Onboarding Without the Overwhelm
Your process makes sense to you. Because you built it. But is it easy for your client?
A pay-what-you-can workshop for designers ready to make their client onboarding easier to run and easier to experience.
You know your onboarding by heart. You know what the form is asking for, what happens after they book, what "kickoff call" means.
Your client doesn't know any of that yet.
They're reading the same emails, filling out the same form, and none of it comes with the context you're carrying in your head.
This workshop is about finding where that gap actually shows up, and closing it.
Map your current onboarding and spot where the gap between what you know and what your client knows is costing them effort
Learn three shifts that close that gap: accessibility, cognitive load, and emotional labor
Leave having fixed your weakest step, not just identified it
What's included:
90-minute live session with time to implement
Replay with transcript for 90 days
Journey map template and a 3-lens ease checklist
DIY next-steps guide
Who it's for:
Web and brand designers (or other creative service providers), solo to small teams
Already running intake forms, proposals, discovery calls
Ready to see onboarding the way a first-time client actually experiences it
Accessibility note: Live captions enabled. Recordings with transcripts provided. Materials in accessible formats. Need something else? Email you@yourdomain.com.