Coaching-Driven Onboarding Process

Elevate Project Outcomes

Every project begins with a threshold moment: the first conversation

The way a client is welcomed, listened to, and oriented into the process sets the tone for everything that follows.

Onboarding can be overlooked and treated purely as administrative—forms, schedules, signatures. But this is a place to forge trust, clarify values, and lay the foundation for alignment in the whole project.

My coaching approach looks at onboarding a central pillar of project success. Together, we create pre-design and intake processes, expressing your core values, that draw out the client’s vision, articulate project needs, and clarify scope from the beginning. This isn’t just about avoiding missteps—it’s about creating conditions where both client and designer feel like true partners.

When onboarding is coaching-driven, projects don’t just start strong, they stay strong. Investing in alignment from the beginning carries through every decision, and has a lasting impact beyond the close of the project.