who is this for:

If you are a designer, brand designer, graphic designer, creative
If you get overwhelmed by your systems but you know you need them in order to grow your business
If you wish there was a simple enough resource where you could track and monitor all that happens in your business
If you want to restructure your packages, offers and workflows to work for YOU
If you are searching for a perfectly optimised Client Portal that would help you get all that you need from your clients without following up for 2 months
If you're someone who struggles to switch from the creative side of the brain to the more logical side of the brain (AKA tracking, optimising, strategy etc.)

To be honest, this is 100% one of the best resources you'll ever get because it has been thoroughly optimised for creatives just like you. (maybe I am biased maybe not:) Someone who juggles a lot of clients and doesn't have the time to create workflows, SOPs whilst coming up with new services to support their clients next year.

ready to use tools, resources and templates for creatives that desire more freedom and time in their business

what's included

Project and Income Tracker
Yearly Planning template in Notion
My new and improved Client Portal in Notion
Case Study Structure + Easy Funnel Ideas

Website Strategy Training

  • 1h Website Strategy Training
  • Website Copy Prompts For Your Clients
  • Website Project Checklist (from inquiry to off-boarding your client)
  • Website Design Intake Form (strategic questionnaire)
  • Tracking leads, clients, inquiries
  • This tool will help you oversee the customer journey and help you identify gaps

Lead Tracker /Community Engagement

  • Weekly content planning based on psychological customer journey
  • Content Ideas and how to source them

Content Bank (Plan your content)

  • Identify YOUR brand strategy and keep this page bookmarked for any future marketing plans, content creation, services outline and beyond
  • You can also use this as for client strategy sessions

Brand Strategy Sheet

  • Track the performance of your services
  • How to price your packages for optimum results (avoid burnout and undercharging or overcharging)
  • Have a clear understanding of who your services are for

Offer Suite Structure & Outline

  • High Converting Services and Pricing Guide Outline
  • What to include in your services and pricing guide to help your potential client understand the depth of your expertise and ultimately book a call

High Converting Services and Pricing Guide Outline

Email Sequence Structure (Booking clients through an easy funnel setup)

Different ways to market your creative studio/agency

Illustrator templates

White Glove Onboarding Process SOPs/Workflow

  • Services Guide
  • Brand Board

Offboarding Clients through Notion

  • How to get feedback every.single.time and have your clients re-sign!

Brand Direction Storytelling outline

  • How to effectively “sell” your design to your clients through storytelling

monthly payment plan 4x$50


monthly payment plan 2x$100

services guide template