Top 3 Boundaries to Set When Onboarding Clients

Black woman at desk Zoom Meeting

When you onboard a new client, how do you make sure you get the most out of the relationship? To be successful, it’s important to set some guidelines and boundaries. This post covers the key boundaries that freelancers and solopreneurs should consider setting, which will help them succeed. These boundaries are not just for your clients, they are also for you.

Be mindful of YOUR time: Setting aside a certain amount of time for every client is key. You should know how much time you are dedicating to each client and allocate your schedule accordingly, by doing so, you will be able to set time for yourself and your family. Clients often have bold objectives and they may not understand the research and time it will take to complete their tasks. If they have an idea of what you are doing for the week with their business, they will be able to let you know if there are any tasks that should be delayed until the following week.

Establishing client expectations: Great. You've got your client onboard and you're ready to go. But before you start, it's important to set expectations for them and for yourself. That means during your Kickoff Call outline what they want from you and what you want from them. Let's make sure you're on the same page about everything. That way, you can make sure communication is always clear and consistent.

Self-care is important: Saying "No" is a tricky thing. But in order for freelancers to succeed, they must say no sometimes. Sometimes, there are just too many obligations that are pressing on one person. Freelancers may be tempted to say yes to anything and everything to make more money — but this can lead to burnout and a lack of mental health. It's worth saying no and meaning it. When freelancers say no, they're respecting themselves and their clients.

As a professional business owner, it is important to set boundaries in the beginning. Establishing healthy boundaries is an integral part of a successful business.

Founder Lovelee Brooks hosts a room on Clubhouse each Monday at 10 am est in her Virtual Assistant Alliance Club. This week's topic is All Things Boundaries. Come and let us know what boundaries you have set in your business.

Much success,

Lovelee Occasions & Etc.