Client Onboarding

A smooth client onboarding process sets the foundation for successful projects. This guide covers how to introduce clients to Moqup and set expectations.

Before First Contact

Prepare the Environment

1. Create the project: Set up structure and stages
2. Configure branding: Your logo and colors
3. Set permissions: Appropriate access level
4. Test the experience: View as client

Client Access Options

First Invitation

Email Introduction

Subject: Your Design Review Portal is Ready

Dear [Client Name],

I'm excited to share your designs for review! I've set up a
dedicated portal where you can view the work, leave feedback
directly on the designs, and approve when you're satisfied.

ACCESS YOUR PORTAL
[Link to client portal]
Password: [if applicable]

WHAT YOU CAN DO:
- View all design concepts in one place
- Click anywhere on a design to leave feedback
- Reply to ongoing discussions
- Approve designs when they meet your expectations

QUICK START GUIDE:
1. Click the link above
2. Browse the available designs
3. Click on any design to view full size
4. To leave feedback, click anywhere on the image
5. Type your comment and click Post
6. When satisfied, click the Approve button

If you have any questions about using the portal, I'm happy
to walk you through it in a quick call.

Looking forward to your feedback!

[Your Name]

Video Walkthrough

Create a short (2-3 minute) video:

1. Open the portal: Show what they'll see
2. Navigate designs: How to browse files
3. Add annotation: Click and comment demo
4. Reply to thread: Show conversation flow
5. Approve file: Demonstrate approval

In-Person Introduction

Kickoff Meeting Agenda

1. Show the portal (5 min): Quick tour
2. Demo annotation (5 min): Live example
3. Explain workflow (5 min): Stages and process
4. Set expectations (5 min): Timeline and revisions
5. Answer questions (5 min): Address concerns

Key Points to Cover

• Bookmark the link
• Works on mobile
• No download needed

• Click exactly where you mean
• Be specific in comments
• Use @mentions for urgency

• What approval means
• When to approve
• How to request changes

Setting Expectations

Feedback Guidelines

Share these tips with clients:

1. Be specific: Point to exact locations
2. Explain why: Not just what to change
3. Prioritize: What's critical vs. preference
4. Consolidate: Review fully before commenting
5. Stay on topic: One issue per annotation

Timeline Communication

Typical Review Cycle:
Day 1: Designs shared
Days 2-3: Client review period
Day 4: Feedback deadline
Days 5-6: Revisions made
Day 7: Updated designs shared
[Repeat as needed]

Revision Policy

Be clear upfront:

This project includes:
- Up to 2 rounds of revisions
- Each round covers feedback from previous version
- Additional revisions: $X per round
- Minor tweaks after approval: Included

During the Project

First Feedback Follow-up

After client's first annotation:

Thanks for your feedback! I see your note about [specific item].
Great catch - I'll address that in the next version.

A few tips as you continue:
- Click directly on the area you're discussing
- Feel free to reply to existing threads
- The more specific, the faster I can help

Any questions about using the portal?

Checking In

If no response after 2-3 days:

Hi [Client Name],

Just checking in on the designs I shared [X days ago].
Have you had a chance to review them?

You can access the portal anytime at:
[Link]

Let me know if you need any help navigating or have questions.

Handling Confusion

When clients struggle:

1. Offer a call: Quick screen share
2. Send video: Record your screen
3. Simplify: Reduce options
4. Be patient: Not everyone is tech-savvy

Common Client Questions

"Where do I leave feedback?"

"Click anywhere on the design where you want to comment. A pin will appear, and you can type your feedback in the box."

"How do I approve?"

"Click the Approve button in the top right corner when you're satisfied with the design. You can add a final note if you'd like."

"Can I share with my team?"

"Yes! I can add team members individually, or you can forward the link (and password). Each person's feedback is tracked separately."

"What happens after approval?"

"Once approved, I'll prepare the final files for delivery. You'll have [X days] to flag any minor issues before handoff."

Troubleshooting Client Issues

Can't Access Portal

1. Verify link is correct
2. Check password (if used)
3. Try different browser
4. Clear cache/cookies
5. Send new link if needed

Feedback Not Saving

• Session timeout
• Internet connection
• Browser issue

Copy text before posting, refresh, try again.

Confused About Process

Offer a brief call or screen share. Walk through step by step.

Post-Project

Wrap-up Communication

Subject: Project Complete - Thank You!

Hi [Client Name],

Your [Project Name] has been approved and delivered.

FINAL FILES:
[Download link or delivery method]

PROJECT ARCHIVE:
Your review portal remains accessible for [X days] if you need
to reference any discussions.

It was a pleasure working with you! If you have any questions
about the final files, please don't hesitate to reach out.

I'd love to work together again in the future.

Best,
[Your Name]

Gathering Feedback

Ask for client experience feedback:

Quick question: How was your experience using the design
review portal? Any suggestions for improvement?

Your feedback helps me serve clients better.

Best Practices Summary

Do:

• Test access before sharing
• Provide clear instructions
• Be responsive to questions
• Set timeline expectations
• Follow up proactively

Don't:

• Assume tech familiarity
• Skip the introduction
• Ignore confusion signals
• Rush the approval
• Forget to thank them

Next Steps

1. Client Portal - Portal features
2. Permissions - Access control
3. Best Practices - More tips