Rachel will cover her full process of onboarding / offboarding clients including the way she is using Asana to manage the process.

00:00 Intro
02:03 Onboarding tools overview (project management, contracts, communication)
06:03 Project Management with Asana
12:00 Onboarding email
14:30 Welcome pdf
20:10 Contract
22:00 Onboarding clients on Asana
23:14 Kickoff call
23:54 Offboarding tips
24:23 Final offboarding call
25:34 Final invoice
25:53 Delivering assets and offboarding presentation
26:41 Testimonial and feedback form
27:45 Discount for future collaborations and referrals
28:34 Checkin with clients later on
29:30 Overview

Tools Mentioned:
Flux Notion Template (free) https://www.fluxacademy.com/resource...
Asana https://asana.com/

Learn how to do better web design, charge higher prices, and work with better clients on this free workshop:
https://www.fluxacademy.com/resource...

Find me on other social media platforms:
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Twitter:   / ransegall  
LinkedIn:   / ransegall0b582a33  

Gear & Book Recommendations: http://bit.ly/2ohFOuj

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Thanks for watching the video Client Onboarding Complete walkthrough!