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Webinar: July 29th—Client Onboarding That Rocks

$0.00

Free Online Roundtable Discussion

July 29th, 2026

Winning projects doesn’t mean much if your onboarding process is a hot mess.

The way you welcome, organize, and guide new clients sets the tone for everything that follows. A strong onboarding process builds trust, creates a better client experience, reduces confusion, and helps projects run more smoothly from day one.

In this meetup, we’ll explore how freelancers and solopreneurs can create an onboarding process that feels professional, organized, and scalable … without making it overly complicated.

We’ll cover essentials like:

  • Estimates and proposals

  • Contracts and deposits

  • Project management and task tracking

  • File organization and client communication

  • Setting expectations and defining next steps

Then we’ll take it a step further and brainstorm ideas that elevate the client experience, such as:

  • Welcome Kits

  • “What to Expect When Working With Me” guides

  • Client onboarding questionnaires

  • Training or orientation videos

  • Automated workflows and templates

  • Client portals and resource hubs

Whether you’re building your onboarding process from scratch or looking to refine what you already have, you’ll walk away with practical ideas you can put to work immediately.

Because when your onboarding process is solid, you spend less time chasing information, answering the same questions over and over again, and putting out fires—giving you more time to do the work you love.

Join us and discover how to create a client experience that sets everyone up to win.

👉 Reserve your spot today.

Can’t make it? Register to get the replay.

Free Online Roundtable Discussion

July 29th, 2026

Winning projects doesn’t mean much if your onboarding process is a hot mess.

The way you welcome, organize, and guide new clients sets the tone for everything that follows. A strong onboarding process builds trust, creates a better client experience, reduces confusion, and helps projects run more smoothly from day one.

In this meetup, we’ll explore how freelancers and solopreneurs can create an onboarding process that feels professional, organized, and scalable … without making it overly complicated.

We’ll cover essentials like:

  • Estimates and proposals

  • Contracts and deposits

  • Project management and task tracking

  • File organization and client communication

  • Setting expectations and defining next steps

Then we’ll take it a step further and brainstorm ideas that elevate the client experience, such as:

  • Welcome Kits

  • “What to Expect When Working With Me” guides

  • Client onboarding questionnaires

  • Training or orientation videos

  • Automated workflows and templates

  • Client portals and resource hubs

Whether you’re building your onboarding process from scratch or looking to refine what you already have, you’ll walk away with practical ideas you can put to work immediately.

Because when your onboarding process is solid, you spend less time chasing information, answering the same questions over and over again, and putting out fires—giving you more time to do the work you love.

Join us and discover how to create a client experience that sets everyone up to win.

👉 Reserve your spot today.

Can’t make it? Register to get the replay.

About Your Host:

Copywriter by day. Freelance Rockstar by night. Julie Cortés lives, breathes, teaches, speaks, and coaches on all things creative self-employment. She’s run her own business for more than 25 years, is the founder of The Freelance Exchange of KC, and created a much-needed college-level course, Freelancing 101, for the KC Art Institute, where she taught as an adjunct professor for several years. Awarded dozens of times over for her work, leadership, volunteerism, and community involvement, Julie is regularly sought out for business coaching, media interviews, and speaking engagements. Julie is loving life, living out her passion for helping creative freelancers and solopreneurs succeed. Learn more.