How I onboard a new client

Onboarding in the creative industry is similar to how an employer does the same for a new hire. Both are tied to introducing someone to your product or service and team, the latter of which is myself – the Creative Director. Right now I offer a Showit Template Remodel service for those that love my templates but need assistance customizing it so it’s a true reflection of their brand and business.

For any successful project to take shape, you have to first introduce a prospect to your ways of running your business. Just as your Brand and Website is an immersive experience between you and your people, a designer would want to foster a good client experience as well to lead to a successful project for you – one thats easy and has been is honed over several years to deliver an exceptional experience for you. 

With these steps laid out I hope you get a glimpse of how I’m welcoming clients into my brand and setting the tone going forward. 



Before any work can start I make sure prospects can easily reach out through two different contact forms. 

If you wish to book me for the Showit Remodel Service (contact here), you should reach out and share your project details. I will respond within 24 hours.

This is give me a greater understanding of your needs and goals, and how I may or may not be able to address them. 


After I receive an inquiry I’ll review and determine if I’d like to proceed with a consultation. If I feel we might not be suited to work together, I’ll send you a polite email explaining why and if possible, will send you a referral for another design studio that might align with your needs. 

If I give you the green light, we’ll chat to discuss your goals for your branding and website, the issues you’re experiencing now, etc. I also ask how much you’re willing to invest as well. I’ll take notes throughout which will influence the next step of the process. 


Then I’ll go over the logistics of your project so you know all the work involved and costs breakdown for each component. In my proposal you get a great overview of everything you’d need to know in working with me. My payment schedule is broken down as well. If you agree to the plan, let’s put it into action! 


Once I receive the go-ahead you would like to work with me, I will then send over a Contract – one of the final steps in the booking process. I invite you to look it over and reach out if you have any questions. 


Once the contract is signed by both parties, I send over an invoice for the first payment through Quickbooks. 

It’s through this program I keep track of all my accounting, so it’s useful to have all payments in one place for my business. 

A kick-off gift is emailed to you!

Your date is reserved! I love little surprises in getting clients as excited and eager to start the project as I am, so I’ll send a gift card your way to brighten your day and keep the momentum going! 

Brand & Website Clarity Workbook

Now it’s time to gather important information surrounding the project. 

A solid process for creating your unique branding and website wouldn’t be possible without clear and concise direction, and this fillable PDF workbook will help you define aspects your brand you might not even considered before. Along with your preferences and input along the way, this workbook will help guide the creative process from branding to website development. 

I’ll check in with you as you fill it out to see how everything is coming along and if you have any questions. I like to have this completed before the start date to keep our project on its timeline. 


That’s my onboarding process in converting a prospect from a lead to an invested client ready to start their project. It’s important to welcome clients with ease, and hopefully this process shows you how I do so in order to steward your brand or business as if it were my own!

At By Stephanie Design my mission is to help entrepreneurs make a stunning and enduring online impression. Through Showit lets propel your business forward and equip you with the tools necessary to make us better by design. 

February 12th, 2023


the blog

owner & creative director of
by stephanie design 

Let's work together 

By Stephanie Hamilton