Best Way to ONBOARD High-Ticket Clients (Notion Tutorial)

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The onboarding process is the most critical step in delivering a high-ticket service. It sets the tone for the entire project and ensures you maintain control over timelines, client expectations, and—most importantly—getting paid on time.

In this video, I’ll walk you through my step-by-step onboarding system built inside Notion that helps you:

✅ Collect everything you need from clients upfront
✅ Maintain control over project timelines
✅ Ensure clients pay on time

I’ll also share a huge mistake I made in the past that led to wasted time, delayed payments, and unnecessary project roadblocks—so you can avoid the same pitfalls and streamline your process from day one.

Here’s what we’ll cover:
🚀 How to set up a Client Portal to automate project organization
📌 How to onboard clients efficiently without repeating yourself
📂 How to collect all assets and information upfront so projects don’t stall

By the end, you’ll have a repeatable onboarding process that makes you look like a pro—even if you’re just starting out.

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