This is beautiful! The welcome PDF is brilliant! I'll definitely implement this to my business.

Thank you for this, Rachel! This was really insightful and quite timely. My goal for the next year is to streamline my process and being able to get a glimpse of how you onboard and offboard your clients is invaluable. I can definitely imagine your clients feeling absolutely cared for and how they would happily refer you to their peers just from the experience alone. Anyway, I will have to rewatch this as there are insights here that I will have to take note of and unpack. Thank you, Rachel! Looking forward to more videos from you, happy new year!

This is a great resource. Thank you Rachel and Flux team!

Soooooo insightful! I love it, Rachel! Thanks for this video

This video is gold! Filled with super valuable information, thank you!

Thank you so much for this video. It's greatly needed for us beginner designers to know what lies ahead and I personally would like to see more of this type of content, I'm glad you're expanding your topics.

Wow! I am new to design and had no idea of the process. I had done a little research but was just moving intuitively. This is an incredible insight into what I should be aiming for. I honestly had no idea the depth you go into for setting up communication and overall enhancing the whole experience for them. Thanks so much. 😀

Hey Rachel, Thank you so much 🙏 for making this video. This video is full of value. Keep doing what you do....you're awesome 👏

Thank you for this, Rachel! This was really illuminating.

I have been trying to figure out how to create an onboarding process with Asana and this is gold. Thank you!

Amazing, this was so well articulated and thorough - please do more videos on best practice client management and engagement - I'd love to see something on how you prepare Brand Identity Guidelines - there are loads of templates but I'd love your views on what's important especially for a start up lead by minds that don't generally understand or think about design value in the way us creatives do. Amazing content guys keep up the good work!

Love this Rachel - brilliant video, very clear and helpful. Thanks for sharing. You ask what types of videos we would like to see more of ... definitely this side of it: the business processes. Love it.

this is amazing value Rachel, defiantly going to be testing out using a welcome pdf

Thanks a lot! So informative as always! Rachel you`re enthralling!

This session was really well put togther .. one of my key business goals this year is to be better at on boarding and this wll set me on the right course Thanks Rachel!

I've said numerous times that I have gained so much knowledge from Flux and this video is yet another solid example of invaluable information handed out. The PDF is awesome! I noticed that others also enjoyed it and are now asking to purchase it. Please count me in as well!

Great great great video (as usual). 🙌. Thx for your advices. Can’t wait for the next video to come .)

Thank you. Very useful, well structured and clearly explained. Looking forward to your next video.

Love it, thank you for inspiring everyone Rachel!

Thank you Rachel! This video is one of the most practical and useful. The process you explained is very methodical and systematic. You are right communication and keeping the client updated is very important. I am sure to positively impact customer satisfaction in crease the connect with them and by implementing what you have suggested. You really articulated the entire process so well.

An amazing process, Thanks for sharing Rachel :)

This video is pure gold. Thank you.

Great content and very helpful to align all necessary steps! Thank you!

This video was super helpful! Please upload more such videos on covering the other aspects of project management. Also love from India! ❤️🇮🇳

Thanks for sharing, I'm only a beginner dev but it's always great learning from other people who know what they're doing :D

Thank you for creating this video and sharing your experience. That was a ton of great and useful information for me.

Great information! I've been freelancing for a while. And there is info here that will really help me up my game! THANKS

@rachelhurry3449

2 жыл бұрын

Glad you enjoyed it Russell!

what a great video thank you so much i watched all the way to the end and really learned so much

Super good video. Thank you Rachel!

This is amazing and insightful!! Thank you!

@FluxAcademy

2 жыл бұрын

So glad to hear - more to come! 🙌

I loved that welcome pdf! thank you for sharing

This video was so incredibly valuable! thank you!

@FluxAcademy

5 ай бұрын

Glad it was helpful!

Omg Loved, Loved, Loved This😍😍😍

Excellent tutorial on onboarding clients!

Thank you for these detailed insights, that was super helpful!

