When You Book a Client, But They're Not Really "On Board"
Virtual Chapter Meeting Replays
06 Oct 2026
Client problems do not begin the moment a client pushes back, misses a deadline, questions the process, or asks for something outside the scope. They being much earlier, when the designer has not clearly established the rules of engagement--how the process works, what decisions the client will need to make, and what the designer needs from them to do great work.
Click here to watch the replay.
In this practical webinar, designers will learn how to use onboarding as a trust-building tool, not just an administrative checklist as well as how to set expectations earlier, explain their process more clearly, and create client-facing language that helps good clients become easier to lead.
Attendees will learn:
- Why "bad client behavior" is often trained unintentionally during the sales and onboarding process.
- How a designer's website can start building trust before the consult.
- How to clarify the designer's job, the client's job, scope, timeline, budget, and decision expectations.
- How to reinforce expectations throughout the onboarding and design process.
- How stronger onboarding leads to calmer projects, cleaner boundaries, faster approvals, and more confident clients.