@hodgestudio: When I first launched my brand design studio (almost 3 years ago), I had no idea how to ‘onboard’ a client. So, I’m starting a mini-series where I share everything I wish I knew. From onboarding to positioning yourself for dream projects. If you’re going freelance (or already are but feel like you’re winging it), this is for you. Today we’re talking onboarding. Once you’ve got the right systems in place, it becomes quick, simple, and way more streamlined. Link the bio for my Notion Client Portal (includes my strategy questionnaire) and Contract template! #branddesigner #freelancerlife #creativebusiness #notiontutorial @Notion #ukfreelancer

hodgestudio | Brand Designer
hodgestudio | Brand Designer
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Region: GB
Friday 23 January 2026 18:30:43 GMT
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katiecreates.co
Katiecreates🎯 :
Yes love using notion for onboarding
2026-04-09 01:56:44
2
lisandroromanyach
Lisi :
the idea of a central Notion hub is genius! i'm using dreamlit ai for smoother communication with clients.
2026-02-23 00:57:25
357
hernndez.0107
️ :
great tips! customizing proposals is a game changer. btw, dreamlit ai helps me streamline my emails too.
2026-02-22 00:01:37
400
daaan.vr
Dan :
Quick one, I use Notion also but Notion there isn’t a setting where it only lets the click certain stuff they can basically edit it all and I feel like a client might accidentally and unintentionally edit something. How do you get around this ?
2026-01-24 07:37:38
39
clarexcroft
clarexcroft :
Having a client with an attention span long enough to fill in a Notion questionnaire sounds exceptional. I personally usually ask everything on a call and fill for them after. Otherwise the onboarding lasts weeks.
2026-03-17 17:25:21
2
heyalexa16
heyitsalexa :
Hey! Do you have the paid version of notion?
2026-02-14 06:56:54
0
hannahlane980
Hannah :
Do they pay first invoice up front?
2026-03-05 06:33:23
2
hliannakk
hlianna.designs :
do you charge for the first call? thanks in advance ❤️
2026-01-25 14:25:03
2
digitalwahl
Konstantin | Digitalwahl 🇨🇭 :
is it possible to buy that template
2026-01-24 10:57:34
6
dominika_tujka
dominika_tujka :
Hey why do you send your first invoice at the onboarding process? Is it like a portion of the total fee?
2026-01-24 07:19:40
6
georgiedarling
Georgie @ The Freedom Route :
A smooth onboarding process makes such a difference - sets the tone for everything that follows.
2026-04-01 15:13:56
0
superprincessenvy
superprincessenvy :
How do you make your contracts?
2026-01-24 20:49:10
5
clientenforce
ClientEnforce :
Having a clean onboarding is essential. Just make sure it isn’t complex or to long.
2026-02-09 15:13:57
6
z.roslinda
zroslinda on IG :
Hi! How to get the invoice for WISE? Thank you I am a starter in SMM as well🙏🏻
2026-02-26 03:01:54
1
890lls
L :
This is incredible!!
2026-01-25 17:37:27
1
kestowx
_Kestow :
Please tell me, what monitor are you using?
2026-02-17 15:28:28
1
jesspollard.wellbeing
jesspollard :
Sooo useful 😍👏
2026-01-26 19:17:30
1
coffee.loving.acc
Coffee Loving Accountant ☕️ :
There is so much to learn, this could be a heck of a series haha
2026-01-27 08:51:56
1
juni0rn0
Junior :
What template you use for the proposal
2026-01-23 20:42:06
7
mariaureliath
Maria Aurelia :
This is incredibly helpful ✨
2026-02-25 15:00:26
1
officialymkhenzy
officialymkhenzy :
Can you send me your template. I’m a web dev trying to go freelance
2026-02-12 11:07:55
1
femalembodied
Deb Guy Embodiment Specialist :
Great thanks
2026-01-24 04:53:52
1
appleuser67869582
appleuser67869582 :
This is so good! I'm missing thie
2026-01-24 10:24:10
1
samanthaai_freelance
Samantha AI | Freelance :
I have been notion for a while and it’s been worth it.
2026-06-25 14:12:05
0
getcompasscrm
getcompasscrm :
Really good info that I wish I had when I started as a freelance photographer. I’m currently building a platform that will hopefully be helpful for freelancers.
2026-06-28 19:57:13
0
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