In this lesson, we walk through the full client journey, from first contact to final handoff, and show you how to make every step feel seamless, intentional, and professional. You’ll learn why building systems isn’t just about saving time, but about creating a high-end experience that clients remember (and rave about).
We’ll break down the onboarding flow in a way that feels simple but powerful - including how to run a standout discovery call, what to include in your proposals, contracts, and invoices, and how to use welcome packs or client portals to instantly build trust.
Welcome Pack Template
Proposal Template
Module 2 PDF Guide
Downloads
MODULE 2: Onboarding & Offboarding Clients
Notion Designer Portal
Take 10–15 minutes to answer these prompts in your notes or a journal:
- Identify 3 moments in your client journey where clear communication is essential (e.g. proposal, feedback, final delivery)
- For each moment, jot down what you want to communicate, how you'll say it, and where it will live (e.g. in your welcome guide, during a call, via Slack)
- Bonus: Write one sentence that sets a clear expectation, like “Feedback is due within 3 days to keep the project on track.”
YOUR PLAYBOOK PRACTICE
