Looking for something? Search for: Client Onboarding Master the art of seamless client onboarding. Learn how to welcome new clients with swift data acquisition. How to use Google Drive for file requests June 5, 2025 - by Sylva Sivz Learn how to make file requests using Google Drive shared folders and some limitations of receiving files with Google Drive. Logo questionnaire template with 14 questions May 8, 2025 - by Caroline McCullough Your logo design questionnaire is one of the first things your client will see. Learn how to create a professional logo brief in this post. 40 questions for a social media survey (+free template) May 1, 2025 - by Sylva Sivz Learn how to create social media questionnaires to onboard new clients, what survey questions to include, and tools for sending clients your questionnaire. Client onboarding automation: How to streamline and simplify your onboarding process April 24, 2025 - by Nicholas Edwards Looking to streamline and enhance your onboarding process? Then look no further. In this article, we’ll explain everything you need to know about client onboarding automation. How to conduct online ID verification in Australia December 2, 2024 - by Drazen Vujovic Verifying your client’s identity is essential for the overall security of your business operations. In this post, we’ll explain how to conduct online ID verification for the Aussie market. 7 tips to improve B2B SaaS onboarding (examples included) November 12, 2024 - by Drazen Vujovic Client onboarding in the B2B SaaS field is tough, but it gets easier if you use the right tactics. In this post, we’ll show you 7 ways to improve your onboarding process. B2B onboarding checklist template November 10, 2024 - by Drazen Vujovic A B2B onboarding checklist makes it easier to get your new project up and running. In this post, we’ll show you a template you can use for frictionless client onboarding. A beginner’s guide to customer onboarding metrics August 21, 2024 - by Sylva Sivz Not sure what to track to measure the effectiveness of your onboarding process? Here are 5 customer onboarding metrics to track and what they’re all about. How to build an effective B2B customer success onboarding program August 10, 2024 - by Sylva Sivz Learn 5 key steps to building a strong B2B customer success onboarding program that will help you maximize customer satisfaction long-term. Creating a graphic design checklist for flawless project execution July 31, 2024 - by Sylva Sivz Discover how creating a graphic design checklist can help you create a structured workflow, streamline communication with your clients, and help you deliver exceptional work! How to create a Google Ads questionnaire (+free template) July 29, 2024 - by Drazen Vujovic Looking for a simple way to understand your clients’ advertising preferences? Read this post to see how to create a Google Ads questionnaire. 6 tips for enterprise onboarding success July 26, 2024 - by Sylva Sivz Discover 6 tips for designing a strong customer onboarding process that will impress your enterprise customers. How to verify your clients’ identity online July 5, 2024 - by Drazen Vujovic Identity verification is one of the pillars of digital-oriented businesses. In this post, we’ll show you how to successfully verify your clients’ identity online. Requirements gathering questionnaire (free template included) June 11, 2024 - by Drazen Vujovic Questions to ask in a requirements gathering questionnaire Why you need a client organizer and which one to choose May 27, 2024 - by Sylva Sivz Using a client organizer is a much more efficient way to collect information from clients than email. Discover the benefits and a few client organizer options in this post. How to improve your KYC onboarding process May 3, 2024 - by Drazen Vujovic Haven’t developed your KYC onboarding process yet? Read on to learn the basics of this concept and how to make it right using some of the best software solutions. Request access to Facebook page: A step-by-step guide October 19, 2023 - by Drazen Vujovic Accessing your client’s Facebook Page is often a daunting task. Read this post to learn how to do it in a few simple steps. Top 18 client onboarding tools to boost efficiency August 13, 2023 - by Drazen Vujovic Looking for better ways to welcome your new clients? Read on to learn about some of the best client onboarding tools for service companies. A comprehensive guide to white-glove onboarding August 3, 2023 - by Nicholas Edwards Looking to give your customers a white-glove onboarding experience? In this article, we cover everything you need to know. Improve your project intake process: A step-by-step tutorial July 18, 2023 - by Drazen Vujovic Looking to improve your project intake process? Read this post to see a step-by-step guide on how to manage project proposals. Web design intake form: 25 questions to include July 6, 2023 - by Drazen Vujovic Looking to simplify your website design projects? We’ll show you how to do that using a simple web design intake form. What is a project intake form — and how to make one May 9, 2023 - by Drazen Vujovic Not sure how to kick off your next project? Read our guide to learn what a project intake form is and how to create one for your organization. Why you need a document upload portal (plus the best tools for the job) March 28, 2023 - by Nicholas Edwards A secure document upload portal is essential for any kind of business. In this article, we’ll explain why, and highlight the best tools for the job. Why you should be using a creative request form — and how to write one March 19, 2023 - by Drazen Vujovic A content request form can help you improve client communication and align expectations from the start. In this article, we’ll explain everything you need to know. How to create the perfect design request form March 16, 2023 - by Nicholas Edwards To meet all your client’s design needs, you’ll need to use a design request form. In this article, we’ll explain everything you need to know. How to write a killer copywriting questionnaire March 2, 2023 - by Nicholas Edwards Want to know how to write the perfect copywriting questionnaire? We’ve got you covered. In this article, we’ll cover the questions you need to be asking. How to write a new client welcome email February 26, 2023 - by Drazen Vujovic Read this post to learn about the best new client welcome email tips, examples and templates. How to streamline your agency client onboarding August 29, 2022 - by James Rose Learn how to see your agency’s client onboarding process as an opportunity to impress new clients and a chance to set your projects up for long-term success. How to create file upload forms for your clients (a step-by-step guide) July 22, 2021 - by Helen Heidel This guide will show you how to create a file upload form using Google Forms and Typeform. Graphic design questionnaire: 30 questions to ask June 23, 2021 - by Sylva Sivz Get a handy list of 30 questions to ask clients in a graphic design questionnaire to avoid project failure.
