Abi Connick - The Client Process Free Download

Abi Connick – The Client Process
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Genre: eLearning

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!

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