Create a Referral-Worthy Client Experience
SEAMLESS PROCESSES THAT WOW YOUR CLIENTS AT EVERY TOUCHPOINT
You repeatedly build custom project-by-project workflows. It’s not only draining—it’s costing you referrals.
Instead, imagine five-star hotel service—but applied to your workflows.
WHAT DOES AN AVERAGE DAY LOOK LIKE?
There is nothing more important for you than making your clients happy.
But every time you reinvent the wheel, you risk delays, errors, and unhappy clients.
The never-ending admin tasks are stifling your creativity, leaving you exhausted and unable to focus on what you do best: creating stunning brands and websites.
Even when your clients are happy, you often catch yourself working evenings and weekends to complete projects.
This constant cycle of exhaustion and burnout is unsustainable and holds you back from delivering the consistent, exceptional experiences your clients deserve.
You need seamless processes that you can stick to for every project, that wow your clients at every touchpoint, and keep projects within timeline and scope.
Your design studio >> Your way
Personalised client processes that fit your needs, how your brain works and how you like to work.
Workflows that integrate with your existing tools and systems to create a seamless process for your clients.
Time-saving templates to present your processes and boundaries clearly so you can keep projects on track.
PRESENTING
Create a Referral-Worthy Client Experience
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Whether you use ClickUp or Asana, Dubsdo or Honeybook or combine Calendly, Gmail and Google Forms this 4-week guided programme will help you to map out your new process and create all emails, templates, scripts and forms to deliver your projects.
You will gain a comprehensive, ready-to-use client experience system, allowing you to stop starting from scratch and instead rely on consistent workflows that impress your clients at every stage and keep projects moving ahead.
It doesn't matter if you use ClickUp or Asana, Dubsdo or Honeybook or combine Calendly, Gmail and Google Forms.
This 4-week guided programme will help you to map out your new process and create all emails, templates, scripts and forms to deliver your projects.
You will gain a comprehensive, ready-to-use client experience system.
Allowing you to stop starting from scratch and instead rely on consistent workflows that impress your clients at every stage and keep projects moving ahead.
Yes, I need a Referral-Worthy Client Experience! →
What you can expect from the programme.
A resource bank with workbooks, templates and over 6 hours of videos that will help you to evaluate your current process + map out your new workflow, including your emails, templates, scripts, and questionnaires.
A checklist that will guide you through every little step from the templates you need to create, to adding clear boundaries to your process and determining which questions to ask during your consultation calls.
There will be 2x 90-minute support sessions (week 2 + 4) to provide in-depth guidance & personalised support.
Email support in between the sessions to ask questions or feedback to keep you moving forward.
The Create a Referral-Worthy Client Experience is fully focused on implementation.
I want you to have a ready-to-use client experience system by the end of the programme. That’s why you’ll find lots of examples inside to speed up the process.
Don’t worry about getting stuck; that’s where the email support will come in. In between your sessions, I will be there every step of the way to support you in creating five-star client experiences.
Say goodbye to chaos and hello to effortless, professional client experiences, making every client feel like a VIP.
Ready to wow your clients? Here's how it works
week 1 | Assess & Plan
Understand your current workflows and build a solid foundation.
You'll map out your existing client processes and identify areas for improvement, laying the groundwork for a streamlined client experience.
week 2 | Refine & Prepare
Refine your current workflows and prepare for enhancements.
Participate in the 90-minute support call to discuss your progress, address challenges, and plan the next steps.
Week 3 | Develop Workflows
Create and integrate your new workflows for key processes.
This includes mapping out your sales and onboarding processes and creating templates to ensure consistency and efficiency.
week 4 | Finalise & Implement
Finalise your new workflows and prepare for implementation.
In a 90-minute support call, you'll refine your process, address any final questions, and ensure everything is ready for seamless execution.
i want to untangle the chaos & streamline my process →
Sure, you can copy-paste a pre-made client process created by another brand or website designer who used it to create a 6-figure design studio.
They have sales pages full of amazing testimonials.
What you don’t see—but what clients frequently tell me—is that those types of templates often add to the overwhelm. Leaving you questioning why these tried-and-tested workflows don’t seem to work for you, while they do for other designers
^^ and no, I'm not simply teaching from my own experience.
Proven techniques and tools to keep design projects on track and within scope, ensuring timely delivery of every project.
Templates and guides to help you communicate clearly and professionally with clients, setting boundaries and managing expectations from the start.
Custom client processes so that you know that every aspect of your process is covered, from client onboarding to final delivery, ensuring a professional, consistent experience every time.
The investment?
A resource bank with over 6 hours of videos that will help you to evaluate your current process + map out your new workflow, including your emails, templates, scripts, and questionnaires.
A checklist that will guide you through every little step from the templates you need to create, to adding clear boundaries to your process and determining which questions to ask during your consultation calls.
There will be 2x 90-minute support sessions (week 2 and week 4) to provide in-depth guidance and personalised support.
Email support in between the sessions to ask questions or feedback to keep you moving forward.
4 weeks of support
£300
Ready to create a design studio that runs like clockwork?
apply for a SPOT today →
Is the Create a Referral-Worthy Client Experience programme right for you?
This is for you if ...
You’re a brand and/or website designer with a client-centric approach: You understand the positive impact your level of client experience has on your business.
Your client interactions feel disorganised and inconsistent: Let’s map out your entire client journey, from initial contact to project completion, ensuring every touchpoint is professional and cohesive.
