The Onvoy blog
Practical guides for freelancers and small agencies on intake forms, collecting files and access, welcome packets, and onboarding processes your clients will actually finish.
Good onboarding isn't a 40-page playbook. It's seven steps in the right order, done the same way every time. Here's the process and an afternoon plan to set it up.
Read the guide →Most onboarding checklists are written for enterprise teams with onboarding managers. This one is for people who do the client work and the onboarding.
Read the guide →The follow-up email that starts with “Just bumping this…” is a process problem, not a client problem. Here's how to fix the process.
Read the guide →Every question on your intake form costs you a little completion rate. Here's what earns its place, what doesn't, and how to structure the form so clients actually finish it.
Read the guide →A welcome packet isn't a brochure — it's the answer to every question your client is too polite to ask. Here's a two-page outline that does the job.
Read the guide →When a client stalls on your forms, the instinct is to blame the client. Usually the form earned it. Five common causes, five fixes.
Read the guide →You don't need software to onboard three clients a year. You probably do need it at three a month. Here's how to tell which side of that line you're on — and what to look for.
Read the guide →