For designers, writers, freelancers, & creative professionals
The Client
Onboarding Toolkit
A simple 4-step digital course for converting a prospect into a paying client with clarity, sanity, and confidence
Going after new business can be exciting.
“Woohoo—my marketing’s paying off! A prospect is interested in me. I just know
I’m the right person for them!”
And winning business can make your week.
“Yay, they chose me for their project! I can’t wait to get started and show them my creativity!”
But, OMG, it can also be extremely stressful!
“Ugh. Here comes the paperwork part and everything I need to communicate. I’ve got to make a great first impression and stay organized this time. Where to begin… Where to begin…”
Hi, I’m Mo Dyani of Mo Dyani Design. I make custom Webflow websites for creative professionals. I’ve been working with designers and other creative business owners for almost 20 years. You are my people!
I know, from talking with so many of you, that it’s easy to get overwhelmed with everything it takes to bring on a new client.
- You have to vet them.
- Have the money talk.
- Write the proposal.
- Craft the contract.
- Schedule a kick-off call.
- Gather project requirements.
- And eventually invoice them. (Though that’s the fun part!)
Managing the business side of your creative business takes time and energy.I know from experience.In the early years of my business, my client intake process was messy, confusing and time-consuming. Definitely nothing to be proud of.It took me a few years (and tears) to figure out how to structure and refine my client onboarding efforts into the efficient gazelle-of-a-process it is today!And now I’m excited to share this process with you!
The secret sauce to onboarding clients like a pro
Want to know how I did it?
My end goal has always been to build a business that allows me to enjoy life outside of it.
But onboarding clients was dragging me down, so I built a best-practices framework and became obsessed with creating a repeatable process that worked for me and my business.
So I tested my system.
Refined it.
Perfected it.
My process works!
Soon, I realized I’d cracked the code. My ability to onboard clients like a pro is a key reason I’ve been able to grow my business from the very first website I created—to now having completed hundreds!And, it’s also helped me win and retain long-term clients.
I love to set up client relationships for success, right from day one. The client is happy. I’m happy. We’re all good!
My proven system brings in raves from clients, too.
“You’re so organized, Mo”
“I can see I’ll be in good hands with you.”
“I can’t wait for you to build my website.”
Some of my clients even asked to use my system in their business. Now that’s the ultimate compliment! And these kudos got me thinking…
I should build a Client Onboarding Toolkit for creative professionals!
While I could have kept this process to myself, that’s not how I roll. I knew creative pros could get the same benefits I’ve experienced all these years. And it made me feel happy to know I could help them.
Say hello to my labor of love
From prospect to paying client
The Client Onboarding Toolkit
This simple, 4-step digital course is designed for you, the people I work with every day—busy creative professionals who need to onboard clients more efficiently. You’re tired of wasted efforts, endless back-and-forth communications and feeling like you don’t always make a great first impression.
If the business side of working with clients often sends you into a panic, my Toolkit is for you! It brings clarity to the process, keeps you sane and boosts your onboarding confidence—and your client’s confidence in you.
My Toolkit is also for you if:
“Save yourself some time and heartache when it comes to onboarding new clients. Mo has taken everything I taught her, added her own experience and smarts, then distilled it into a simple process so that her fellow creatives can learn from her experience. The Client Onboarding Toolkit is genius!”
What’s Inside the Client Onboarding Toolkit
My Toolkit has everything you need to onboard clients like a pro, with 4 essential steps in a digital course format that walk you through my time-tested process.
Step. No. 1
Define the Terms of Your Contract
In this module you’ll learn:
- Why my contract-first approach (even how it’s organized here in this Toolkit—it’s first!) is one you’ll want to copy
- What to include in the contract, everything from terms and conditions to deliverables to grant of rights
- Why you might want to “lawyer up” (hire one) and whether a small project is worthy of a contract
- How to talk about and implement your contract—and what to do if you get client pushback
- My resources round-up for creating and sharing contracts, guaranteed to get you in a “contracts are a must” state of mind
Step No. 2
Qualify and Vet the Prospect
In this module you’ll learn:
- How your site’s contact form can qualify prospects right from the get-go
- How automating call scheduling saves time for you and your clients
- Which online schedulers to consider (including my fave) and how to train clients to use one
- What to say—and what not to say—on a consultation call
- How to identify red flags in a consultation call and how to turn things around (but only for well-qualified prospects)
Step No. 3
Show Me the Money
In this module you’ll learn:
- Why I say no project is real until you receive a deposit
- How to package your services and make your pricing less complicated
- What specifics to look for when selecting accounting software (and the one I rely on)
- How to craft a project-winning message for each estimate you deliver
- An easy-to-follow formula that gets clients signing on the dotted line right away
Step No. 4
Prepare for a Strong Kickoff
In this module you’ll learn:
- Why a project questionnaire (or creative brief) is a must for each client project you take on
- What to say in your kick-off email so that clients know what they are responsible for
- How to communicate a content-first approach to make sure the project starts off strong and how to get the client to comply
- How to help clients gather content in the right formats and easily deliver it to you
Wait, there’s more…
From prospect to paying client
Resources Galore!
