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Client Onboarding and Offboarding: Everything That Matters, Briefly Print

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The whole category in one page.

WHY THE START MATTERS

A disorganised beginning produces a client who chases you throughout.

A consistent process costs an hour to design and almost nothing to repeat.

BEFORE STARTING WORK

Terms agreed in writing, and the deposit received.

A client unwilling to pay a deposit is a warning.

THE MOST VALUABLE PART OF ANY PROPOSAL

The exclusions list. Stating what is not included prevents most disputes.

REQUEST EVERYTHING AT ONCE

Piecemeal requests over weeks look disorganised and delay the work.

One list, with reasons and a deadline.

THE COMMUNICATION RULE

Tell them when they will hear from you, then do.

Send the update even when there is nothing to report. Silence is read as a problem.

FOR SCOPE CREEP

Name it the first time, kindly, and quote it separately.

The first unbilled addition establishes that additions are free.

FOR DELAYS AND PROBLEMS

Tell them early. Told early it is minor; discovered late it is a breach of trust.

HOW A RELATIONSHIP ENDS

Determines what the client says about you afterwards.

Hand over fully, promptly, without obstruction. It costs an hour and buys a reputation.


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