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Creating a Client Onboarding System That Works
Dustin Pead Dustin Pead

Creating a Client Onboarding System That Works

If you're like most creative agency owners I work with, your client onboarding process probably looks something like this: frantically searching through old emails for that project questionnaire you used last time, copying and pasting welcome messages at midnight, and wondering why you're reinventing the wheel with every new client.

I've been there. For years, I thought being "flexible" meant having no system at all. But here's the truth I've learned after two decades in the creative trenches: systems don't restrict creativity – they create the space for it to flourish.

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Client Management 101
process Dustin Pead process Dustin Pead

Client Management 101

As a creative professional, managing clients is just as crucial to your success as honing your craft. Client management goes beyond delivering excellent work—it’s about

  • setting expectations

  • building relationships

  • and ensuring a smooth collaboration process.

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