In addition to my Toolkit’s step-by-step advice and veteran pro tips, you’ll get helpful resources, templates and tools to use in your business. Here’s what you’ll find in the Resources section of the Toolkit—the go-to tools, apps and templates I use each day:
“The Client Onboarding Toolkit is an amazing reference for veteran and newbie creatives. It is written in a clear and concise manner that leads you through best practices on onboarding your clients. I was able to start and stop when needed, so I could implement, do other work, and come back to the next steps in my own time. As a designer who has been running my business for 35 years, it taught me many things that I need to edit in my business to make client onboarding run smoother. A must tool for all creatives!”
The Client Onboarding Toolkit might NOT be for you if…
Although I believe my digital course will work for most any creative business owner I know, there may be exceptions. You should skip this Toolkit if you:
- Need help finding and then marketing to your best prospects.
- Want a CRM to store prospect and client information.
- Already have a system that’s working well for you (lucky you!)
“I’m pulling back the curtain on my client-winning process, breaking everything down into actionable steps you can put in place for onboarding your clients. My proven system will save you time, trouble and tears so you can get back to the part you love—the creative work!”
- Marius Andersen of Mo Dyani Design & the creator of the client onboarding toolkit
About me
Call me a geek, a designer, or a drummer—but nothing makes me happier than bringing creative ideas to life on the web.
For me, it all began with a curious mix of creativity and curiosity. I started out experimenting with design for fun, and before I knew it, I was hooked.
Over time, that passion turned into a full-time career where I’ve had the chance to work with amazing brands—especially in tech—making their digital presence not just look great, but feel intuitive and alive.
My journey naturally shifted from print to web as I discovered the magic of blending design with code (yes, I’m that person who finds joy in CSS). These days, I focus on UX/UI design and building websites—especially for startups, agencies, and creative teams who want their ideas to shine online. I love my job—and love that I’m known as the designer’s web designer!
When I’m not in design or dev mode, you’ll probably find me behind a drum kit or deep-diving into some new gadget or tool—because once a geek, always a geek.
What Creatives are Saying about the Client Onboarding Toolkit
“Mo’s Client Onboarding Toolkit is great! I like its simplicity, the bite-sized instructions and the action steps in each section. It’s a perfect roadmap for me!”
“The Client Onboarding Toolkit is an amazing reference for veteran and newbie creatives. It is written in a clear and concise manner that leads you through best practices on onboarding your clients. I was able to start and stop when needed, so I could implement, do other work, and come back to the next steps in my own time. As a designer who has been running my business for 35 years, it taught me many things that I need to edit in my business to make client onboarding run smoother. A must tool for all creatives!”
“The Client Onboarding Toolkit is amazing, really well done, and easy to follow. I appreciate the easy links for each of the action steps and tips on what to say. (I’ve never sent a contract before, so it's nice having that verbiage handy.)”
“Winning a new client is exciting, but onboarding them is a little meh. I put lots of energy into my proposals but then get bogged down at the contract stage, often skipping it quickly to move on to the marketing work I love to do. Thanks to Mo's Client Onboarding Toolkit and its tips and templates, I'm turning my bad onboarding habits into new best practices, one smart step at a time.”
“The Client Onboarding Toolkit is so much more than what I was expecting (i.e., a PDF downloadable with basic info on client onboarding). It’s more like an uber-intense checklist for finally getting your s#%! together when it comes to your creative business. It’s basically a step-by-step process of what you should already have set up in your creative business. I’m a designer and this has been an invaluable tool for me to start thinking more about my process and finally work towards getting these items checked off my “one day I’ll get to this” list. Mo, you are the guardian angel of organizationally-challenged designers everywhere!”
“I like how the Client Onboarding Toolkit’s information is organized into individual steps I can take. And as a designer, the look of the toolkit and its clean typography really speaks to me!”
“I bought and completed your Toolkit and I loved it! The info you presented was just the structure that my business needs...and presented so beautifully! Although I am a photographer, I found it easy to adapt to my service. Thank you for this insightful information Mo!”
Here comes the best part!
From prospect to paying client
Get my Toolkit—and my advice, too!
Because I know how invaluable it can be to have someone who’s been there before in your corner, I’m adding the opportunity for you to talk through your client onboarding
process 1×1 with me.
If you’re a DIY-er and would prefer to get the Toolkit and skip a call with me, that’s perfectly fine—there’s an option for that. But if you’d like me to be a sounding board, choose my Client Onboarding Tookit PLUS offering—and let’s get a call scheduled!
Get Started Now
Choose the Package That’s Right for You
best value
Client Onboarding Toolkit PLUS
This package is for you if you want me to take your ideas and vision and bring them to life through layout, color and typography in a custom Webflow website you can confidently show off.
Digital access to the Toolkit
Downloadable PDF of the Toolkit
Future updates and enhancements to the Toolkit
Two hours with me (via phone or Zoom)
My answers to your specific questions about how to integrate the Toolkit into your process
2 490kr
1 990 kr
budget friendly
Client Onboarding Toolkit
This package is for you if you want to have control over the design. You’ll hand over complete design mockups, and I’ll work my magic to translate your design for the web with a custom Webflow site.
Digital access to the Toolkit
Downloadable PDF of the Toolkit
Future updates and enhancements to the Toolkit
Two hours with me (via phone or Zoom)
My answers to your specific questions about how to integrate the Toolkit into your process
2 490kr
5,500 kr
Secure checkout
