Your Complete Client Onboarding System for WEBSITE DESIGNERS/DEVELOPERS by Lanie Lamarre

Your Complete Client Onboarding System for WEBSITE DESIGNERS/DEVELOPERS

Put your service sales on auto-pilot by streamlining the BS keeping your from being able to do your best work

Overview

This bundle is designed to help website designers + developers get back to creating amazing online presences for their clients, instead of worrying about back-and-forth emails, payment deadlines + the endless attempts at trying to figure out the best time to discuss their project.
  • 2 workflow templates specific to how website designers + developers on-board new clients either by selling packages or doing discovery/consult calls, as well as different off-boarding scenarios for a one-time set-up as well on-going maintenance work;
  • a library of forms, questionnaires + email templates that take the guesswork out of trying to figure out what to include, all completely drafted for you to either copy + paste or edit to match the unique brand voice your audience knows + expects from you; and
  • some tech suggestions to help you choose an automation platform that will best suit the services you offer + the way you prefer to operate.
Whether you want to DIY your workflow or you want to make it easier to put together everything you need to outsource its creation, this digital bundle provides you with everything you need + more to streamline, automate + organize the way you're selling your website design +/or development services.

NOTE :: This will not teach you how to design or develop websites, nor will it show you how to execute your creative process. This digital download serves to automate how you manage your clients throughout the delivery of your services.

What's included?

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Contents

About your Complete Client Onboarding System
Terms of Purchase
How To Use This Download
Download the PDF here
6.35 MB
Your Workflows
Choosing + Using Workflows
The 6-to-8 week design project
The Maintenance Package
Forms + Questionnaires
LEAD CAPTURE/CLIENT INTAKE
CONTRACTS
INTAKE/SCOPE QUESTIONNAIRE
CONTENT-BUILDING QUESTIONNAIRE
FEEDBACK QUESTIONNAIRE + SUBAGREEMENT
TESTIMONIAL COLLECTION/FOLLOW-UP QUESTIONNAIRE
MAINTENANCE PROGRESS REPORT
Email Templates
INTRODUCTION
PROJECT PROPOSAL
PROJECT START/WELCOME
GETTING STARTED QUESTIONNAIRE
CONTENT-BUILDING QUESTIONNAIRE
2ND PAYMENT
DESIGN PREP SCHEDULING
CHECK IT OUT
FINAL PRODUCT
FINAL PAYMENT
TESTIMONIAL REQUEST
SCHEDULE TUTORIAL
FOLLOW-UP
MAINTENANCE WELCOME
MAINTENANCE PROGRESS REPORT
NOTICE OF EXPIRING SERVICES
EMAIL REMINDER TEMPLATES
BONUS EMAILS
The Tech
How To MacGyver What Already Works For You
CRMs
BONUS ROUND
Unlock your bonus content

Get more done by setting yourself up to have less to do

I'm Lanie Lamarre from Miss #GSD. My jam is to help service-based business owners roll out SMOOTHER projects, score HAPPIER clients + enjoy BIGGER pay-days. (Basically, I help you quit crying in the shower from overwhelm. Because you ARE cut out for this. You just need a better way of operating + doing things!)