Had to rewatch this a couple of times to get it but it's brilliant!

That PDF-template / Welcome document is really pure gold. It will make you stand out against others. Your professional level with this document is raising you way above your competitors. My gut feeling tells me I will spend my weekend(s) to create such a document to help onboarding clients. Such a great video and a huge inspiration.

@thebros1532

Жыл бұрын

Pretty great hey. Especially since she just purchased it from thefutur lmao. Anyone can get this.

Thanks Rachel. That was fantastic

This video is super valuable, thank you!!

Theee absolute best video I needed ❤🎉

Excellent video! Thank you!

This is amazing!! Thank you so much!!!

thank you so much! i really learned a lot in this video. THIS is premium content hahaha

@FluxAcademy

2 жыл бұрын

Thank you! 🙏 💜

This is really valuable! I like Rachel a lot :)

This is good stuffs, we will immediately implement it in our process. Thanks

Definitely bits a gold in here. Great vid. Thanks for sharing your process.

Thank you for making this, please create more freelance videos.

This was AMAZING!

Thanks for sharing your knowledge for free

Very insightful 😊 thanks for sharing

So much of value 🔥

Good job Rachel great process here.

Great video, very useful thanks!

This was so informative! Thank you for sharing this 🙌. I would love to see a video of how to price your client projects appropriately and how you go about this. I struggle so much and am always unsure about how much I should charge.

So goooood. Ty💜

Incredible!

This was so helpful thank you

Great video, thanks!

Thank you for your great input!

Love this Rachel! Lots of freelance gold in this vid. Would love to hear about your process with initial contact and how you lead into this onboarding process. Do you get the “yes let’s work together” before creating these templates? Or is this something you send them in substitute to a proposal? Just curious since I’ve tried a few things and have yet found the right method for me and my clients

@rachelhurry3449

2 жыл бұрын

Great idea Austin - I’ll put it on the list for a vid in 2022 ✌️✨

@dariorossi7579

2 жыл бұрын

@@rachelhurry3449 Thanks Rachel for these suggestions, it’s a wonderful way to care about the client and establish a real collaboration. As asked in the comment I’m replying on, I'd find very useful to see how you handle the phase before what you illustrated here, the one that goes from the very first client contact and request to the proposal and deposit's invoice, because it’s the one I struggle the most. All the best 😀

I just got 2 clients yesterday & didn't know what to do, & i was really stressed .now i know . Thanks alot

@rachelhurry3449

2 жыл бұрын

So glad you found the vid! Good luck with your new clients!

@FluxAcademy

2 жыл бұрын

You got this YahiaELID! And if anything goes wrong, we're all making mistakes and learning. 👊

Extraordinary clear 😱

thank you for the video very interesting

Really amazing content on this channel. Thanks to Ran Segall

This is a goldmine of a video, thank you so much. Working on creating my first ever proposal for myself and this is a HUGE help. Are you able to share a copy of the pdf?

Really helpful, thanks!

@FluxAcademy

2 жыл бұрын

No, thank you! :D

great advice thanks!

this is crazy useful

@FluxAcademy

27 күн бұрын

Glad to hear!

This video carried the most value than I ever expected. I am just requesting some templates and if ok I can contact Rachel privately

oh Rachel! video was amazing. Thank you so much. Was wonder if you can share that asana template with me? tia

It's always interesting finding South Africans in the wild like this

@joshuamatzner1451

2 жыл бұрын

😂🤣😂 I noticed immediately. She definitely brought the GEES

@Protoscribe

2 жыл бұрын

I know right. I was like hey thats my accent but you don't expect to hear it on Flux for example...

@shuaibkadir8657

2 жыл бұрын

Lol shoutout sa

@rachelhurry3449

2 жыл бұрын

@@joshuamatzner1451 Lekker as it should be! ✌️

@SomeRandomDesigner

Жыл бұрын

Bro

awesome!

