Consultation

1. Client schedules a Discovery Call through website or link in bio page — CALENDLY ADD LINK IN BIO PAGE TO FACEBOOK, PINTEREST, LINKEDIN
2. Client is auto-sent a confirmation email with a link to the Services Guide – CALENDLY

Subject: Confirming Your Discovery Call

Hello {{client.firstName}},

I’d like to thank you for booking a Discovery Call with Brown Sugar Branding. I’m happy you’re interested in collaborating with me, and I’m looking forward to learning more about your business, {{client.company.name}}.

Below you will find your Discovery Call information which will be held over Zoom.

Date: {{appointment.start | mediumDate}}
Time: {{appointment.start | shortTime}}
Zoom Link: {{appointment | appointmentConferencingLink}}

During the call, I’ll be asking you questions about your business & goals. Please have any relevant information ready, and come with any questions you have for me. I like to think of these calls as coffee dates; just a nice time for us to get to know each other and see if we’d be a good fit.

If you haven’t already had the chance to view my website and learn more about my services, please click the link to view a copy of my Services Guide PDF.

I look forward to speaking with you, and hope you have a good rest of your day!

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

Subject: Your Upcoming {{eventname}}

Hello {{client.firstName}},

This is a reminder that your {{eventname}} with Brown Sugar Branding is tomorrow.

Date: {{appointment.start | mediumDate}}
Time: {{appointment.start | shortTime}}
Zoom Link: {{appointment | appointmentConferencingLink}}

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed


I understand that sometimes things come up. If you can no longer make your {{eventname}} please use the links below to reschedule or cancel:

{{appointment | appointmentRescheduleBtn}}
{{appointment | appointmentCancelBtn}}

Subject: Today’s Your {{eventname}}

Hello {{client.firstName}},

This is a reminder that your {{eventname}} is in an hour at {{appointment.start | shortTime}}. When it’s time, please use the Zoom link below to access the call:

Zoom Link: {{appointment | appointmentConferencingLink}}

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed


I understand that sometimes things come up. If you can no longer make your {{eventname}} please use the links below to reschedule or cancel:

{{appointment | appointmentRescheduleBtn}}
{{appointment | appointmentCancelBtn}}

3. DISCOVERY CALL

Onboarding

4. Designer sends Client a proposal/contract – DUBSADO

Subject: {{job.title}} Proposal

Hello {{client.firstName}},

As promised you will find a link to your project proposal attached to this email. In it you’ll find a comprehensive rundown of all the items that will be included with your project.

Please review everything, click ‘Yes’ if you agree, and afterwards you’ll be directed to a service contract for the project. Once you’ve reviewed that & signed, you’ll be sent an email with a link to your invoice to make your deposit.

After everything is completed, you’ll be moved along the Onboarding process and a project workspace will be prepared for you.

If you have any questions feel free to reach out to me, I’m always here to help. The proposal expires after 7 days so be sure to review and let me know if you have any questions before it does.

Thank you again for booking a Discovery Call with me. I enjoyed getting to know about you and your business. Have a good day.

{{form | formLink}}

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

5. Client signs the proposal/contract – DUBSADO
6. Client is auto-sent an invoice – DUBSADO

Subject: {{job.title}} Invoice

Hello {{client.firstName}},

Thank you so much for completing your proposal. To complete your booking documents, and secure your spot in the design queue, please click the link below to make your deposit.

Once completed you’ll be sent a follow up email letting you know the next steps. I’m excited to work with you!

{{job | invoiceLink}}
***Your payment terms follow what you agreed to in your proposal

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

7. After completing the onboarding documents, Client is auto-sent an introductory email with an invite to Slack – DUBSADO

Subject: ?

Include invitation to Slack in this email: https://join.slack.com/t/brownsugarbranding/shared_invite/zt-ty6j10xd-zbGXLc5FSxeMPP7J5pDUdw 

After you join please visit the #start-here channel to get your first instructions. In slack have them read the #start-here channel with the project kick-off information.

Include link to their client portal where they can view their stuff: login will be their business email.

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

8. Designer setups workspace for Client’s project on Asana

Prep & Planning

9. Client accepts Slack invite and reads the #start-here channel message – SLACK

Hello there 👋🏾 Welcome to the Project Kick-off channel

Here I’ve listed your next step to get your project started and some important items that will be helpful to you.

Please take some time to review each item, and if you have any questions feel free to reach out to me by DM (direct message).

Thank you and welcome aboard!

ITEM ONE:

First things first, if you haven’t had the chance to view my Intro to Slack video (it’s a quick 2-minutes) please click below to watch it.

Slack will be our main point of contact during your project. We’ll use it to communicate, share files, and you can even book your Revision Rounds here. How cool is that?

INTRO TO SLACK

ITEM TWO:

Please take some time to review my Welcome Guide linked below. Inside you’ll find detailed information about the design process, studio policies, some helpful resources, and more.

I’ve created this to help ease you into your project and answer some common questions I usually receive. I hope it helps you!

WELCOME GUIDE

ITEM THREE:

The last item is your Client Portal on Dubsado which you can access below. Here you can view your proposal & contract and pay your invoices.

(P.S. – Your login will be your email address, there is no password.)

