Clients & FreelancingBeginner
Client Onboarding
PronunciationKLY-ent ON-board-ing
Definition
Client onboarding is the structured process of gathering necessary information, credentials, and legal agreements from a new client to begin a project. It ensures that both the freelancer and the client are aligned on expectations and have the access required to start working.
Where you hear it
In project management meetings, freelance business planning, and client communication.
Examples
We need to complete the client onboarding before we can start the development phase.
I have a standard checklist to streamline my client onboarding process.
Common mistake
Skipping the onboarding process to start coding immediately, which often leads to delays later when you realize you lack the necessary access or project requirements.
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