An onboarding process helps you figure out if the client will be a good fit. It sets expectations and gets the project off to a good, professional start.
To figure out your onboarding process, look at the interactions you’ve had with clients in the past and figure out which parts could be grouped together in a questionnaire or automated to save you time. Drawing diagrams is a great way to map out your process and refine it into as few steps as possible.
Always be open to improving your process. Look at where clients drop off and see what you could improve on, but remember that drop offs could just mean your onboarding is weeding out the wrong type of client.