@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
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
️ :
great tips! customizing proposals is a game changer. btw, dreamlit ai helps me streamline my emails too.
2026-02-22 00:01:37
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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
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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
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heyitsalexa :
Hey! Do you have the paid version of notion?
2026-02-14 06:56:54
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Hannah :
Do they pay first invoice up front?
2026-03-05 06:33:23
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hlianna.designs :
do you charge for the first call? thanks in advance ❤️
2026-01-25 14:25:03
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Konstantin | Digitalwahl 🇨🇭 :
is it possible to buy that template
2026-01-24 10:57:34
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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
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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
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superprincessenvy :
How do you make your contracts?
2026-01-24 20:49:10
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ClientEnforce :
Having a clean onboarding is essential. Just make sure it isn’t complex or to long.
2026-02-09 15:13:57
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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
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L :
This is incredible!!
2026-01-25 17:37:27
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_Kestow :
Please tell me, what monitor are you using?
2026-02-17 15:28:28
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jesspollard :
Sooo useful 😍👏
2026-01-26 19:17:30
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Coffee Loving Accountant ☕️ :
There is so much to learn, this could be a heck of a series haha
2026-01-27 08:51:56
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Junior :
What template you use for the proposal
2026-01-23 20:42:06
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Maria Aurelia :
This is incredibly helpful ✨
2026-02-25 15:00:26
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officialymkhenzy :
Can you send me your template. I’m a web dev trying to go freelance
2026-02-12 11:07:55
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Deb Guy Embodiment Specialist :
Great thanks
2026-01-24 04:53:52
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appleuser67869582 :
This is so good! I'm missing thie
2026-01-24 10:24:10
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Samantha AI | Freelance :
I have been notion for a while and it’s been worth it.
2026-06-25 14:12:05
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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
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