088 Prevent 90% of Client Issues with Strong Onboarding


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Mar 05 2025 9 mins   1

In this episode, I look at how 90% of client issues can be prevented before they even start. If you've ever found yourself knee-deep in a project with clients pushing boundaries, questioning pricing, or expecting things you never agreed to, this episode reveals how strong onboarding can prevent these common frustrations.

I hope you enjoy the episode.

Beth xx

Episode Highlights:

• Why most client issues stem from lack of clarity, not difficult clients

• Three essential elements of strong onboarding

• How to set clear boundaries from day one

• The right way to communicate trade pricing

• Setting communication expectations that prevent burnout

Key Takeaways:

✨ Be crystal clear on scope before contracts are signed

✨ Explain trade pricing upfront and reinforce it in onboarding

✨ Set communication boundaries early (including response times)

✨ Create systems that remove emotion from difficult conversations

✨ Build repeatable processes you can use for every project

Practical Tips Covered:

• Creating clear scope documents • Handling revision requests confidently • Setting office hours and response times • Choosing preferred communication methods • Managing client expectations effectively

Perfect For:

• Designers struggling with scope creep • Anyone facing pricing pushback • Those feeling overwhelmed by client communications • Business owners wanting smoother projects • Designers ready to strengthen their processes


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