Client Projects by Design
STOP REINVENTING YOUR CLIENT PROCESS WITH EVERY PROJECT
You build custom workflows for each client—tweaking the same emails, explaining your process from scratch, figuring out what happens next while you're already in the middle of it.
It's not just draining. It's costing you evenings, weekends, and the creative energy you need for the work clients actually pay you for.
WHAT HAPPENED TO THE CREATIVE WORK YOU LOVED?
You care deeply about your clients. That's not the problem.
The problem is you're spending creative energy on logistics instead of design. Every time you sit down to create, you're already mentally exhausted from:
This constant cycle is robbing you of the energy and joy that made you start your design studio in the first place.
Explaining (again) how your revision process works.
Hunting through email threads for that one piece of feedback.
Wondering if you've forgotten something important.
Responding to "just checking in" emails because clients don't know where they are in your process.
Even when your clients are happy with the final result, you're left working evenings and weekends to complete projects.
And when scope creep threatens to derail everything, you don't have clear frameworks for handling it, so you either give in (compromising your boundaries) or respond defensively (damaging the relationship).
And when scope creep threatens to derail everything, you don't have clear frameworks for handling it—so you either give in (compromising your boundaries) or respond defensively (damaging the relationship).
Even when your clients are happy with the final result, you're left working evenings and weekends to complete projects.
YOU DON'T NEED ANOTHER DESIGNER'S "PROVEN SYSTEM"
You've probably seen those pretty Notion project management templates that include gorgeous client portals that promise to solve everything.
Maybe you've even bought one. Spent a weekend setting it up. And quietly abandoned it two months later because it felt like you were trying to squeeze your work into someone else's brain.
Here's what I know after working with countless designers...
The chaos in your design studio isn't because you're disorganised. It's because you're trying to hold an entire business in your head while copying systems built for how someone else works.
Those "6-figure designer templates"?
They don't account for how YOUR brain works. How YOU want to serve clients. What drains YOUR energy specifically.
Gets everything out of your head so you stop starting from scratch every day.
Protects your boundaries without making you feel rigid or robotic.
Reduces mental load so you can reserve energy for strategic, creative work.
Supports thoughtful client care without draining your capacity.
What you actually need is a systematic process that:
That's exactly why I created
Client Projects by Design
K
In six weeks, you’ll have a complete client care system that protects your creative energy & gets everything out of your head.
You'll map your full process—both what clients experience and your internal workflow—from inquiry through offboarding. Then you'll create every piece you need: contact forms, proposals, welcome guides, discovery questionnaires, feedback systems, and all the emails that guide clients through your process.
Everything is designed around how your brain works, not how someone else’s template says it should.
Whether you eventually implement this in Dubsado, ClickUp, or a combination of Gmail and Google Forms, you'll have the documented process and materials ready to use.
GET ON THE WAITLIST →
In six weeks, you’ll have a complete client care system that protects your creative energy and gets everything out of your head.
You'll map your full process—both what clients experience and your internal workflow—from inquiry through offboarding.
Then you'll create every piece you need: contact forms, proposals, welcome guides, discovery questionnaires, feedback systems, and all the emails that guide clients through your process.
Everything is designed around how your brain works, not how someone else’s template says it should.
Whether you eventually implement this in Dubsado, ClickUp, or a combination of Gmail and Google Forms, you'll have the documented process and materials ready to use.
What you'll gain from this program.
This program is based on coached implementation with checkpoint submissions. You get access to the full program from day one, but personalised feedback unlocks only when you submit your work.
That feedback is what keeps you moving when you hit roadblocks: when you're not sure how to structure revisions if you don't design the website in one go, when you're questioning if you need a brand discovery call if you already have a questionnaire, or when your packages don't align with how the proposal template is structured.
Over six weeks, you receive personalised feedback at every checkpoint: two 60-minute coaching calls, one video feedback review, and three question forms with guidance tailored to your specific situation. You’re not left to figure things out alone when the process doesn’t fit perfectly.
By the end of six weeks, everything is documented, templated, and ready to implement. No more carrying your process in your head. No more starting from scratch with every client.
This program is based on coached implementation with checkpoint submissions. You get access to the full program from day one, but personalised feedback unlocks only when you submit your work.