Hi Rachel.. Thank you for this very informative video. I am learning and new to Client onboarding, and this video inspired me. I decided to try Asana as my Project Management tool as I was attracted to the façade of your board in this video. Quick question, though... How did you change your background color to black? I want to change mine too into dark color so it would look more professional. Thanks.

Interesting this is helpful for non designer as well

Love all this. It might be too much for an illustration project. But for media buying and creative campaign, the system would be even more detailed. I'm most used to the former but may move into more complex projects that this could help with so thank you.! fyi: 15:14 No "e" in smooth. :)

Great Video! What do you mean by Services and Info Guide (16:15)? What is the difference between the Brand Guidelines?

This well broken down, although my experience tells me a lot of these steps are just a waste of time and although clients want to be treated well they also like to avoid wasting time with unnecessary steps. Great video though!

Amazing

Hi Rachel.. Thank you for this very informative video. I have a question about your Asana board. What goes in the Intergrations and final checklist section?

Great video, thank you! Do you know if you can share template in Asana?

Hey loving this video, that glitch in your browser, know what's causing it? I'm having the same problem on my phone's Chrome browser

Thank you so much for sharing this.. Could we get a template of those templates? like asana

Ironically, what I learned the most from this was OFFboarding, and how to properly structure it lol.

I really like this welcome pdf, is there a template for it that can customize for my own?

Great Value 👍

@FluxAcademy

2 жыл бұрын

🙌

Sublime 👌

Thank you Rachel...I needed this video, I am new to the UK as a logo designer and I have spent months not being able to start the business here because I have zero idea of what documents and processes need to be put in place to ensure my client perceive me as a professional.... this video with Matts video are answering all my questions. I would love if there was a way for me to have a 1 on 1 meeting to ask more personal questions regarding starting a design career here in the UK.

@rachelhurry3449

2 жыл бұрын

Thanks for watching Duet! Starting a business can be so overwhelming. Mentorship might be coming soon in the new year so keep an eye on my Instagram for updates and maybe we can organise 🙏

@duetforge8803

2 жыл бұрын

@@rachelhurry3449 thank you...Will keep an eye out

this was really awesome. extremely professional process while still maintaining a human connection. Loved the PDF. Btw, any chance to buy the template for either Asana or the PDF?

@rachelhurry3449

2 жыл бұрын

Really great ideas - working on a resource shop as we speak 🙌

@christoph7875

2 жыл бұрын

@@rachelhurry3449 sweet. fancy giving me a copy? will try to give as much valuable feedback as I can :) sry for the shameless question

@chrisrosch4731

2 жыл бұрын

@@rachelhurry3449 any update on the shop? :)

Hi Rachel, My question is: What is the most effective way to begin a project with a client after cold calling has worked well? If anyone can help me out with the entire roadmap, I would appreciate it. Many thanks!

Could you do a video on contracts?

This question concerns Webflow (sorry as this is not exactly on topic).. I am just starting out and would like to know how you work with several clients based on web creation from a cost-out method? Is there a way to set several users up so they get charged by webflow (to their individual credit card) for usage? At the moment it only allows 1 payment option (that I can find). Any help would be great! thx

Can you please share the website contract template? :)

Question: Shouldn't you know the Website Goal before you start the web project? How would you make an estimate without these informations?

Were the contract templates anywhere for download?

Do you allow the client access to the full board? Or only for certain cards, lanes, etc? I'm using clickup and it's interesting for me to have checklists for some of these cards, but I'm sure it's not interesting for the client to see my internal processes.

How do I request more information for help with branding?

Is there any way to get this PDF? It would mean the world to me!

Is it possible to receive a template for the Welcome PDF?

Maybe some sort of a live on boarding ROLE PLAY would also be helpful @rachel hurry (I dont know what the setup would lool like).... Basically a two way interaction e.g rachel as the desiner and ran as the client. something like this . otherwise this video has opened my mind to alot in terms of hospitality and managing client relations and expectations during a project - the experience is important

Hello Rachel just a q. About the contracts who did u get ur contracts done by a lawyer or did u find templates online cause I need a little help with those, thanks