Abi Connick – The Client Process

Abi Connick – The Client Process

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 brand’s 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!

Bonus Content:

In addition to the core modules, you’ll also get exclusive access to helpful bonus content that will fast-track your success. These bonus materials include expert insights and industry secrets that are proven to work in the real world. Whether you’re looking to refine your client communication, learn advanced design techniques, or streamline your project management process, these bonuses will take your skills to the next level. With detailed templates, guides, and worksheets, you’ll be able to implement the teachings immediately and start seeing results faster.

We also include step-by-step instructions for setting up your digital tools, enabling you to seamlessly integrate systems into your workflow. From CRM management to file storage, we ensure that you have everything you need to keep your projects organised, efficient, and on schedule. Plus, the templates you’ll receive are designed to help you maintain consistency and professionalism across all your client work, further elevating your brand in the eyes of your clients.

Finally, we offer ongoing support, ensuring that as your design business grows, you never feel overwhelmed. With continued access to a community of like-minded entrepreneurs, you’ll always have a resource for collaboration and advice. You’ll receive exclusive updates and feedback opportunities, enabling you to keep refining your business and achieving your goals with confidence.