That feedback is what keeps you moving when you hit roadblocks: when you're not sure how to structure revisions if you don't design the website in one go, when you're questioning if you need a brand discovery call if you already have a questionnaire, or when your packages don't align with how the proposal template is structured.
Over six weeks, you receive personalised feedback at every checkpoint: two 60-minute coaching calls, one video feedback review, and three question forms with guidance tailored to your specific situation. You’re not left to figure things out alone when the process doesn’t fit perfectly.
By the end of six weeks, everything is documented, templated, and ready to implement. No more carrying your process in your head. No more starting from scratch with every client.
You'll walk away with a comprehensive, ready-to-use client care system that protects your energy while delivering consistent, thoughtful experiences to your clients.
Here's your complete 6-week journey
week 1 & 2 | inquiry & Sales Phase
Based on the phase your business is in, you'll create your inquiry process from the contact form through to the signed contract.
You'll create your contact form questions and consultation call script to qualify leads and spot red flags.
Then you'll write the content for your proposal template, contract template, and all your sales emails.
You'll submit Checkpoint 1 to unlock your first coaching call.
week 3 & 4 | Onboarding phase & Project Delivery
Design how you guide clients from signed contract through project completion.
You'll create your welcome guide, discovery questionnaire, feedback forms, and feedback guidelines - the pieces that prevent scope creep and miscommunication.
Document your design phases, revision process, and write all your project emails.
You'll submit Checkpoint 2 to receive detailed video feedback on where to tighten things up.
Week 5 & 6 | Offboarding phase & Complete your client care System
Build your end-of-project process, from handover through testimonial request.
You'll create handover materials, project feedback forms, and all offboarding emails.
Then you'll revise your earlier work based on feedback and compile your complete client care system from inquiry through offboarding.
You'll submit Checkpoint 3 to unlock your final coaching call, where we'll plan your implementation strategy.
GET ON THE WAITLIST →
01
the FOUNDATIONS
Underneath every module is the same seven-step framework, applied to a different phase of your design projects.
It's the foundation you'll use to get your process out of your head, analyse honestly where it breaks, document every scenario it needs to handle, define the decisions and triggers behind it, and turn it into a visual map you can use to implement.
This isn't about forcing yourself into another designer's process. It's about building a client care system that protects your creative energy, helps you handle any situation with confidence, and gives every phase the same depth and foundation.
02
INQUIRY TO CONSULTATION CALL
Your sales phase is where wrong-fit clients get in if your process isn't collecting the information you need early enough. A contact form that doesn't ask the right questions. No clear way to spot mismatched expectations, unrealistic timelines, or clients who aren't ready to move forward before you've already invested time into the project.
This module helps you build a complete process from inquiry to consultation call that filters the right clients in before anything is agreed upon.
Includes: Contact form question examples tailored to your business stage, consultation call structure and question guidance, and sales email scripts.
03
FORMALISING THE PROJECT
This is where expectations either become clear and enforceable, or they don’t. Most boundary issues don’t start during the project; they start in what was agreed before it begins: a scope that wasn't specific enough, timelines that were assumed rather than defined, and terms that weren’t clearly defined.
This module helps you formalise the project before work starts, so expectations, responsibilities, timelines, and payments are set from the start, not clarified later once problems appear.
Includes: Scope and timeline planning tools, proposal structure guidance with Canva template, and formalisation email scripts.
Inside the Client Projects by Design Program
04
ONBOARDING TO BRAND DISCOVERY
The gap between a signed contract and project kickoff is where projects start to go wrong. Not because clients are difficult, but because they haven’t been told what to do next or why it matters. Questionnaires go unanswered. Content arrives late. Discovery sessions produce vague answers.
This module builds the process that gets clients prepared and keeps momentum from the moment they pay their deposit.
Includes: Welcome guide structure guidance with Canva template, onboarding workflow guidance, brand discovery questionnaire examples, and onboarding email scripts.
05
THE DELIVERY PROCESS
Most breakdowns during design happen because there’s no clear system for how feedback and revisions are handled. Revision requests that reopen decisions you thought were closed, and clients who can't give useful feedback come from a process without a defined structure or clear boundaries.
This module helps you build your delivery process for brand and website projects, so every phase is defined, and you have a clear system to refer back to when things don’t go to plan.
Includes: Workflow guidance for brand and website projects, feedback form templates, feedback guidelines, and design phase email scripts.
