From the Cliently Blog

Insights on client onboarding, productivity, and professional growth for modern freelancers and agencies.

November 5, 2023 • 5 min read

The #1 Client Portal for Graphic Designers

Tired of chasing huge PSD files & tracking feedback in messy emails? Discover why a client portal is a game-changer for graphic designers, streamlining asset collection and approvals.

November 2, 2023 • 4 min read

Email Alternative for Client Work: Why a Portal is Better

Is your inbox a mess of client requests and lost files? A dedicated client portal is the best alternative to email for managing projects. See how to streamline your workflow today.

October 30, 2023 • 5 min read

Client File Request & Document Collection, Made Easy

The ultimate guide on how to collect files from clients without the headaches. Stop the email chase and learn to use a secure document collection portal to streamline your workflow.

October 26, 2023 • 6 min read

5 Steps to a Flawless Client Onboarding Workflow

Perfect your client onboarding process with these 5 actionable steps. Build a repeatable client onboarding workflow to impress clients, prevent scope creep, and start projects faster.

October 22, 2023 • 4 min read

The Ultimate Client Onboarding Checklist Template

The client onboarding checklist is the key to preventing project delays and scope creep. Learn what to include in your client intake form and how to create a reusable template.

October 18, 2023 • 5 min read

How to Look More Professional & Command Higher Rates

Your onboarding process is a product. A clunky, email-based system undermines your credibility. Here’s how a streamlined client portal helps you justify premium pricing.

November 8, 2023 • 7 min read

The Ultimate Web Design Client Onboarding Checklist

Kick off web design projects perfectly with a comprehensive checklist. Get every logo, piece of content, and credential you need upfront with a free, reusable template.

November 12, 2023 • 5 min read

Onboarding Isn't Just a Checklist, It's the Start of Customer Success

Reframe your thinking: a great onboarding is your first and best tool for customer retention. Learn how a smooth initial experience leads to long-term client satisfaction and success.

November 15, 2023 • 4 min read

The Secret to Strong Client Relationships? A Flawless Onboarding.

Happy clients are repeat clients. Learn how the initial onboarding phase is the most critical step in building trust, setting expectations, and fostering long-term client relationships that grow your business.

November 10, 2023 • 3 min read

What Is Client Onboarding? A Complete Definition

Client onboarding is the process of welcoming new clients, gathering necessary information, and setting the stage for a successful project. Learn why this process is crucial for customer satisfaction and retention.

November 20, 2023 • 5 min read

How to Securely Collect Passwords and Credentials from Clients

Stop using insecure emails and spreadsheets. Learn the professional, secure way to collect client passwords, API keys, and other sensitive credentials without giving your clients (or yourself) a security nightmare.

November 22, 2023 • 6 min read

Cliently vs. Email/Google Drive: Why Your "Free" Onboarding System is Costing You Money

You think using email and Google Drive is free? Think again. Calculate the hidden costs of a disorganized onboarding process in terms of wasted hours, project delays, and a less professional image.

November 24, 2023 • 5 min read

"Could You Send That Again?" - How to End the Cycle of Chasing Client Files

That one sentence is a productivity killer. This guide breaks down the strategy and tools you need to get all your client assets upfront, eliminating the painful back-and-forth and starting projects on time.

November 26, 2023 • 8 min read

5 Best Client Portal Software for Freelancers in 2024

We review the top client portal software, comparing features, pricing, and ease of use. See how Cliently stacks up against the competition and find the perfect fit for your freelance business.

November 28, 2023 • 5 min read

The "Onboarding Fee": How to Monetize Your Professional Process

Stop doing unpaid administrative work. Learn how to frame and sell a "Project Setup & Onboarding Fee" to your clients, turning your polished process into a new revenue stream.

November 29, 2023 • 5 min read

Beyond the Checklist: How a Great Onboarding Reduces Scope Creep

Scope creep is a profit killer. Discover how a structured client onboarding process, centered around a detailed checklist, is your most powerful tool for setting boundaries and preventing project bloat.