3 time-savers when you need to onboard multiple clients at once
To be treated like an expert, you have to show up like one.
“$200 an hour?”
Last week’s explanation of how I did it struck a nerve.
Some couldn’t believe how I landed two big clients so easily. Others were a bit confused.
Here are some of your questions.
"So you hooked two new big clients at the same time…now what?"
“A Fractional CMO and an Email Marketing gig? Aren’t those two completely different?”
“Won’t you go mad with all the task-switching between CMO responsibilities and email marketing?”
Fair questions.
If you've been doing random projects without a system, I get it. This may sound confusing.
How can you avoid reinventing the wheel with every client? These two projects, they’re not that different.
Both clients hired me so they can get an effective sales system.
And I’ll follow the same repeatable process to bring them one, every time.
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Landing a client is just the beginning.
The rest is systems. And if you don’t have a system for what happens next, you’re making your life too dang hard.
Here’s how I handle it (and why you should, too).
1. Kick Off Every Project the Same Way
"So you hooked two big clients at the same time…now what?"
Clients love when you show up knowing exactly what to do.
A messy onboarding process causes projects to fail and clients to have bad experiences.
→It doesn’t help that most of your clients don’t really know what they need.
→And if they do know what they need, they don’t know how to get it.
That’s why you shouldn’t work with clients who want to tell you how to do your job. Those clients are looking for freelancers.
They’re not looking for you or me.
Instead, I let clients tell me what they need (usually sales). Then, I guide them through a proven process that I've used to get the same results before.
I kick off every single project off with a Breakthrough Interview.
It’s a nearly 2-hour deep dive into who they are and why anyone should care. I pull out their real pains, their best opportunities, and right next steps.
It’s really a paid discovery session on steroids. Lots of solopreneurs do this part for free. (you shouldn’t).
Your client is better served when you’re a hired gun for the discovery. The old way of just learning enough to draft a proposal is no good.
Because those solutions are tailored to you, not them.
After a couple of hours interviewing them, I know exactly what they need. I can then start planning next steps.
Just like I've done it a million times before.
I’m not scrambling to figure things out. I ask the right questions from the start and my breakthrough interview tells me everything I need to know.
2. Multiple Clients, Same Process
“A Fractional CMO and an Email Marketing gig? Aren’t those completely different?”
After I onboard them the same way each time, the systems don’t stop there.
I know these two new high-ticket clients look totally different.
→Fractional CMO for a B2B company
→Email Marketing for a High-Ticket Coach
But in the end, they want the same thing.
→ A sales system that actually works
→ Messaging that attracts the right customers
→ Repeatable systems on autopilot
Niching by “offer” is more powerful than niching by industry.
I don’t do “marketing for everyone.” I solve a specific problem with a repeatable framework.
👉Learn my system in the Upwork for Experts Launchpad
3. Avoid the Lure of Offering Clients Everything
“Won’t you go mad with all the task-switching between CMO responsibilities and email marketing?”
If you're juggling 5 projects, across 10 industries, using 47 skills... sure. That’s how you stay stuck, mired in the grind.
But if you want to jump between big projects without burning out… if you want to get more done in less time…
If you want to scale… You need a system.
Here’s my client-getting system.
→ Find clients with the same core problem who have ‘high-ticket intentions’
→ Offer a repeatable, high-value service
→ Follow the same onboarding every time
→ Deliver the solution using a proven framework
No starting from scratch. No second-guessing. Definitely no “winging it.”
Just repeatable processes that pay you well.
If you’re feeling like every project is a brand-new puzzle...
What’s Your System?
→If your client onboarding feels like a stressful, confusing mess…
→If your projects feel like one-off gigs instead of a business model…
→If you’re still jumping from service to service, wondering how to get clients to see you as an expert…
It's simple. You don’t have a process.
That’s what Upwork for Experts Accelerator is all about.
How to take your real expertise and turn it into a a predictable, high-ticket business.
So clients don’t just hire you once. They see you as the go-to expert.
I'll share the details on how it’s done so you can do it too.
See you there,
Patrick O.
Imagine if you could wake up to big ticket offers in your inbox. No drafting hundreds of proposals. No chasing clients or negotiating your rates.
Skip the Grind. Start at the Top.
If you're an expert solopreneur, consultant, or corporate pro, this accelerator is for you. I'll show you how to skip the 'freelancer phase' so you can get the best projects with new clients on Upwork.
Without competing with amateurs.
🔹 Bypass the beginner phase and fast-track your solo business.
🔹 Position yourself as an expert, not another freelancer
🔹 Find the hidden levers to access high-ticket clients
🔹 Use my proven proposal system to get hired faster
I'll share the details for Upwork for Experts Accelerator soon.
I’m so looking forward to these sessions.
Can't wait!