WHAT YOU GET?
11 Premium Templates (updated for the course, which you won’t find anywhere else)
Lifetime access to the course
50+ to the point, engaging videos
No boring Keynote presentations!
30+ Exclusive guides and resources
1. COURSE INTRODUCTION:
Discover 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 ENQUIRES:
Master 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 Template
Discovery Call Questionnaire & Script
Watch a real Client Discovery Call
Handling client objections with scripts
Project Proposal Presentation Template
Written for you Email Templates
3. ONBOARDING CLIENTS:
Save 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 Template
Invoice Template
Updated Version of the ‘Client Portal & Project Tracker’ with additional bonuses including an internal project management system
Organise your Project Folders like a Pro resource
Written for you Email Templates
4. BRAND STRATEGY:
Discover 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 Guide
Strategy Call Questionnaire & Script
Watch a real Client Strategy Call
Brand Strategy & Creative Direction Presentation Templates (2 templates: small and large projects)
Example Strategy & Creative Direction Presentation with annotations
Guides and resources for creating audience personas and conducting competitor analysis.
Plus more!
5. CREATIVE DIRECTION:
Learn 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 Templates
Searching for Inspiration Resource
How to create Mood Board Resource
Word-Map Template
Brand Strategy & Creative Direction Presentation Example
Presenting the Strategy & Creative Direction Guide
Gathering Feedback & Handling Objections Guide
6. DESIGNING THE VISUAL IDENTITY:
Creating 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 Guide
The different types of Logos Guide
Colour Theory and Psychology Resource
100 Handpicked Colour Palettes Resource
Font, colour and mockups website directory
Plus more!
7. PRESENTING YOUR WORK:
Effective 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 Template
Brand Touchpoints Template (additional project deliverables)
Brand Presentation example
Mastering The One Concept Method Resource
Handling Feedback and Objections with scripts
Client Feedback Call script and Questionnaire
Written for you Email Templates
Plus more!
8. OFFBOARDING CLIENTS:
Lasting 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 Template
Brand Guideline Sheet Template
Brand Guidelines and Sheet Examples
Goodbye Packet Template
Exporting and Packaging Files Resource
Offboarding Call Script & Questionnaire
Post-Launch Follow up Questionnaire
Written for you Email Templates
Plus more!
Abi Connick
