Client Onboarding Plan 

Unlimited Graphics Plan

Step 1: Welcome & Billing Setup

Before we dive into creative work, we’ll start with a warm welcome and get billing squared away. This ensures a smooth start and clear expectations on both sides.

  • Send welcome email with onboarding checklist and service summary

  • Schedule a 20–30 min onboarding video call

  • Set up recurring monthly invoice for $799

  • Provide ACH/direct deposit instructions or check mailing info

Step 2: Onboarding Video Call

We’ll connect on a quick video call to get to know your team, tools, and typical design needs. This helps us tailor every graphic to your ministry’s style and rhythm.

  • Discuss weekly communication preferences (email, Trello, Slack, etc.)

  • Identify primary contact person and backup

  • Review common project types (sermon art, event promos, social posts, print materials)

  • Collect display screen dimensions (stage, foyer, livestream)

  • Confirm print specs (posters, flyers, banners, etc.)

  • Review social media platforms and how graphics are used

  • Request all branding assets (logos, fonts, style guide)

Step 3: Folder & Workflow Setup

Once we understand your needs, we’ll build a streamlined workflow and shared folder system to keep all designs organized and easy to access.

  • Create shared folder (Google Drive or Dropbox)

  • Set up project request workflow (form, Trello board, or email)

  • Organize project pipeline based on urgency and frequency

Step 4: First Deliverables

By the end of week one, you’ll have your first custom graphics in hand so you can start seeing immediate value.

  • Begin 1–2 top-priority graphic requests

  • Quick wins: sermon artwork, event flyer, social media post, etc.

Step 5: Ongoing Rhythm

From here, you’ll enjoy a steady flow of graphics tailored to your schedule—backed by monthly planning and unlimited design support.

  • Optional weekly check-in via email or Slack

  • Monthly planning or review call (15–30 mins)

  • Recurring monthly billing continues automatically

  • Ongoing graphic design support based on ministry priorities