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Animators' Guide For Client Onboarding Process

Do you need a repeatable process you can use to onboard every new client?

Here are 7 simple but systematic onboarding steps you can try as a new freelance animator:

Animators' Guide For Client Onboarding Process

1. Present a proposal and get it approved as soon as possible.
2. Customize the contract according to your new client's project details.
3. Once the contract is signed, send a deposit invoice to your client.
4. Prepare an onboarding questionnaire.

1. Present a proposal and get it approved as soon as possible.
2. Customize the contract according to your new client's project details.
3. Once the contract is signed, send a deposit invoice to your client.
4. Prepare an onboarding questionnaire.

5. Set up a deliverable workspace and send an invite to your client.
6. Set up a feedback workflow and coordinate it with your client.
7. Get to work!

5. Set up a deliverable workspace and send an invite to your client.
6. Set up a feedback workflow and coordinate it with your client.
7. Get to work!

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