Introduction + Course Materials
1. Inbox Management
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Why You Should Use Gmail/Gsuite (3:19)
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[Optional] How To Set Up Gsuite (10:46)
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Control Your Client’s Expectations With An Autoresponder (6:27)
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Use A CRM Tool To Manage Your Inbox (6:34)
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Organize Your Client Intake Process (6:14)
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Set Up Canned Emails (5:43)
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Create Inbox Filters & Labels (4:45)
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Split Your Inbox Into Categories (3:03)
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FAQ's
2. Project Management: Asana
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Tech Training: Asana (10:49)
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Document Your Design Process (9:41)
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Set Up Client Reminders (3:40)
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How To Communicate With Clients In Asana (3:19)
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How To Use Subtasks (1:26)
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3 Important Things To Remind Your Clients Of & How (4:52)
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Train Your Clients How To Use Asana (3:58)
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Boards Vs Lists (2:03)
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FAQ's
3. Client Onboarding
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The Step-By-Step Client Onboarding Process (8:21)
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Streamline Your Contact Form (10:49)
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Create An Onboarding Page (9:14)
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How To Schedule Client Consultations (7:32)
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How To Conduct Client Consultations (7:47)
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Use My Scorecard Template To Reduce Your Chance Of Working With Bad Clients (6:10)
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Create And Send Your Contract Electronically (6:35)
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Set Up A Professional Invoicing System (13:35)
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Create A Welcome Page (51:59)
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FAQ's
4. Streamline Your Design Process
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Create Your Design Questionnaire (8:51)
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How To Securely Receive Your Clients Passwords (3:09)
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Organize Your Design Assets In Creative Cloud Libraries (3:49)
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Use Keyboard Shortcuts With Illustrator & Photoshop (5:24)
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Must-Have Browser Extensions To Speed Up Your Workflow (5:12)
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Save Time With Illustrator Scripts (4:07)
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Streamline Your Moodboarding Process (Templates Included) (5:09)
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How To Display Your Logo Design Concepts (Template Included) (2:24)
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Use A Brand Board Template (Template Included) (3:45)
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Create Quick & Easy Website Wireframes (9:49)
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Automate Your File-Saving Process In Illustrator (2:51)
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Organize Your Design Project Files (8:39)
5. Project Handoff
