Work & Business guide

Onboard a new client step by step

Welcome a new client with a clear agreement, contact details, expectations and a first-week plan so the work starts smoothly and payment is not delayed.

Estimated time: 1–2 hoursUpdated: 28 September 2026

Use this guide when a client has agreed to work with you and before the job or project begins. Have your quote or proposal, standard terms, invoice details and any forms or questionnaires you use ready.

Step by step

  1. Send a welcome message

    Thank the client, confirm what has been agreed and explain what happens next. Keep it short and friendly. Include your main contact details and the best way to reach you.

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