Write down your goals
Outline your ideal project process
Visualise the jaw-dropping experience.
But that's where I come in...
You might not have a proven, professional client experience you can consistently stick to … YET.
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This isn’t about copy-pasting what worked for me.
Your design studio >> your way.
Whether you’re looking to streamline your workflows in Dubsado or ClickUp, perfect your client experience, or gain the confidence to manage your studio with ease, we start by diving into your business.
Don’t be scared, I’ve been where you are and won’t judge or rush you as we start to untangle the chaos of your current processes or systems and identify areas for improvement.
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Sure, having your business run on auto-pilot sounds great but that’s not you.
Yes, you want more time to focus on design. And yes, you want to spend less time on admin.
But you are hands-on because you truly care about your clients and want them to have an amazing and personalised experience.
Together, we’ll streamline your client-facing and back-end processes, find the right balance for you between saving time and keeping your client projects personal.
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You do not only feel confident in yourself as a designer but also as a business owner.
You no longer start your mornings by sifting through sticky notes to remember what you need to do that day.
You quit building from scratch for every client and you have a professional, consistent and referral-worthy client experience that keeps projects within the timeline and scope.
And since you started to present your pricing, process and boundaries with confidence, clients value your expertise.
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Get my eyes on your business and transform your entire client process in 4 weeks no matter the systems you’re using.
Say goodbye to chaos→
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Opt for Done-with-You Dubsado & ClickUp Systems setup programmes to streamline your internal and client-facing workflows.
START YOUR SETUP →
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I’ve got you covered with long-term coaching designed for scaling & Done-for-You systems setup to take your studio to the next level.
GET THE SUPPORT YOU NEED→
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In an industry where everyone is competing for the same high-budget clients who value your experience, processes and input, an elevated client experience is your best marketing.
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Get immediate access to 4.5 hours of video recordings from the live workshops held in February 2024.
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20 email templates, tailored for Dubsado, leveraging Dubsado smart fields to automatically personalise everything from client names to project details.
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A Notion Board that breaks your setup into 5 steps— all you have to do is follow along.
So you thought Dubsado was the answer, but it did not quite work out that way…
Get access for
£50
Get access for £50
Grab this training →
Guide your clients, turn projects into a collaborative experience, and provide them with an amazing client experience.
Stop procrastinating. You know your processes are inefficient, but you don't know where to start with Dubsado.
Confidently set boundaries with clients and keep project timelines on track.
Feel confident when onboarding clients and ensure you’ve covered all your bases and don’t have your clients feeling bewildered without a clear, organised process.
Have mapped out your inquiry, onboarding, and offboarding workflows.
Have a step-by-step checklist to get started with setting up your Dubsado.
Be clear on the advantages of using Dubsado to elevate your processes.
Have the foundational skills and knowledge, but above all the confidence needed to start your setup
Streamline and elevate your workflows to create referral-worthy client experiences.
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Map out your new process and create all emails, templates, and forms to deliver your projects to give you a comprehensive, ready-to-use client experience system
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2x 90-minute personalised support sessions to provide in-depth guidance and personalised support.
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Guided programme with templates and examples to make the process easier and more intuitive.
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Hands-on support & feedback so that you can keep making progress.
4 weeks of support
£300
THIS IS WHAT I WANT →
You’re a brand and/or website designer who has 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 streamline 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.
4 weeks of support for £300
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.
Elevate your client process with Dubsado
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As much support as you need to map out your elevated client process including what to put in your emails, proposals and questionnaires.
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2x 60-minute personalised support sessions per month.
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There is no limit to the number of services or workflows that we can build out in your Dubsado
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We will build your Dubsado one step at a time, tackling a few features in each session. You will continue the implementation between sessions.
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Hands-on support & feedback so that you can keep making progress.
Most clients need 3 to 4 months.
£300/Month
TELL ME MORE →
You're not using Dubsado to its full capabilities: You keep learning more about Dubsado's features, which is great, but it also means you keep having to go back and improve your forms and emails.
Your current processes are inefficient and time-consuming: Let’s map out your existing workflows, identify areas for improvement, and configure Dubsado to automate repetitive tasks and streamline your processes.
You need help creating professional forms and templates: You’ve got the design part down of your forms but which questions to ask– not so much. We’ll create custom forms that provide a seamless experience for your clients and give you all the information you need to keep the project moving along.
You're unsure how to set up automated workflows: Let’s create and test automated workflows that handle client inquiries, follow up on onboarding questionnaires and send invoices ensuring nothing falls through the cracks while maintaining a personal touch.
