Most designers don’t need more tools.
They need better systems.
If inquiries, client kickoff, project delivery, or team workflows feel messy, I’ll help you build the structure behind the work so everything runs more smoothly — with less manual follow-up, fewer missed steps, and clearer handoff from one stage to the next.
Choose the package that fits your biggest bottleneck — internal operations, client kickoff, or a fully connected sales-to-delivery system.
Not sure where to start?
Choose Operations Reset if your projects, tasks, and team workflows feel disorganized.
Choose Client Kickoff if inquiries, follow-up, proposals, or onboarding feel inconsistent.
Choose Delivery Mastery if you need client kickoff and project delivery to work together in one connected system.
Operations Reset
Transform your messy ClickUp into a clear, organized workspace so projects, task handoffs, and team responsibilities are easier to manage.
Investment
Starting at $2,500
Timeline
1-2 weeks
Includes
ClickUp Setup
Organized Workspace
Task Templates
Team Hub
Client Dashboards
Custom Statuses
Internal & Client Spaces
Workload Overview
Outcome
Projects, tasks, and team responsibilities become clearer, more visible, and easier to manage.
No obligation. You’ll receive a proposal with the recommended package after the call.
👉 Best for → Designers and studios struggling with messy project workflows, inconsistent task management, or limited visibility across active client work.
🔥 Most Popular
Client Kickoff
Create a smoother path from inquiry to active client with a structured pipeline, automated follow-up, and a cleaner kickoff process.
Investment
Starting at $3,500
Timeline
2-3 weeks
Includes
GoHighLevel Setup
Sales & Client Pipeline
Pipeline Automation
Forms & Booking
Automated Follow-Up
Proposals & Contracts
Onboarding Form Setup
Client Kickoff Automation
Optional AI Assistant Add-On
Starting at $397/month
Supports lead capture, inquiry response, and appointment booking across your website, Facebook, and Instagram.
Outcome
New clients move more smoothly from inquiry to a fully onboarded, ready-to-serve state.
No obligation. You’ll receive a proposal with the recommended package after the call.
👉 Best for → Designers and studios that need a better way to manage inquiries, follow-up, booking, proposals, and new client onboarding.
Delivery Mastery
Connect client kickoff and project delivery so signed clients move smoothly into an organized project setup with less manual handoff.
Investment
Starting at $6,000
Timeline
3-4 weeks
Includes
GoHighLevel to ClickUp Integration
Sales & Client Pipeline
Pipeline Automation
Forms & Booking
Automated Follow-Up
Proposals & Contracts
Onboarding Form Setup
Client Kickoff Automation
Automated Project Setup in ClickUp
Optional AI Assistant Add-On
Starting at $397/month
Supports lead capture, inquiry response, and appointment booking across your website, Facebook, and Instagram.
Outcome
Signed clients move into organized project setup with less manual handoff and smoother delivery.
No obligation. You’ll receive a proposal with the recommended package after the call.
👉 Best for → Designers and studios with a manual handoff between new client signup and project setup who want work launched faster with less admin.
How Getting Started Works
1 - Systems Review
A 30-minute call where we review your lead capture, kickoff, and delivery systems — and explore opportunities to simplify your operations.
2 - Proposal
You’ll receive a proposal outlining services, setup, and pricing. Review and sign the agreement, then complete payment to move forward.
3 - Onboarding
Once payment is complete, you’ll receive a link to schedule your Onboarding Call. We’ll gather details and map out the next steps for setup and launch.
