MODULE 02

Set your foundation

Create packages + add-ons

Outline your process + timeline

Determine your rates

MODULE 03

Market yourself

Map your ideal client and learn about the buyer journey

Develop your “it factor”

Create your marketing + sales plan

Templates + resources: vision + income worksheet, organized business worksheet, map your schedule worksheet, package and process worksheets, ideal client + market research worksheet, buyer journey worksheet, developing your it factor worksheet, marketing + sales game plan, my service guide + service guide planning worksheet

Templates + resources: 30 canned client emails, Asana* project template

*Asana template can be adapted to your project management tool of choice

MODULE 01

Getting clients

How to set up your “new lead intake questionnaire”

How to set up your lead capture form

How to nail your discovery calls

MODULE 02 

Your booking process

How to set up your proposal + contract templates in Dubsado

How to prep your project systems

How to set up a client onboarding workflow in Dubsado

MODULE 03

Collecting content

Laying the groundwork for a streamlined content collection process

How to set up your client homework

How to tweak your process to develop a voice + tone for your client

Form the final copy for your clients

MODULE 04

Presenting work & gathering feedback

How to present your website projects

How to guide the feedback process

MODULE 05

Offboarding clients

How to wrap up your projects like a champ

Templates + resources: New lead intake questionnaire, lead capture form sample, sales call meeting agenda, canned emails, proposal sample, contract sample, Website Content Guide, voice + tone exercises, presentation + feedback form sample, project wrap up checklist, project feedback form (to send clients)

MODULE 01 

Optimize your website & portfolio

I want the whole internet to clearly know what “your thing” is and how to book with you! We’ll cover messaging on your website, creating a portfolio that sells and increasing traffic to your website.

MODULE 02

Optimize your sales funnel

This is where we take the simple sales funnel you created during step 3 and upgrade the crap out of it so that it’s extra magical and attractive to your ideal client 🙂 10+ pages of step-by-step instructions and examples!

MODULE 03

Add website strategy to your process

Add MAJOR VALUE to your services and increase your prices with confidence! You’ll get a strategy call script and lessons on mapping out your client’s website strategy so you can deliver better results.

MODULE 04

Client leveraging

You work REALLY hard to get clients, so why not leverage those relationships to get new ones? I’ll show you how to set up a SIMPLE low-tech referral system that allows you to use the network you already have, using nothing more than a simple spreadsheet and a canned email.

MODULE 05

Diversify your income

It can be good to develop ongoing services and supplementary services (or even digital products) to create recurring revenue and stabilize your business. I’ll show you how to present your ongoing services or develop + sell a simple evergreen product to diversify your income!

MODULE 06

Advanced Dubsado set up

Dubsado is a SUPER robust tool but we only cover need-to-know information in the first 3 steps (to save your sanity). You can use this module in step 4 to dive deeper into the tool and learn extra ways you can use Dubsado to streamline your processes and workflows.

MODULE 07

Hiring support

In this module you’ll think about what support would be most helpful as you build out your team. We’ll go over where to find these people, how to create a job posting, what to ask during interviews and other things to think about as you hire support for your business!

MODULE 08

Metrics & data

Collecting data helps you understand your growth and empowers you to make better decisions for your business! I’ll break all of that down for you and give you simple spreadsheets you can use to track your progress and keep an accurate pulse on the health of your business.

Templates + resources: Strategy call meeting agenda, referral system swipe copy to send your clients, design credit tracking spreadsheet, canned emails, ongoing service ideas, Dubsado tip library, hiring worksheet, weekly business metric spreadsheet

Melanie Lea