Abi Connick – The Client Process Course

Published by MLCH on

The Client Process Course

Download The Client Process Course for ONLY $997 $15

The Size is 14.88 GB and Released in 2024

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Business ownership is complicated – especially when it comes to managing your clients and running your projects. Take your design projects from zero to five-star with ‘The Client Process’; a 4-hour course that will turn you from hopelessly confused designer to confident freelancer. Now, in its 4th iteration, ‘The Client Process’ has had more than 2000 students. They share their detailed lessons and features below. This course teaches you: how to manage client projects, create contracts, run strategy calls, and more.

Introducing The Client Process Course

The introduction starts off with a strong statement about the course, The Client Process, by introducing what it can do for anyone who takes it: Courteous, effective, profitable. Those are impressive claims, and they might seem like a lot to live up to. But here’s the thing. When we take the time to truly learn and implement the basic principles of an efficient client process, we have nothing to fear. We can raise our prices – even to those who might otherwise tell us no. We can afford to take on bigger projects. We will achieve success. Here, we learn that running a design business can feel stressful, like we’re going to overflow.

Key takeaways from the introduction include:

  • Importance of a streamlined client process: How it reduces stress and boosts confidence.
  • Access to a whole resource centre: More than 30 templates, scripts, and guides for you to use.

Handling Enquiries: Turning Prospects into Loyal Clients

Dealing with enquiries from clients is an essential part of designing a website or any design job. This module will enlighten the designers on how to win the clients professionally through proven strategies and resources.

Key lessons include:

  • Hosting discovery calls: Techniques to engage potential clients and understand their needs.
  • Crafting compelling project proposals: Templates and scripts to present your value proposition convincingly.
  • Handling objections: Scripts and strategies to address client concerns and seal the deal.

Resources provided:

  • Enquiry Form Template
  • Discovery Call Questionnaire & Script
  • Project Proposal Presentation Template
  • Written email templates for various scenarios

Onboarding Clients: Streamlining the Process

A slick onboarding experience gets client relationships off to the best possible start. This module covers invoicing, payments and accounts, along with contracts, client portals, and more.

Key lessons include:

  • Structured onboarding process: How to welcome clients effectively and set clear expectations.
  • Invoicing and payment handling: Best practices for financial transactions.
  • Client portals and project trackers: Tools to enhance organization and communication.

Resources provided:

  • Design Contract Template
  • Invoice Template
  • Client Portal & Project Tracker
  • Email templates for various onboarding scenarios

Brand Strategy: The Power Behind Successful Designs

Design work that lacks a foundation in brand strategy feels cosmetic. This module explores the fundamentals of brand strategy that build awareness, drive sales, and distinguish businesses as trusted and unique market players.

Key lessons include:

  • Hosting strategy calls: Techniques to gather vital information from clients.
  • Defining brand foundations: How to establish a brand’s identity, personality, and voice.
  • Competitor analysis and audience personas: Tools to understand the market landscape and target audience.

Resources provided:

  • Strategy Call Guide and Script
  • Brand Strategy & Creative Direction Presentation Templates
  • Guides for creating audience personas and conducting competitor analysis

Creative Direction: From Inspiration to Execution

Successful design projects demonstrate the importance of bridging strategy and creativity together. This module focuses on the collection of inspiration and the development of a creative direction built upon a strategy.

Key lessons include:

  • Creating mood boards: Techniques to visually represent ideas and concepts.
  • Developing creative direction: How to align creative outputs with strategic goals.

Resources provided:

  • Mood Board Layout Templates
  • Inspiration Resource Guides
  • Word-Map Template
  • Presenting Strategy & Creative Direction Guide

Designing the Visual Identity: Step-by-Step Process

Developing a proper visual identity is part and parcel of an efficient designing process. This module illustrates the iterative process of designing, ideating the style, selecting fonts, creating logos, and applying color theory.

Key lessons include:

  • Organizing the design process: Techniques to structure your workflow for optimal results.
  • Choosing typefaces and colors: Guides to make informed design choices.

Resources provided:

  • Choosing Typefaces Guide
  • Logos Guide
  • Color Theory and Psychology Resource
  • Handpicked Color Palettes Resource

Presenting Your Work: Effective Client Communication

Often when we’re asked to present our design concepts we might rush through them or explain things that won’t matter to those evaluating our work. This module will teach you about a single-concept presentation style, as well as other skills to help you make sure your work is heard the way it was intended.

Key lessons include:

  • Mastering the one-concept method: How to present a single, cohesive design concept.
  • Handling feedback: Techniques for gathering and responding to client feedback.

Resources provided:

  • Brand Presentation Template
  • Brand Touchpoints Template
  • Handling Feedback and Objections Scripts
  • Client Feedback Call Script

Offboarding Clients: Leaving a Lasting Impression

As with onboarding, this is the module of the offboarding process with the earliest action points. The objective of this module is to ensure that you cover everything with the client based on standardized processes in this final agreement. 3.3 Export, package and deliver files 3.4 Create brand guideline documentation 3.5 Leverage client referrals 3.6 End client agreement with gratitude.

Key lessons include:

  • Successful offboarding: How to wrap up projects professionally and leave a positive lasting impression.
  • Leveraging client referrals: Techniques to encourage satisfied clients to refer new business.

Resources provided:

  • Brand Guidelines Template
  • Goodbye Packet Template
  • Offboarding Call Script
  • Post-Launch Follow-Up Questionnaire

Conclusion: Empowering Designers for Success

There are so many books out there on design psychology, research methodology, and drawing. But so few of them teach designers how to move from confusion to confidence, when it comes to a key aspect of design: the client process. In addition, so few of them teach you the systems and processes you need to develop, in order to grow a business, via the client process.

Presenting for the very first time, my course: “The Client Process” is a step-by-step guide for any designer, who aspires to go from confusion to confidence: On lead generation, clarifications and estimation. On managing conversations, clients’ expectations and payments. On hiring trustworthy freelancers and keeping them happy. And on using tactics and tools, that increase your productivity.

Whether you are starting out as a freelancer, looking for inspiration for your current practice, or struggling with the stress of a difficult client relationship, ‘The Client Process’ is the guide for you.