06
HANDOVER TO OFFBOARDING
How a project ends shapes what a client says about you afterwards, and most designers rush this phase or skip it entirely because by the time they get here, they’re already thinking about the next project. Files are delivered without context, follow-up doesn’t happen, and testimonial requests never get sent.
This module helps you build a complete handover and offboarding process so every project closes clearly, professionally, and intentionally.
Includes: Handover framework and call structure, combined project feedback and testimonial form template, guidance on building usable testimonials, and offboarding email scripts.
It's easier to trust someone else's system than to trust yourself. Because if it doesn't work (again), it doesn't hurt as much, right?
Sure, there are easier ways to get organised
So yes, you could buy another designer's "proven 5K design project process" that has a sales page full of amazing testimonials.
But here's what you don't see, but what my clients frequently tell me after they've tried those templates:
They add to the overwhelm. They leave you questioning why these tried-and-tested workflows don't seem to work for you, while they work for everyone else. Leaving you more convinced than ever that you're "just not an organised person."
Or, you could build YOUR sustainable client process with guidance from someone who understands your processes need to fit how you work.
Thought they just needed "better clients" (but even dream clients went quiet mid-project)
Believed they were "just not organised people" (but they'd successfully delivered dozens of projects)
Assumed the problem was their tools (so they jumped from Notion to ClickUp to Asana and back to notebooks).
Which is why I built this as a coaching program instead of handing you another template. I've worked with designers who...
What changed their belief? They stopped trying to copy-paste someone else's process.
They mapped both what clients see AND how they actually execute the work. They built systems around how their brain works, not how another designer's template told them to work.
The chaos wasn't a personality flaw. It was a process gap.
That's why this program focuses on mapping YOUR process first, then building YOUR system. Not forcing you into mine.
Your investment
Everything you need to build client care processes that protect your creative energy, give you confidence to handle any situation that emerges, and create thoughtful experiences—without burning yourself out in the process.
CPD | Program Hub (in Notion): 6 modules with workbooks, templates, and video guidance that helps you evaluate your current process, map your new workflow, and write the content for your emails, templates, scripts, and questionnaires.
A pre-populated list of everything you need to build that updates as you work through the modules. Remove what doesn't apply, add what's specific to you & use it as your reference when you're ready to implement.
3 Checkpoint Submissions: Submit your work to receive feedback on your sales process, onboarding and project delivery, and offboarding system. Submissions unlock your coaching calls and video review.
2 x 60-Minute Coaching Calls providing in-depth, personalised support for your specific challenges, not generic advice.
1 Video review of your materials between coaching calls after Checkpoint 2 to keep you moving.
3 Question Support Forms: Submit questions throughout the program and receive video feedback, written guidance, or resource links within 3 business days
£400
6 weeks of support
GET ON THE WAITLIST →
A pre-populated list of everything you need to build that updates as you work through the modules. You remove what doesn't apply, add what's specific to your process & use it as your reference when you're ready to implement.
Is this the right program for where you are right now?
This is for you if ...
You care deeply about your clients, but that care is burning you out: We'll design protective systems that let you deliver thoughtful care without sacrificing your own wellbeing or working unsustainable hours.
Your client interactions feel disorganised & you constantly question your process: Let's map your client journey so you can stop holding everything in your head and start working with confidence at every stage.
You want to systematise repetitive tasks without losing the personal touch: We'll document your process and create templates that protect your energy while keeping the thoughtful, hands-on approach your clients value.
You're struggling to protect boundaries and manage scope: We'll develop clear frameworks for setting boundaries, communicating them effectively, and handling scope conversations with confidence, so you're not constantly defending your process.
You're tired of constantly explaining "what happens next": We'll create a communication system that guides clients through your process clearly, freeing you from repetitive explanations and giving you back mental capacity for creative work.
you need something different if...
You're managing a team or agency: This program is designed for solo designers who make their own decisions about their process. Team dynamics and multiple stakeholders require a different approach.
You're looking for copy-paste templates from a 6-figure designer: This program isn't about implementing someone else's process. We're designing YOUR sustainable way of working that fits how your brain works and how you like to work.
You want done-for-you rather than guided implementation: While I provide frameworks, templates, examples, and coaching, you'll be doing the work of mapping your process and creating your materials. This is about learning to design your own client care process, rather than handing it off.
