Hey <<First Name>>,

I posted a question on LinkedIn, "I keep hearing people say ‘I've gotta get my client welcome packet together.’ What exactly is that?” Responses included: instructions on how to markup a PDF, notes about what may cause a price increase, how to send files, the best way to get in touch, etc.

Some designers who do this with gigantic documents with pages and pages (and pages). Rules, rules, and rules. There’s a time and place for everything, and your “welcome packet” may not be very welcoming.

Imagine you are the client on the other side of this? You’ve just signed on to work with someone, and now they’re sending you a giant document full of restrictions and attempts to define every detail. Yikes.

I believe the onboarding process really can be welcoming. Get the contract signed, get the payment, and get moving. You can outline the most important things, but not make them a hindrance.

ICYMI, check out my Client Onboarding Toolkit: a simple, 4-step digital course that helps you create your own, simple intake process that starts the project right. Organized, in-the-know, relaxed and welcoming :)

Cheers!

WordPress for Virtual Conferences

Want to do a virtual conference, but don’t want to look like everybody else? Going virtual— even when you have 2,000+ attendees—can still be successful and connective! It can still provide attendees a unique experience that is reflective of your company. And it can all be done with WordPress!

Read on ›

Do your clients need a “welcome packet”?

You’re excited to work with your new client. You want them to know what to expect. But let’s not overdo it, folks! Every person and project is unique, sure, but if you try to define every detail it’s impossible—and it’s going to make everyone tired. Aren’t we already tired enough?

Read on ›

Do you need a better way to onboard clients?

My Client Onboarding Toolkit is a simple, 4-step digital course designed for creatives. Turn prospects into paying clients with more clarity, sanity, and confidence than ever before.

CHECK OUT MY CLIENT ONBOARDING TOOLKIT

About Jill Anderson

Whether you need a website for yourself or for your client, I love partnering with talented designers, writers, and creatives to craft custom, responsive WordPress websites. Let’s collaborate to build a strong online presence you’re excited to share with the world.

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Thanks for reading!

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Jill Lynn Design
115 Mary Wallace Way
Dallas, GA 30157
770 313 9343

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