Nesha Woolery – Organize & Automate
LIFE-ALTERING WAYS YOUR BUSINESS IS ABOUT TO CHANGE…
Imagine…
…going through your design projects with total ease.
Imagine you have a system set up that allows you to spend less time slaving for clients and more time:
- Creating and selling courses and eBooks so you can make money while you sleep.
- Scaling your business and growing your team.
- Hanging with your husband and kids.
- Traveling the world and drinking passion fruit mojitos on the beach! (C’mon. You know that drink is the bee’s knees.)
Imagine your process is so streamlined…
- Your clients never forget to provide files and feedback on time.
- Late payments become a thing of the past.
- Nothing falls through the cracks and gets forgotten during projects.
- Your clients rave about you after the project is over because you not only provided them with fantastic designs but also an incredible experience.
Here what you’ll get:
- Module 01:
INBOX MANAGEMENT
You’ll learn how to… - Organize and categorize your inbox for maximum productivity.
- Set boundaries upfront with your clients by using an email autoresponder. I’ll give you my word-for-word template!
- Use my favorite inbox add-on to automate the follow-up process so you’re not missing out on extra $$$ by forgetting to follow up with clients.
- Organize your client intake process with a free inbox add-on my students are going crazy about.
- 11 copy and paste email scripts to use at milestones throughout your design projects, so you’re not always typing out the same things to every client.
- Module 02:
PROJECT MANAGEMENT
You’ll learn how to… - Use Asana, my favorite project management tool, so that you can stop managing your projects through back and forth emails and use a system that’s more organized.
- Set client reminders in Asana so they never forget to hand in files or feedback on time.
- Create and document your brand and web design process so there’s no more guesswork – just the same process to follow with every project.
- Train your clients how to use Asana so they say “heck yes!!” to using it, not “um… can we just email?”
- You’ll also get a readymade Asana training video to send to your clients, and a video script if you’d prefer to create your own!
- Module 03
STREAMLINE YOUR DESIGN PROCESS
You’ll learn how to… - Use my Design Homework System to create a questionnaire and Pinterest assignment for your clients to complete before working with you.
- Organize your design assets in Creative Cloud libraries so each project is simple and organized.
- Learn how to use Illustrator scripts, browser extensions, and keyboard shortcuts to speed up your design process.
- Module 04:
AUTOMATE YOUR DESIGN PROCESS
You’ll learn how to… - Create a mood board for your clients so you can establish the aesthetic direction of the project before you begin designing. You’ll get five ready-made mood board templates to get you started!
- Present your designs to the client in a way that looks professional, and download my readymade presentation template.
- Create a brand board and download my readymade template.
- Use Wireframe CC to create professional website wireframes so that you can create strategic websites, not just pretty ones.
- Module 05:
CLIENT ONBOARDING
You’ll learn how to… - Use my Signature 6-Step Client Onboarding Process to ensure your clients are wowed before you even send them any designs!
- Create an onboarding page to send to your potential clients. It will explain everything they need to know about working with you.
- Schedule client consultations with an online scheduler. No more back and forth emails trying to find a time that suits you both!
- Send your contracts electronically. It’s time to stop asking your clients to print, sign, scan, and send the contract back to you.
- Set up a professional invoicing system.
- Create a welcome page you can send to your clients that explains their homework, how to provide files, how to use your project management system, and more!
- Module 06:
PROJECT HANDOFF
You’ll learn how to… - Automate your file-saving process in Adobe Illustrator. You’ll go from spending hours saving out files to spending just 2 minutes on it.
- Create a style guide for your clients that outlines how they should use their brand designs.
- Train your clients one-on-one and equip them with a Client Library of tutorials so that they don’t end up emailing you a million questions after the project is over.
- Use my Killer Testimonial Framework. Learn the questions you need to ask to get testimonials that convert like crazy.