You want to automate repetitive tasks without losing the personal touch: We’ll create customised templates, automated emails, and streamlined processes that maintain a personal feel while saving you time.
You're struggling to manage client expectations and project scope: We’ll develop strategies to set clear boundaries, communicate effectively, and handle changes in scope with confidence and professionalism.
You want to enhance your client communication throughout the project: Let’s refine your communication plan to guide your clients through the process without them wondering what’s next.
This is not for you if ...
You're looking for a quick fix without being willing to invest time in mapping out, refining and personalising your workflows.
You're not ready to actively participate in the process and want a completely hands-off approach. While I provide the videos, templates and other resources this is not a copy-and-paste client process. You can see this more as a coaching programme teaching you how to create one.
You started your design studio recently and don’t have experience working with clients.
You’re not ready to trust an expert. You’re taking courses and workshops all the time and want to copy what you like from all of these educational resources. You only need some help to put it all together.
Frequently asked questions
Who is this program designed for?
This program is designed for brand and website designers who either don’t want to rely on traditional client or project management tools or who use alternatives to ClickUp and Dubsado. If you’re working with systems like Asana, Notion, HoneyBook, or even a mix of Calendly, Gmail, and Google Forms, this program will help you deliver a streamlined, high-quality client experience without overhauling your tech stack.
Will I learn how to use ClickUp or Dubsado as part of this program?
No, this program isn’t tied to any specific software. I created it specifically to focus on the client experience itself, so you’re not limited by the tools you use. Whether you work in Asana, Notion, Honeybook, or even with a mix of Calendly, Gmail, and Google Forms, this program will help you build seamless processes that are flexible and fit your unique business. If you want dedicated help with ClickUp or Dubsado, that’s what the Done-With-You (DWY) Setup program is all about.
How long does the program last?
- Week 1: Assess & map out your current client workflows.
- Week 2: Refine your workflows, with a 90-minute support call to review and plan next steps.
- Week 3: Develop new workflows and create templates for consistency.
- Week 4: Finalise everything and prepare for seamless implementation, with a final support call.
can we start immediately?
No—this is an application-based program. There are two start dates each month (always on Monday) and these are available on a first-come, first-served basis. Available start dates are listed in the application form. Each start date is limited to one participant to ensure each participant gets the support they need.
How will this program impact my daily workload?
Expect a noticeable impact on your workload, especially during weeks 3 and 4. While the program includes templates, instructional videos, and two feedback calls, you’ll be responsible for to tailor the client experience and all templates to your business. This means you’ll need to dedicate time to mapping your new processes, updating the email templates, and creating templates for proposals, welcome guides etc.
How is this program different from other client experience courses?
This program differs from typical courses because it focuses on active participation. While many programs only offer pre-recorded content, this one emphasises hands-on work tailored to your business. You’ll actively map your workflows and receive personalised feedback, ensuring that the changes are practical and directly applicable.
This program is designed for brand and website designers who either don’t want to rely on traditional client or project management tools or who use alternatives to ClickUp and Dubsado.
If you’re working with systems like Asana, Notion, HoneyBook, or even a mix of Calendly, Gmail, and Google Forms, this program will help you deliver a streamlined, high-quality client experience without overhauling your tech stack.
Who is this program designed for?
No, this program isn’t tied to any specific software. I created it specifically to focus on the client experience itself, so you’re not limited by the tools you use.
Whether you work in Asana, Notion, Honeybook, or even with a mix of Calendly, Gmail, and Google Forms, this program will help you build seamless processes that are flexible and fit your unique business.
If you want dedicated help with ClickUp or Dubsado, that’s what the Done-With-You (DWY) Setup program is all about.
Will I learn how to use ClickUp or Dubsado as part of this program?
- Week 1: Assess & map out your current client workflows.
- Week 2: Refine your workflows, with a 90-minute support call to review and plan next steps.
- Week 3: Develop new workflows and create templates for consistency.
- Week 4: Finalise everything and prepare for seamless implementation, with a final support call.
How long does the program last?
Available start dates are listed in the application form. Each start date is limited to one participant to ensure each participant gets the support they need.
can we start immediately?
While the program includes templates, instructional videos, and two feedback calls, you’ll be responsible for to tailor the client experience and all templates to your business.
This means you’ll need to dedicate time to mapping your new processes, updating the email templates, and creating templates for proposals, welcome guides etc.
How will this program impact my daily workload?
While many programs only offer pre-recorded content, this one emphasises hands-on work tailored to your business.
You’ll actively map your workflows and receive personalised feedback, ensuring that the changes are practical and directly applicable.
How is this program different from other courses?
created with designers in mind
Don’t leave without sprinkling your design studio with some organisational dust today with these free resources
01
Are you tired of staring at a blank screen, agonising over how to word that client email just right?
GET THE TEMPLATE →
02
Are you tired of design project timelines going from 6-weeks to 3-months?
START CREATING TIMELINES →
03
Are you tired of wondering if you have got all your bases covered during your client onboarding?
GET THE CHECKLIST→
don't just take my word for it
“There was a lot of manual work for me as I tweak things with each project I have and too much depends on "when I remember it". I wanted a process that supports me and takes some of my workload away."
I loved this program because it's not only about how to set up a workflow and client experience, but it also bring up topics like brand discovery/strategy and boundaries. It's not only the "hands-on" things that are important there's so much more behind it, and I appreciate that you go deeper.
Josephine - Brand and Website designer at Designs by Josephine