This section will introduce the first phase of the Y-Funnel and talk about why it’s important to keep the top of the funnel wide open. We’ll cover everything you need to know about building a mobile-friendly website to attract and convert clients. You’ll learn how to begint the money conversation, discuss whether or not to list prices on the website, and how important it is to talk about this in person or over the phone.
This video will cover the second phase of the funnel, and teach you how to respond to the first inquiry to increase your chance of booking the client. You’ll learn why a quick response time is so important, and we’ll when you start narrowing the funnel down. In this module, we go into greater step-by-step detail on how to have the money talk with your clients (even when they are pushing back on price).
This video will discuss the third phase of the funnel and how you begin creating a sense of urgency using time incentive deadlines to book the client. We’ll talk about what should be discussed in this initial meeting, what questions to ask, and our most effective method for getting a client to book within 48 hours of sending a proposal.
This video will talk about the fourth phase of the funnel and why there is such a high drop off rate here. We’ll go into greater detail on how to minimize these problems so more clients stay through to the end of the funnel. We’ll also discuss how to upsell to your clients without it feeling to salesy. We’ll teach you how to offer upgrades or add-on packages to your proposals, and how to pitch them to your potential client most effectively. This training will also talk about how and when to send the visual and written proposals, as well as the contract. What should go into them, how soon to send it, how to send it (phone, in person, email), how to follow up, possible incentives to get them to book, etc. P.S.—The Ultimate Guide to Booking Clients also includes an entire course on how to make beautiful visual proposals without any previous graphic designer experience.
This video will take you through the process of how to effectively follow-up with your clients—the ones who book you and the ones who ghost you. We’ll run you through an “If-Then” set of scenarios and show you how to handle each roadblock you may come across. For example, IF they respond right away with a check on the spot, THEN go ahead and celebrate! However… IF they don’t respond to your proposal, THEN wait a week after you’ve sent it, and send a follow up email. We even wrote a handful of scripts to guide you through how to communicate with your clients!
We know how frustrating it can be to lose a powerful marketing tool at the hands of an algorithm change. When Instagram shifted their system, most of us lost some momentum. Business owners have to play a different game now, and we’re gonna give you the tools you need to keep gaining more followers and attracting more clients to your business through Instagram!
The money conversation is one of the most uncomfortable conversations you can have with your clients. It’s hard to talk about money! We’re going to give you pre-written scripts to use as templates when chatting with your clients about money, and we’ll share some best-practices when it comes to having the money conversation without fear. We’ll even tell you how to have the money chat in such a way that you’ll actually start booking MORE clients instead of seeing them drop off after seeing your prices!
Learn how to choose the right template for your client! (We’ll show you examples)
Learn how to gather images, create folders and links, and master the art of pulling, saving, and placing images into your proposal.
Learn how to find and load fonts, and download them off of Google. Plus, as a bonus...we’ll let ya snag our favorite fonts too!
Learn how to open and duplicate files, navigate the tools in InDesign, and check out our customizable templates!
Learn how to set up your master file, change what you wanna change, manage Master Pages, insert your logo, and choose your headers.
Learn how to build your visual proposal! Build the skeleton, sketch out your vision, and drag Master Pages to the proposal for everything you need!
Learn how to create your cover page by choosing your best images and make use of tools like hierarchy and balance.
Learn how to create your paragraph page, change out text, and identify the most powerful language you should be using to sell more to potential clients.
Learn how to make your mood board! Create the vision, import the images, and choose your color palette!
Learn how to make your title pages and section pages to break up each part of your proposal.
Learn how to export your amazing Visual Proposal because you’re finished!
Learn what to do if your file gets too big, your links are broken, or you need to close down and restart in order to load fonts.
This PDF will contain resources on places you can buy fonts, how to use adobe color, and more!
This PDF will include a guide to InDesign shortcuts so you can move around the program like a master.
This Bonus will take things one step further, and show you little ways you can make your proposal more personal by adding things like strokes, colors, boxes, and more.
A step-by-step method for converting potential clients into paying clients and creating beautiful visual proposals.