Strong Client Onboarding

​[Note: These workshops are part of our Notion Consulting Bootcamp course, click here to learn more]

​First impressions set the tone for everything that follows.

​You'll design an onboarding experience that builds confidence, gather the exact data you need to deliver exceptional work, and set crystal-clear expectations that prevent scope creep and misalignment.

​What we're focusing on:

• ​Client onboarding that sets a professional, structured tone

• ​Getting the right data and assets up front

• ​Setting expectations around scope, timeline, communication, and changes

​What we're building:

• ​Your complete onboarding kit: checklist, intake form, welcome email

• ​A scope and expectations one-pager

• ​A data request template tailored to your services