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Get My Complete Client Onboarding System to Easily Sign $5k - $50k Branding Projects.
Learn how I have easily onboarded high-value branding clients, generating my agency multi-millions in revenue. Access Beta pricing now!
$444 USD
$297 USD
- PERFECT FOR:
- Creative Freelancers & Solo Entrepreneurs
- Digital Marketers
- Individuals or Teams Looking to Grow
- Newbies Building a Creative Business
- Those Wanting to Scale
- Small Teams (1-4 employees)
What's Included?
- A Simple Guide to Streamlining Proposal Processes and Client Onboarding
- Step-by-Step Instructions on Creating High-Converting Proposals
- Templates and resources for immediate implementation, including email scripts, Proposal Template, Pricing Guide Template, Client Agreements and more
- My Agency’s Internal Quoting & Onboarding System that has generated multi-millions in revenue
- Strategies to streamline operations and boost profitability without extensive time commitment
Unlock the Beta-round price of $297 USD.
Price will increase to $444 USD once the Beta round is at capacity.
Frequently Asked Questions
- Anyone in the creative industry wanting to easily sign high-paying clients
- Solo entrepreneurs and creative freelancers
- Those wanting to move from freelancing to agency
- Creative experts who don’t have time for long-winded courses (think quick and simple)
- Creative experts who want to make their lives easier with systems and consistent cash flow
- Anyone who does not have a systematic proposal and onboarding process
- Those looking to scale and needing structure in place
- Those who need to build a targeted database for future marketing opportunities
- Newbies building a creative business who want the formula from the start
- Teams sized at 1-4 employees
- How to set up your online points of enquiry
- How to discreetly showcase your pricing to sift out time-wasters and qualify leads
- How to easily build a database
- How to communicate the right way to sign on high-value projects
- How to submit an irresistible proposal
- How to onboard your client, ensuring you receive 50% of the project price upfront
- Email templates & triggers
- Discovery call prompts & scripts
- Brand Proposal indesign template
- Capabilities and Pricing Indesign template
- Welcome Kit Indesign template
- Client Agreement Template
- Invoicing Template
- My agency’s roadmap from the first point of contact through to client onboarding and deposit payment
I teach my system to you through our online client portal, where you will access short modules that include templates, video instructions, screen shares, and step-by-step roadmaps. This is an evergreen program, so you can move through it at your own pace and revisit it whenever you need!
Throughout the program, I will recommend resources that you can easily sign up for. You will, however, need Adobe InDesign to ensure you can customise my templates to fit your business.
Absolutely! This program will teach you how to set up your enquiry and onboarding system to ensure a high conversion rate. When I started my freelancing business 10 years ago, I felt lost when it came to qualifying leads, proposals and signing clients. After a decade of refining my process, I have developed a system that consistently attracts and secures high-value clients.
You will have 5 lessons to complete. Using my ready-built templates, you only need to set aside approximately 1-2 hours per lesson to implement my system into your business. You can have this set up for your business in a week or less!
All my templates are delivered to you as working files, so you can adjust and customise them to suit your branding.
This is not a branding and marketing course. I’m not teaching you how to brand or market your business; instead, I’m focusing on teaching you internal systems to strengthen your enquiry and onboarding process. This program is different from others out there. While many agencies offer branding courses, they typically do not share their internal systems that have led to their success. My program offers a proven system that I internally developed with my team to confidently and efficiently sign on high-value clients.
Start onboarding clients who truly value your expertise, just like my loyal clients:
Hi, I'm Lizzie Robinson, I've signed multi-millions in creative and marketing work with my simple, high-converting proposal and client onboarding process.
During the peak of my creative agency, generating a minimum of $60k per month was essential just to break even—and we were not only meeting this target but also making generous profits, thanks to my streamlined enquiry, proposal, and onboarding process.
The volume of work we were contracting was almost overwhelming for my staff. In fact, I was often confident about securing a client’s business even before sending out the proposal.
- Simplify the process for clients
- Maintain effortless touchpoints
- Prioritise clear communication
- Add a personal touch at every opportunity
- Respond promptly
- Present an enticing vision of the client’s brand they can’t resist
The truth is, I achieved what I set out to achieve. I built a successful branding agency that didn’t need me on the tools anymore. I became complacent, and as my mum pointed out, I was ‘bored.’
It was just easy.
I needed more.
The hardest part was that my role became managing staff, and my internal systems were so good that there wasn’t a desire or need to push for more.
I even got to the point where I nearly sold my business for multiple six figures, until my business broker made me aware that I would be pushed out of the industry with a non-compete clause in the sale.
The agency I had built was my first baby, and this industry will always be a part of my DNA. So the sale became a hard NO for me.
Soon after, it was when I was speaking at an event for women in business that multiple women in the creative industry pulled me aside, picking my brain, requesting mentoring, and asking me “How did you do it.?”
That’s when it landed. These women have what it takes to do exactly what I did—their questions are so valid—they need access to what every other agency won’t share: systems, templates, and processes that enable you to grow your creative career quickly and profitably!
So rather than selling my business, I’m here mentoring and unveiling my IP so you too can easily sign those $5k – $50k projects!
