inquiry to project start in 7 unmissable steps.
The Inquiry
The Studio Guide + Canva Template
The Discovery Call
The Proposal + Canva Template
The Contract & Invoice
The Welcome Guide + Canva Template
The Kickoff Call
Maybe you’ve been here before:
Inquiries coming in, but not enough turning into booked projects
You don’t feel like you’re presenting yourself the way you want to be seen
You want to book high-end clients but aren’t sure how to position yourself
The moment a new client reaches out, they’re looking for signs that you know what you’re doing. If your process feels unclear, even the smallest doubt can make them walk away. A clear onboarding removes that doubt and makes saying yes the natural next step.
The onboarding flow
Your complete guide to creating a smooth, professional onboarding experience.
What’s Included In The E-Book:
The Inquiry
The Studio Guide + Canva Template
The Discovery Call
The Proposal + Canva Template
The Contract & Invoice
The Welcome Guide + Canva Template
The Kickoff Call
$100 → $70
With The Onboarding Flow, you:
Build trust early, making it easier for clients to say yes
Share your pricing with greater clarity and confidence
Have a simple, repeatable flow that removes guesswork
Streamline your booking process so you save time and energy
Create a client experience that feels thoughtful from the beginning
We created The Onboarding Flow to take the stress and guesswork out of starting projects. Instead of scrambling through scattered steps, you’ll have a clear, consistent system that shows clients you are professional, prepared, and worth investing in.