You're focused on getting more clients right now: This program is about systematising how you deliver your design projects, not about marketing or client acquisition. If you're in survival mode, trying to land clients, that needs to come first.
You don't have client project experience yet: You need to have worked with clients to know what's working, what's draining you, and what needs to change. If you're brand new, get a few projects under your belt first.
Frequently asked questions
Who is this program designed for?
This program is designed for brand and website designers who care deeply about their clients but are burning out—working evenings and weekends, constantly explaining their process, and struggling to protect boundaries.
But this is especially for designers who've tried to systematise before but didn't finish. You need accountability and personalised guidance, not just more content.
Whether you use ClickUp, Asana, Dubsado, HoneyBook, or combine Calendly, Gmail, and Google Forms—this program helps you map YOUR complete process first. You can then implement it into whatever tools work for you.
Will I learn how to use ClickUp or Dubsado as part of this program?
No, this program focuses on mapping your client experience and creating your templates, not software training.
If you want to implement your process into ClickUp or Dubsado afterwards, you absolutely can (and the mapping work you do here makes that implementation much smoother). But this program is tool-agnostic by design, so you can use whatever systems work for you.
If you specifically want hands-on help setting up ClickUp or Dubsado, that’s what the Done-With-You (DWY) Setup program is all about.
What support do I get between the two coaching calls?
This isn't a group program, you'll start your six weeks from the day you enroll. But because you need my direct support throughout (answering question forms, reviewing submissions, conducting your coaching calls), I can only take on new clients when there's no overlap with scheduled time away. The booking window structure ensures I can give you the support you need.
Your timeline runs for 42 days from enrollment. Three checkpoint submissions unlock your coaching calls and video feedback:
- Checkpoint 1 (Week 2): Sales phase materials → Unlocks first 60-minute call
- Checkpoint 2 (Week 3): Project delivery materials → Video feedback review
- Checkpoint 3 (Week 5): Complete client journey → Unlocks final 60-minute call
Any unused checkpoints or unbooked calls expire on Day 42.
How much time will I need to dedicate?
Expect the heaviest workload between week 2 and 5 when you're creating your templates and materials across all three checkpoints.
While the program includes video guidance, frameworks, and coaching support, you'll be mapping your process and creating your materials. This isn't passive learning, you're building your complete client care system.
If you're fully booked with client work, consider when you'll have capacity to dedicate to implementation. The checkpoint deadlines keep you on track, but you need time to do the work.
How is this program different from other client experience programs?
You're right to be sceptical. Most programs hand you pre-made templates and expect you to figure out how to make them work for your business. This program does the opposite: we map YOUR process first, then build YOUR templates.
This is coached implementation with submission checkpoints, not a self-paced course you work through alone. You'll get personalised 1:1 support throughout, not just group Q&A calls or a course you work through alone. Two 60-minute coaching calls plus video feedback and question support mean you're never stuck implementing on your own.
This isn't about copy-pasting someone else's "proven system." It's about designing sustainable client care that fits how your brain works and how you want to serve clients.
What if I've already tried other templates or systems that didn't work?
That's exactly who this program is for.
If you've bought templates that sit unused, jumped between tools trying to find "the right one," or convinced yourself you're "just not an organised person", you're not alone. Most designers I work with have tried (and abandoned) multiple systems.
The difference here is I'm not handing you another template to force yourself into. We're mapping how YOU actually work, then you can build YOUR system around that. The organisational chaos you've had so far wasn't a personality flaw; it was a process gap.
The checkpoint structure ensures you actually complete this instead of abandoning it halfway through like other programs.
Why do you require submissions to unlock coaching calls?
With most programs you consume the information passively, and three months later it's sitting in your downloads folder untouched. The submission structure forces implementation as you go, not after the program ends when you're back in client chaos.
When you submit your sales process before the first coaching call, I can review your specific situation and give you targeted guidance instead of generic advice. When you submit your onboarding system before the video review, I can catch the gaps you're missing before you launch it with clients.
This structure is designed around completion, not consumption.
How long does the program last, and when can I start?
You get support every week of the program. Three question forms are sent throughout (week 1, 3 and 6), where you can submit questions about anything you're stuck on. You'll receive video feedback, written guidance, or resource links within 3 business days.
