From the Cliently Blog
Insights on client onboarding, productivity, and professional growth for modern freelancers and agencies.
December 12, 2023 • 7 min read
Automated Client Onboarding for Freelance Web Designers: Save Hours & Wow Clients
Tired of chasing assets and clarifying briefs? Discover how automated client onboarding for freelance web designers can transform your workflow, impress clients, and free you up to do what you do best: design.
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December 10, 2023 • 6 min read
Why You Need Secure Client Document Upload Portal Software
Using email or consumer file-sharing for client files is a major liability. Learn why secure client document upload portal software is the professional standard for protecting data and building trust.
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December 8, 2023 • 5 min read
No-Login Client Portal: The Key to a Frictionless Experience
"I forgot my password." Three words that kill momentum. Discover how a no-login client portal tool using "Magic Link" access creates a frictionless experience that clients love.
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December 6, 2023 • 8 min read
Best Client Onboarding Software for Solopreneurs in 2024
As a solopreneur, your time is your most valuable asset. We compare the best client onboarding software designed for the unique needs of a one-person business: simplicity, affordability, and a professional image.
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December 5, 2023 • 8 min read
How to Become a Freelancer (and Get Your First Client)
Ready to leave the 9-to-5? This comprehensive guide breaks down how to become a freelancer, from identifying your skill and setting your rates to landing that crucial first client.
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December 4, 2023 • 5 min read
Boost Your Client Experience with a Portal That Uses Magic Link Access
Discover how a client portal with magic link access eliminates password headaches and creates a seamless, modern onboarding experience that will delight your clients and set you apart from the competition.
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December 2, 2023 • 6 min read
Pay Per Project: The Future of Affordable Client Onboarding Software
Tired of monthly SaaS fees eating into your profits? Discover the power of pay per project onboarding software, a model designed for the fluctuating income of freelancers and agencies.
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December 1, 2023 • 7 min read
How to Get Clients Online: A 5-Step Guide for Freelancers
Struggling to find new clients? This guide breaks down the 5 essential steps to attract, win, and retain high-quality clients online, turning your skills into a thriving business.
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November 30, 2023 • 5 min read
Replace Email for Client Onboarding: Why Modern Businesses Are Making the Switch
Is your inbox a mess of client requests and lost files? A dedicated client portal is the best alternative to email for managing projects. See how you can replace email for client onboarding and streamline your workflow today.
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November 26, 2023 • 8 min read
5 Best Client Portal Software for Freelancers in 2024
We review the top client portal software, comparing features, pricing, and ease of use. See how Cliently stacks up against the competition and find the perfect fit for your freelance business.
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November 24, 2023 • 5 min read
"Could You Send That Again?" - How to End the Cycle of Chasing Client Files
That one sentence is a productivity killer. This guide breaks down the strategy and tools you need to get all your client assets upfront, eliminating the painful back-and-forth and starting projects on time.
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November 22, 2023 • 6 min read
Cliently vs. Email/Google Drive: Why Your "Free" Onboarding is Costing You Money
You think using email and Google Drive is free? Think again. Calculate the hidden costs of a disorganized onboarding process in terms of wasted hours, project delays, and a less professional image that caps your earning potential.
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November 20, 2023 • 5 min read
How to Securely Collect Passwords and Credentials from Clients
Stop using insecure emails and spreadsheets. Learn the professional, secure way to collect client passwords, API keys, and other sensitive credentials without giving your clients (or yourself) a security nightmare.
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November 15, 2023 • 4 min read
The Secret to Strong Client Relationships? A Flawless Onboarding.
Happy clients are repeat clients. Learn how the initial onboarding phase is the most critical step in building trust, setting expectations, and fostering long-term client relationships that grow your business.
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November 12, 2023 • 5 min read
Onboarding Isn't a Checklist, It's the Start of Customer Success
Reframe your thinking: a great onboarding is your first and best tool for customer retention. Learn how a smooth initial experience leads to long-term client satisfaction and success.
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November 10, 2023 • 4 min read
What Is Client Onboarding? A Complete Definition for Freelancers
This article covers the client onboarding meaning and process. Learn why properly welcoming new clients and gathering information is crucial for customer satisfaction and retention. We will define client onboarding and explore its key components.
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November 8, 2023 • 7 min read
The Ultimate Web Design Client Onboarding Checklist
Kick off web design projects perfectly with this comprehensive checklist. Get every logo, piece of content, and credential you need upfront with a free, reusable template.
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November 5, 2023 • 5 min read
The #1 Client Portal for Graphic Designers
Tired of chasing huge PSD files & tracking feedback in messy emails? Discover why a client portal is a game-changer for graphic designers, streamlining asset collection and approvals.
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November 2, 2023 • 4 min read
The Best Alternative to Email for Client Work: Why a Portal is Better
Is your inbox a mess of client requests and lost files? A dedicated client portal is the best alternative to email for managing projects. See how you can replace email for client onboarding and streamline your workflow today.
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October 30, 2023 • 5 min read
How to Collect Documents from Clients, Made Easy
The ultimate guide on how to collect documents from clients without the headaches. Stop the email chase and learn to use a secure document collection portal to streamline your workflow and get what you need faster.
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October 26, 2023 • 6 min read
5 Steps to a Flawless Client Onboarding Workflow
Perfect your client onboarding process with these 5 actionable steps. Build a repeatable client onboarding workflow to impress clients, prevent scope creep, and start projects faster.
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October 22, 2023 • 4 min read
The Ultimate Freelancer Onboarding Checklist Template
This freelancer onboarding checklist is the key to preventing project delays and scope creep. Learn what to include in your client intake form and how to create a reusable template to streamline your process.
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October 18, 2023 • 5 min read
How to Look More Professional & Command Higher Rates
Your onboarding process is a product. A clunky, email-based system undermines your credibility and caps your rates. Here’s how a streamlined client portal helps you justify premium pricing.
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