Organize & Automate – Nesha Woolery

Organize & Automate – Nesha Woolery

Streamline Your Design Process In Just 14 Days 2 hours spare each day.

Clients are becoming referral machines.
Double the income in half the hours.
These are just some of the results my students have had, and you can have them too.
How will you accomplish this – Organize & Automate will help get you there. Use my 6-step framework to go from overwhelmed to organized in as little as two weeks!
Heres what youll learn inside
Organize & Automate

Module 01: Inbox Management

Youll learn how to
– Organize and categorize your inbox for maximum productivity.
– Set boundaries upfront with your clients by using an email autoresponder. Ill give you my word-for-word template!
– Use my favourite inbox add-on to automate the follow-up process so youre 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 youre not always typing out the same things to every client.

Module 02: Project Management

Youll learn how to
– Use Asana, my favourite project management tool, so that you can stop managing your projects through back and forth emails and use a system thats 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 theres 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?
– Youll also get a readymade Asana training video to send to your clients, and a video script if youd prefer to create your own!

Module 03 : Streamline Your Design Process

Youll 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

Youll learn how to
– Create a moodboard for your clients so you can establish the aesthetic direction of the project before you begin designing. Youll get five readymade moodboard 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

Youll 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. Its 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

Youll learn how to
– Automate your file-saving process in Adobe Illustrator. Youll 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 dont 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.

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