Abi Connick – The Client Process

Abi Connick – The Client ProcessWhat will happen if you take this course:Inside the courseRather than focusing on design skills, marketing, or client outreach, The Client Process hones in on the foundation of fast-growing  brand design businesses. With 8 key chapters, you’ll walk away with the systems & processes to grow your business.1. Course IntroductionDiscover the importance that The Client Process can have on your business. Learn how it can transform your experience from feeling overwhelmed, stressed, and uninformed into becoming knowledgeable, organised, and confident. This transformation empowers you with the confidence to increase your prices, handle larger projects, and run a successful design business with clarity.You’ll gain instant access to ‘The Client Process Resources Hub,’ which includes over 30+ templates, scripts, guides, and other resources. This centralised hub keeps everything organised, making it easy to access all course materials conveniently.2. Handling EnquiriesMaster the art of winning clients: Dive into the secrets of handling client enquiries like a pro. From hosting discovery calls to crafting compelling project proposals, you’ll learn how to turn curious prospects into loyal, paying clients.Resources & Templates included:Enquiry Form TemplateDiscovery Call Questionnaire & ScriptWatch a real Client Discovery CallHandling client objections with scriptsProject Proposal Presentation TemplateWritten for you Email Templates 3. Onboarding ClientsSave time and enhance organisation with a well-structured onboarding process. Learn the essentials of onboarding your client successfully, invoicing, payment handling, contract management, and the use of client portals and an internal project tracker for smoother project management.Templates & Resources Included:Design Contract TemplateInvoice TemplateUpdated Version of the ‘Client Portal & Project Tracker’ with additional bonuses including an internal project management systemOrganise your Project Folders like a Pro resourceWritten for you Email Templates 4. Brand StrategyDiscover the power and process of Brand Strategy. Without any strategy, your design work is just a logo, fonts, and colours to clients. But with a solid strategy, you’ll drive brand awareness, boost sales, and establish their business as a unique industry player. This module covers hosting strategy calls, defining brand foundations, analysing & researching competitors, identifying target audiences with personas, identifying a brands personality and their brand voice.Templates & Resources Included:How to Prepare for the Strategy Call GuideStrategy Call Questionnaire & ScriptWatch a real Client Strategy CallBrand Strategy & Creative Direction Presentation Templates (2 templates: small and large projects)Example Strategy & Creative Direction Presentation with annotationsGuides and resources for creating audience personas and conducting competitor analysis.Plus more! 5. Creative DirectionLearn how to seamlessly integrate strategy, ideas and your findings into your creative process. From gathering inspiration to creating mood boards, discover how to develop a successful creative direction rooted in strategy.Resources & Templates Included:Mood Board Layout TemplatesSearching for Inspiration ResourceHow to create Mood Board ResourceWord-Map TemplateBrand Strategy & Creative Direction Presentation ExamplePresenting the Strategy & Creative Direction GuideGathering Feedback & Handling Objections Guide 6. Designing the Visual IdentityCreating a one of a kind Visual Identity: Learn the step-by-step process of creating a visually engaging identity rooted in strategy. You’ll learn the design process that involves; ideation, font selection, logo creation, and the art of choosing brand colours. Please note: These lessons will NOT teach you how to design, but will show you the step-by-step process of how to organise and structure your design process.Resources & Templates included:​Choosing Typefaces GuideThe different types of Logos GuideColour Theory and Psychology Resource100 Handpicked Colour Palettes ResourceFont, colour and mockups website directoryPlus more! 7. Presenting Your WorkEffective Client Communication: Master the one-concept method, perfect your presentation skills when presenting your design concept and gain insight into handling and gathering valuable client feedback.​Resources & Templates included:Brand Presentation TemplateBrand Touchpoints Template (additional project deliverables)Brand Presentation exampleMastering The One Concept Method ResourceHandling Feedback and Objections with scriptsClient Feedback Call script and QuestionnaireWritten for you Email TemplatesPlus more! 8. Offboarding ClientsLasting Impressions: Understand the importance of the offboarding process and how to successfully implement this yourself. Learn how to export, package and deliver files, create brand guideline documents, and leverage client referrals effectively.Resources & Templates included:Brand Guidelines TemplateBrand Guideline Sheet TemplateBrand Guidelines and Sheet ExamplesGoodbye Packet TemplateExporting and Packaging Files ResourceOffboarding Call Script & QuestionnairePost-Launch Follow up QuestionnaireWritten for you Email TemplatesPlus more! Ready to kickstart your freelance journey?Gain the clarity, knowledge, and systems needed to start taking on clients today!There are no reviews yet.Add a Review Cancel replyYou must be logged in to post a review.