From the Cliently Blog
Insights on client onboarding, productivity, and professional growth for modern freelancers and agencies.
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
Email Alternative 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 to streamline your workflow today.
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October 30, 2023 • 5 min read
Client File Request & Document Collection, Made Easy
The ultimate guide on how to collect files from clients without the headaches. Stop the email chase and learn to use a secure document collection portal to streamline your workflow.
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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 Client Onboarding Checklist Template
The client 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.
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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. Here’s how a streamlined client portal helps you justify premium pricing.
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November 8, 2023 • 7 min read
The Ultimate Web Design Client Onboarding Checklist
Kick off web design projects perfectly with a comprehensive checklist. Get every logo, piece of content, and credential you need upfront with a free, reusable template.
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November 12, 2023 • 5 min read
Onboarding Isn't Just 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 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 10, 2023 • 3 min read
What Is Client Onboarding? A Complete Definition
Client onboarding is the process of welcoming new clients, gathering necessary information, and setting the stage for a successful project. Learn why this process is crucial for customer satisfaction and retention.
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