How do you handle onboarding/kick-off after getting a client?

After someone agrees to work with me, I usually send a mix of docs, links, and emails explaining everything.

It works, but feels fragmented, and clients still ask questions I thought I covered.

Feels like there should be a cleaner way to guide them through everything.

Curious how others handle this.

Posted Apr 9, 2026, 8:05 PM UTC

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