66. Habit of the Week: Review Your Onboarding Procedures

Review your onboarding procedures to create a smoother, more professional start for every new client.

What You’ll Learn:

• Why a consistent onboarding system builds client trust and improves project flow.
• How to audit and streamline your emails, roadmap, and communication touchpoints.
• Tools and strategies to automate repetitive tasks and reduce overwhelm—for you and your clients.

Practical Steps to Get Started:

1. Audit Your Emails – Turn repeated info into templates to save time and ensure consistency.
2. Outline Your Roadmap – Map the full process from signed contract to launch, including check-ins.
3. Pace the Communication – Limit to 1–2 clear emails a week to avoid overwhelming your client.
4. Include Key Admin Info – Add payment details, shared file access, and booking links.
5. Automate Where You Can – Use tools like Make or Zapier to streamline repetitive admin tasks.

Who This Episode Is For:

Web designers and solopreneurs ready to stop winging it and start delivering a polished, consistent onboarding experience that sets the tone for success.

Reflection on Last Week’s Habit:

Start a Client Newsletter

Last week, I focused on launching a client newsletter—a habit that reinforces connection and keeps my clients in the loop. Choosing FloDesk helped me keep the process simple, and planning ahead with a content strategy made it more manageable. Sharing my schedule, updates, and helpful tips not only reminded clients of the services I offer but also strengthened relationships. I’ll continue refining my approach based on feedback and analytics.

Resources Mentioned:

Profitable Project Plan from Jennifer Bourn

Agency Mavericks (Formerly WP Elevation) From Troy Dean

About your host: Cami MacNamara, better known as WebCami, has 20+ years of experience running a successful one-person web design business. She’s a former Seattle WordPress Meetup volunteer (2018–2023), a WordPress speaker, and the author of the Web Designer Habits newsletter (formerly HabitsWP). Cami also moderates the WebCami Cafe Facebook group, a supportive space for web designers. With over 600 websites designed and 200+ managed monthly, she’s passionate about sharing habits and strategies to help web designers be happier and more productive.

Sign up for updates at WebDesignerHabits.com and join my Facebook group at WebCamiCafe.com for more tips and accountability. Connect with me at WebCami.com and don’t forget to tune in next Sunday for another habit and another episode. Let’s keep building better habits together!