Whats one thing you do to set yourself up for success when onboarding to a new client?

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I like to meet over coffee if possible (even if it's a Zoom coffee meet up) to just get to know each other a little bit in the beginning. i find that our work together will be much easier if we understand some basic things about each other, and I want them to trust me on a personal level. So far, it's a method that has worked pretty well for me

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This is something I have always done as well. I find it is nice to get to know them before we start and get an understanding/feel for each other.

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