Between your two coaching calls, you'll also receive a full video review after Checkpoint 2, where I walk through your onboarding and project delivery materials and show you exactly where to tighten things up.
This is coached implementation with submission checkpoints, not a self-paced course you work through alone. You'll get personalised 1:1 support throughout, not just group Q&A calls or a course you work through alone. Two 60-minute coaching calls plus video feedback and question support mean you're never stuck implementing on your own.
This isn't about copy-pasting someone else's "proven system." It's about designing sustainable client care that fits how your brain works and how you want to serve clients.
How is this program different from other client experience programs?
This program is designed for brand and website designers who care deeply about their clients but are burning out—working evenings and weekends, constantly explaining their process, and struggling to protect boundaries.
But this is especially for designers who've tried to systematise before but didn't finish. You need accountability and personalised guidance, not just more content.
Whether you use ClickUp, Asana, Dubsado, HoneyBook, or combine Calendly, Gmail, and Google Forms—this program helps you map YOUR complete process first.
You can then implement it into whatever tools work for you.
Who is this program designed for?
No, this program focuses on mapping your client experience and creating your templates, not software training.
If you want to implement your process into ClickUp or Dubsado afterward, you absolutely can (and the mapping work you do here makes that implementation much smoother). But this program is tool-agnostic by design, so you can use whatever systems work for you.
If you specifically want hands-on help setting up 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?
But because you need my direct support throughout (answering question forms, reviewing submissions, conducting your coaching calls), I can only take on new clients when there's no overlap with scheduled time away. The booking window structure ensures I can give you the support you need.
Your timeline runs for 42 days from enrollment. Three checkpoint submissions unlock your coaching calls and video feedback:
Checkpoint 1 (Week 2): Sales phase materials → Unlocks first 60-minute call
Checkpoint 2 (Week 3): Project delivery materials → Video feedback review
Checkpoint 3 (Week 5): Complete client journey → Unlocks final 60-minute call
Any unused checkpoints or unbooked calls expire on Day 42.
How long does the program last, and when can I start?
While the program includes video guidance, frameworks, and coaching support, you'll be mapping your process and creating your materials. This isn't passive learning, you're building your complete client care system.
If you're fully booked with client work, consider when you'll have capacity to dedicate to implementation. The checkpoint deadlines keep you on track, but you need time to do the work.
How much time will I need to dedicate to this program?
If you've bought templates that sit unused, jumped between tools trying to find "the right one," or convinced yourself you're "just not an organised person", you're not alone. Most designers I work with have tried (and abandoned) multiple systems.
The difference here is I'm not handing you another template to force yourself into. We're mapping how YOU actually work, then you can build YOUR system around that. The organisation chaos you've had so far wasn't a personality flaw, it was a process gap.
The checkpoint structure ensures you actually complete this instead of abandoning it halfway through like other programs.
What if I've already tried other templates that didn't work?
With most programs you consume the information passively, and three months later it's sitting in your downloads folder untouched. The submission structure forces implementation as you go, not after the program ends when you're back in client chaos.
When you submit your sales process before the first coaching call, I can review your specific situation and give you targeted guidance instead of generic advice. When you submit your onboarding system before the video review, I can catch the gaps you're missing before you launch it with clients.
This structure is designed around completion, not consumption.
Why do you require submissions to unlock coaching calls?
You'll receive video feedback, written guidance, or resource links within 3 business days.
Between your two coaching calls, you'll also receive a full video review after Checkpoint 2, where I walk through your onboarding and project delivery materials and show you exactly where to tighten things up.
What support do I get between coaching calls?
created with designers in mind
Don’t leave without sprinkling your design studio with some organisational dust today with these free resources
01
Every project drains you more than the last. Templates haven't fixed it. Courses didn't stick. This guide explains why, and shows you what's actually driving the scope creep, vague feedback, and exhaustion.
GET THE guide →
02
You've tried setting up Dubsado before and quit halfway through. This guide starts where you need it, writing down your inquiry flow on paper first, then building each component in the right order so nothing breaks.
GET THE workflow GUIDE →
03
Stop rewriting the same emails. Get 10 ready-to-customise templates that handle inquiry responses, proposals, concept presentations, and file handover, so you spend less time on email and more time designing.
GET THE templates→
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