Ep. 188 - The onboarding phase of a web design project (i.e., after the client pays and gets started) is one of the most important yet overlooked steps in the entire web design process.

It is often a challenging aspect of the project because, if not done correctly, it can be extremely time-consuming for YOU the designer and can set the stage for a negative experience for your client.

Luckily, there are a few simple tweaks you can make to your onboarding process to save you time, make your clients feel empowered and pumped up and make you look like a total pro.

In this podcast episode, I’m excited to have repeat guest and seasoned web design professional Brad Hussey who shares his proven process for saving time, automating and making a kick-ass onboarding experience for web design clients.

This one is filled with massive GOLD so bring an ax and get ready to dig it!

P.S. Sorry for the dad joke but sometimes I can’t help myself 🤷‍♂️

In This Episode

00:00 - Introduction
03:46 - Greeting to Brad
09:00 - Letting all clients go
12:15 - Starting over
14:31 - Necessity to productize
16:45 - SOP hang-ups
19:25 - Boundaries for creatives
30:00 - Process effort = results
33:30 - Pick a day & full pay
34:47 - Trello over Basecamp
36:37 - Scripted video
37:36 - Lengthy questionnaire
39:36 - Competition research
41:54 - Copywriting pitches
44:07 - Give a deadline
48:52 - What to do with feedback
52:13 - Be like a ninja
55:58 - More work at first
57:04 - Set up a fail-safe process
1:01:49 - Start with your next client

Connect with Brad and get all the links and resources mentioned in the episode at:

https://joshhall.co/188

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