You want to integrate Dubsado with your existing tools and systems: We’ll connect Dubsado with other platforms you use, such as your calendar, email, and project management systems, for a cohesive and effective setup.
Streamline your internal client process with ClickUp
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All the support you need to map out your elevated client process.
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2x 60-minute personalised support sessions per month.
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There's no limit to the # of spaces, folders or lists that we can build out in your ClickUp
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We'll build your ClickUp 1 step at a time, tackling a few lists in each session. You will then continue the implementation between sessions.
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Hands-on support & feedback so that you can keep making progress.
Most clients need 3 to 4 months.
£300/Month
I NEED THIS →
Your current processes are chaotic and inefficient: Let’s map out your existing workflows, identify areas for improvement, and set up your ClickUp to give you a centralised platform designed to manage all your design tasks and track progress across all your projects.
You're not using ClickUp to its full capabilities: It's is not meant to be a glorified to-do list. We’ll set up your ClickUp in such a way that it will improve your efficiency & help you manage your projects seamlessly.
You need help creating professional project templates: We’ll design custom project templates, task lists, automations and timelines that reflect your workflow and ensure a consistent approach to managing projects.
You want to integrate ClickUp with your existing tools and systems: We’ll connect ClickUp with other platforms you use, such as your calendar, Zoom, and client management systems, for a cohesive and well-organised setup.
I deeply appreciate the creative minds who keep pouring their hearts into building unique and captivating brands and websites for their clients.
Running a design studio takes more than simply being great at your craft— you’re constantly juggling project management, client demands, and endless admin tasks.
Even when deadlines loom and scope creep threatens to derail your projects, clients expect you to turn your creativity on like a lightbulb—instant, bright, and ready to dazzle. While your clients might be happy with the end result, you’re left exhausted.
I didn’t add educational resources to my design studio merely as a smart business move; I walked away from designing. I now can wholeheartedly dedicate my energy and expertise to helping designers like you streamline their processes and elevate their client experiences.
You need someone on your side who understands the frustrations of projects running out of scope and the struggles of explaining to clients that because their favourite colour is pink it does not mean it belongs in the colour palette for their branding. But I’m not here to teach you how I ran my design studio.
Instead, I roll up my sleeves, dig into the details with you, and develop a personalised strategy to help you build a design studio that runs seamlessly, establish more efficient processes, and leave your clients more satisfied
Meet Your New left-brained behind-the-scenes partner →
what the results can be like when ...
You untangle the chaos and streamline the process.
“I was struggling to understand ClickUp and how it could impact our design agency.”
I knew that I needed the longer-term investment of handholding whilst I worked through all our processes. And now I am much more confident and I am excited to put my learnings and ClickUp set-up into practice with future clients.
The setting up of Dashboards within ClickUp has been a huge gain. Being able to point my colleagues to a dashboard that will answer all those little questions that they keep asking me has already taken a load off. Having a new customer tell me that whilst our approach was the friendliest of all she had received, our structured work plan was also the most professional.
Stephanie is worth every single penny and more. You may think you' re working with Stephanie on one part of your business but you'll find her knowledge and insight will far out way just that one problem and solution. The little videos when I was facing something niggling between our sessions were invaluable!
Katie Fenton
Project Manager at Two Fentons Design Agency
“Before working together my brain was all over the place. I'm good at what I do but I'm a right-brained thinker and have been called a free spirit many times. So, the business side of things was such a struggle for me.”
The program was challenging for me, but in a way that I needed it. It took me far out of my comfort zone but I felt you were great at keeping in touch and answering my questions during and between each session and gently pushed me to stay on top of my homework. I was so appreciative of the documents you shared and the videos have been such a great help!!
Now, my confidence in managing the business side of things has been astounding! It's even helped me streamline my services and offer some new ones. I feel like I've been able to set a clear direction for my business, I'm streamlining and clarifying my service offerings, reevaluating my pricing, monitoring the business better, and it's so much more organized.
Sara Uhlenbrock-Heath
Brand & Website Designer
at Uhlsee Communications
“Before working together I had created my Dubsado account but did not know how to get started with mapping out my workflows and then getting them in Dubsado. I just could not figure it out”
I used Gmail, Google Drive, Canva and Calendly to manage my client process and it felt like I was constantly winging it. I did not know what to do for which client and when I needed to do them and tasks started falling through the cracks.
There is no way I would have mapped out everything without your help. You're so clear on what needs to happen and explain how to do it inside Dubsado. I found you even more valuable than a Dubsado queen. You are an amazing business mentor! I mean how many people can support you with Dubsado setup and mentor you at the same time?
Katen Karlten
interior designer at bloom again design