This simple, versatile template (formatted in A4 Landscape) is ideal for levelling up your onboarding process. Managing expectations with clients is the key to a happy, successful project. This template is a refined version of the one I use in my onboarding process (watch a video about this process HERE)and includes 15 pages of editable text that you can adapt to suit your business and processes. Created in Adobe Indesign to allow for the most flexible customisation, this template has been designed with any creative business owner who works with clients on daily basis, not just designers. This guide will help you lay a strong foundation for working with clients and help you avoid scope creep, missed deadlines and communication failures.
If you are unsure the template will be right for you, please reach out to Rachel@mokabrandstudio.com for help and I'll gladly answer any questions.