Turn new clients into long-term relationships—starting from Day 1.
In this episode of the Business Sauce Podcast, host Eva Wolf breaks down the real sauce behind successful client onboarding. Because let’s be honest: getting the sale is just the beginning. The real magic (and money) happens when you keep your clients happy, organized, and aligned with your process.
The first 48 hours set the tone. Whether you’re a freelancer, agency, or creative pro—this episode shows you how to make your new clients feel taken care of without chaos.
“Clarity builds trust. Confusion kills it.”
Eva walks you through the exact steps she uses at ASK WOLF Agency to streamline onboarding: Discovery > Contract > Welcome > Kickoff
Each step is intentional—and infused with brand energy and structure.
Yes, you can lead the process and still feel human and warm. Learn how to communicate timelines, roles, deliverables, and what success will look like.
“The best clients are the ones who know exactly what’s coming next.”
Find out which parts of the process you should automate (think: email sequences, payment links, welcome packets), and what still needs your personal touch.
“Your onboarding should be a mix of human and helpful—not just a robot doing admin.”
From ClickUp to Notion, Canva to Dubsado—Eva shares what actually works behind the scenes to keep projects moving smoothly and clients feeling like VIPs.
“Templates don’t make you boring—they make you consistent.”
Mild: If you don’t set boundaries and expectations up front, you’ll resent the project halfway through.
Medium: A simple welcome email can turn a cold lead into a loyal brand advocate.
Hot: Onboarding isn’t a checklist—it’s a relationship strategy. Nail it, and you’ll reduce churn, scope creep, and client stress fast.
Create your welcome pack – include brand guidelines, timelines, team intros, and FAQs.
Set up a mini automation flow – schedule key emails before and after onboarding.
Audit your first week of communication – is it clear, warm, and pro? If not, fix it.
You’ve worked too hard to land your dream clients just to lose them in confusion, delays, or miscommunication. This episode is your no-fluff playbook to keep things smooth, smart, and scalable from the start.