How I Onboard Brand & Web Design Clients (Full Process Walkthrough)

If you’re a brand or web designer, your onboarding process matters more than you think. In this video, I’m walking you through exactly how I onboard brand and web design clients, from signed contract to kickoff call, so projects start smoothly, expectations are clear, and scope creep doesn’t sneak in.

This is my full client onboarding workflow, including how I handle contracts, payments, questionnaires, timelines, communication boundaries, and setting the tone for a premium experience. If you want better clients, fewer revisions, and more confident pricing, this process will help.

Try LaunchBay for Free: https://app.launchbay.com/register?utm_source=youtube&utm_medium=referral&utm_campaign=megan_weeks

Perfect for:
• Freelance web designers
• Brand designers
• Creative studio owners
• Designers trying to level up their client experience

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// WHERE TO FIND ME //

join my community or take my courses:
https://curatedcollectiveco.com/

instagram:
https://www.instagram.com/meganweeksdesign/

pinterest:
https://www.pinterest.com/meganweeksdesignco/

online portfolio:
https://meganweeksdesignco.com/

collaboration or business inquiries:
support@meganweeksdesignco.com

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// MY FREE GRAPHIC DESIGNER RESOURCES //

GET THE FREE WEBSITE DESIGN PROCESS GUIDE HERE:
https://view.flodesk.com/pages/6333c1377a59217f2325625c

PRE-WRITTEN EMAILS FOR YOUR GRAPHIC DESIGN BUSINESS:
https://view.flodesk.com/pages/6438202be83ecbda70778483

WEBSITE IN A WEEK PROCESS GUIDE:
https://view.flodesk.com/pages/64c0bb6ad206cffe61186544

BRAND DESIGN ROADMAP:
https://view.flodesk.com/pages/645bf9ca2efd35a7e39194b6

FREE LOGO DESIGN QUESTIONNAIRE:
https://view.flodesk.com/pages/63edbe7c8e06d4dae949448a

PROJECT MANAGEMENT WORKFLOW:
https://view.flodesk.com/pages/64aefc19e181ddda00ff25f5

HOW TO GO FROM HOURLY FREELANCER TO TRUSTED DESIGNER
GET MY FREE TRAINING VIDEO 💥
https://view.flodesk.com/pages/62f40298e5ea6b3d8aea4bf3

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// TAKE MY COURSES //

LOGO DESIGN: SIMPLIFIED
https://courses.curatedcollectiveco.com/courses/logo-design-simplified

DUBSADO DECODED: PROJECT MANAGEMENT
https://courses.curatedcollectiveco.com/courses/dubsado-decoded

GUIDE TO: LANDING GRAPHIC DESIGN CLIENTS
This course has 5 video led modules, a downloadable e-book and you will be able to join my community as well 💕
https://meganweeksdesignco.thinkific.com/courses/guide-to-landing-graphic-design-clients

✨ WordPress Website Design Course ✨
https://meganweeksdesignco.thinkific.com/courses/wordpress-website-design-course

✨ Custom Branding Process Course ✨
https://meganweeksdesignco.thinkific.com/courses/custom-branding-process/

NOW OFFERING BRAND + WEB DESIGN COURSES IN A BUNDLE 💥
https://meganweeksdesignco.thinkific.com/bundles/branding-and-wordpress-web-design

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// OTHER HELPFUL LINKS //

Join my email list for more helpful design tips:
https://view.flodesk.com/pages/61eed0f36114df05454c386a

LIKE MY EMAIL STYLE?! JOIN FLODESK FOR 50% OFF
https://app.flodesk.com/sign-up?ref=80647W

GET DUBSADO (my project management system):
https://www.dubsado.com/?c=meganweeks

SITEGROUND (my favorite website hosting for WordPress):
https://www.siteground.com/go/meganwdesignco

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*I do make a commission on some of the links in this description box. Thank you so much for the support.*

#graphicdesign