How to onboard a new client in under 10 minutes
First impressions matter. Here's the exact onboarding flow we recommend for freelancers who want to look instantly professional — from the first email to the signed contract.
The first 10 minutes of a new client relationship sets the tone for the entire project. If your kickoff process is cluttered with messy email threads, loose questionnaires, and expiring links, clients will feel anxious. A structured onboarding process builds instant trust.
The Power of First Impressions
A professional kickoff makes clients feel confident and supported. Move your onboarding from cluttered emails to a dedicated client portal software dashboard. Prolanse lets you create secure workspaces branded with your logo, colors, and domain in under 2 minutes.
Set Up Their Workspace Portal
Begin by creating their dedicated dashboard. Upload their logo, define a clear subdomain, set up key project milestones, and add onboarding documents like kickoff briefs or contracts inside their file repository.
Send the Frictionless Magic Link
Invite your client using secure, passwordless magic links. They log in instantly with a single click from their email, with no passwords to remember or lose.
Collect Briefs & Kickoff Tasks
Use portal checklists and private chats to collect briefs, assets, and copywriting inputs. By organizing kickoff details inside their portal, you keep details clear and start the project smoothly.
Manage freelance client relationships professionally.
Give each client their own branded client portal, track project milestones, share project files, and accept payments with 0% platform fees.
Create Your Free Client Portal