How to Use Flodesk for Client Onboarding

Brand Tips

Today, we’re diving into the world of client experience and how to leverage the power of Flodesk to create lasting impressions. We have been using Flodesk for years and we love how simple it makes email marketing. It’s drag and drop design features mean you can make a newsletter in a matter of minutes instead of hours. It also has features that allow you to upload your logos + brand color palette so customization is so easy!

Alright, let’s talk about client onboarding – it’s like welcoming a new friend into your business world! Once your client decides to book, it’s game time. You want to make sure their experience is seamless and that they feel super confident about what comes next, so they don’t have a second thought about choosing you. No buyer’s remorse on our watch, right? We like using Flodesk for the client onboarding section of our business because it allows us to send one comprehensive email instead of 5 scattered ones. Before Flodesk we were constantly having clients only do half of their intake work because the emails got lost in their inbox. Flodesk fully eliminated this pain point PLUS it allows us to see if the client has opened the email and overall ensures our process and client experience is a positive one. Get started and Use our discount code / link and get 50% off your first year of flodesk

Step 1: Don’t Work for Free!

First things first, we want to make sure that our transactions with clients are as secure as can be. How do we do that? Well, it starts with a rock-solid contract and a well-crafted invoice. The contract spells out all the terms and expectations for both parties, setting the stage for a smooth journey ahead. To lock in that coveted spot in your lineup and schedule, your clients need to make a payment—whether it’s upfront or a deposit. We also love to repeat the scope of work in that first email as well as what we need to move forward with the project. We always send this info with the onboarding! We attach our contract files + invoice in the same email for client ease!

Step 2: Client Onboarding

When it comes to client experience, adding some personality can make all the difference. Think about adding personalized welcome videos (Flodesk accepts vimeo + youtube videos) to your emails and throwing in some fun animated gifs to show off your unique style. These small details can add up to a big impact and show your clients that you care about creating a memorable experience.

And here’s a quick and easy personalization tip: always use your client’s first name in your marketing emails. It’s a simple touch that can make them feel seen and valued. After all, isn’t that what creating a memorable client experience is all about?

How to Make Your Client Feel Secure with You

Here’s the game plan: Lay it all out! Let them know the schedule, how to book their calls, and what kind of prep work they should tackle. Consider putting together a welcome packet or blog posts that spill all the details about your program or service. This handy guide is like a road map for their journey with you. We also have found that laying out all of the information alleviates back and forth emails and makes the client feel safe because you have already taken the time to answer their questions or address their worries.

Now, if you’re offering products, it’s all about making sure they get the full scoop on how to use them. Show them how to unbox and assemble everything. By sharing these details, you not only create a top-notch experience, but you also ensure they get the most out of what you’ve provided. Bonus: It amps up their excitement to dive into using your awesome products or services!


We’ve created a Flodesk template that’ll make your client onboarding process a total breeze. It’s designed to give you that same polished and professional experience that our clients rave about.

This template is all about streamlining your onboarding journey, putting everything you need in one handy place. We like to put all of our client homework in the client onboarding email. We’ve got you covered from start to finish! It has a place for your intake questions, so you can gather all the important info you need to rock your clients’ world. And hey, let’s not forget about the inspiration boards – they’re perfect for capturing your clients’ style and vision. We know how important it is to keep things organized and seamless, so you’ll be able to make sure all of your clients’ needs are in one place instead of sending several emails that can get lost in their inbox. Get the template HERE.

Your onboarding email can also include links to blogs or upsells to show your clients other things you have available to them.

We’re all about making your life easier and helping you create that unforgettable client experience.




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