What color t-shirt to wear when you send files. :) 

These days, there can be this pressure to define every aspect of how you work with a client … and how you expect them to work with you. I know some designers who do this with gigantic documents with pages and pages (and pages). 

Rules, and rules, and rules.

There’s a time and place for everything, and your initial “welcome” packet (not very welcoming) isn’t the place.

Imagine being 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. You’re giving them money and they’re giving you a whole bunch of reading to do and regulations to follow (hard work). 

I believe the onboarding process really can be welcoming (and simple for everyone involved)! That's why I created The Client Onboarding Toolkit:
A simple process for clarity, sanity, and confidence for creative professionals.

Read my blog post here: Do your clients really need a “welcome packet”?

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Hi, I’m Jill, a web designer/developer who partners with talented designers, copywriters, and agencies on their websites, and their client’s sites. I’m passionate about crafting beautiful and innovative WordPress websites focused on clear positioning and positive user experiences. See my work & get my free report, Get Your Website Done: 12 Actionable Steps for Designers.

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