YOUR CLIENT PORTAL

NEXT STEP:

And finally, the next step in your project is to schedule your Strategy Session. This session will be a time for us to go over the details of your project to make sure we’re on the same page and that I’m delivering exactly what you’re looking for. To book this, please use the link below.

BOOK YOUR STRATEGY SESSION


And that’s everything! 

I’d like to thank you for trusting me with your business during this journey. I’m always excited to work with a new client and I can’t wait to get started on your project.

I look forward to speaking with you during your Strategy Session.

👩🏽‍💻 Kiki | Web Designer & Brand Developer

10. Client books their Strategy Session – CALENDLY
11. CONTENT PLANNING SESSION / BRAND STRATEGY SESSION
12. Client prepares the requested assets and submits them – GOOGLE DRIVE
***If not already submitted, Designer checks in with Client about the requested assets

Subject: ?

Hello {{client.firstName}},

?

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

13. Designer slacks Client thanking them for turning in the required assets with a timeline of next steps

Hello {{client.firstName}},

?

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

Design & Development

14. Designer sets up Client’s domain & hosting (DON’T FORGET TO CHECK OVER THE MX RECORDS)
15. Designer creates a coming soon page and slacks Client to book a Revision Round to review it

Hello {{client.firstName}},

?

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

16. Client books their Revision Round
17. REVISION ROUND
18. Designer applies Client’s feedback, setups coming soon page on Client’s website, and messages Client to review everything one (1) final time before launch

Hello {{client.firstName}},

?

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

19. Designer launches Client’s coming soon page
20. Designer creates a mockup of home page and slacks Client to book a Revision Round to review it

Hello {{client.firstName}},

?

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

21. Client books their Revision Round
22. REVISION ROUND
23. Designer applies Client’s feedback to the home page, creates mockups of rest of interior pages, and slacks Client to book a Revision Round to review website

Hello {{client.firstName}},

?

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

24. REVISION ROUND
25. Designer applies Client’s feedback and begins to build Client’s website on a sandbox server
26. Once completed, Designer slacks Client to book a Revision Round to review everything one (1) final time before migration

Hello {{client.firstName}},

?

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

27. REVISION ROUND

Final Touches

28. Designer sends Client their final invoice

Subject: ?

Hello {{client.firstName}},

?

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

29. Client pays their final invoice
30. Designer confirms Clients payment and explains the next steps

Subject: ?

Hello {{client.firstName}},

?

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

31. Designer migrates Client’s website and tests website’s performance, links, and accessibility (MAKE SURE THE COMING SOON PAGE IS TURNED ON BEFORE MIGRATION)
32. Designer slacks Client to book their Final Walkthrough

Hello {{client.firstName}},

?

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

32. Client books their Final Walkthrough
33. FINAL WALKTHROUGH – GOOGLE DOC LINK
34. After the Final Walkthrough, Designer sends Client an final email

Subject: ?

Hello {{client.firstName}},

Designer sends Client a goodbye email with a link to the documentation site and info on the maintenance program. Goodbye guide.

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

35. Designer sends client a link to post-project survey

Archive

1wk Post – Designer checks in with Client and sees how they’re handling everything

Subject: ?

Hello {{client.firstName}},

Designer sends Client a goodbye email with a link to the documentation site and info on the maintenance program. Goodbye guide.

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

2wk Post – Designer reminds web design clients their free maintennace program has ended and asks if they’d like to join the monthly maintenace program

Subject: ?

Hello {{client.firstName}},

Reminid web clients them maintenace period is over.

Thank you!
Kiki McCalla | Web Designer + Brand Developer
www.brownsugarbranding.com

Studio Hours:
Mon-Fri 10am to 5pm EST
Sat-Sun Closed

1mo Post – Designer sends Client a thank you gift

Prep & Planning

9. Client accepts Slack invite and reads the #start-here channel message – SLACK

Hello there 👋🏾 Welcome to the Project Kick-off channel

Here I’ve listed your next step to get your project started and some important items that will be helpful to you.

Please take some time to review each item, and if you have any questions feel free to reach out to me by DM (direct message).

Thank you and welcome aboard!

ITEM ONE:

First things first, if you haven’t had the chance to view my Intro to Slack video (it’s a quick 2-minutes) please click below to watch it.

Slack will be our main point of contact during your project. We’ll use it to communicate, share files, and you can even book your Revision Rounds here. How cool is that?

INTRO TO SLACK

ITEM TWO:

Please take some time to review my Welcome Guide linked below. Inside you’ll find detailed information about the design process, studio policies, some helpful resources, and more.

I’ve created this to help ease you into your project and answer some common questions I usually receive. I hope it helps you!

WELCOME GUIDE

ITEM THREE:

The last item is your Client Portal on Dubsado which you can access below. Here you can view your proposal & contract and pay your invoices.

(P.S. – Your login will be your email address, there is no password.)

YOUR CLIENT PORTAL

NEXT STEP:

And finally, the next step in your project is to schedule your Strategy Session. This session will be a time for us to go over the details of your project to make sure we’re on the same page and that I’m delivering exactly what you’re looking for. To book this, please use the link below.

BOOK YOUR STRATEGY SESSION


And that’s everything! 

I’d like to thank you for trusting me with your business during this journey. I’m always excited to work with a new client and I can’t wait to get started on your project.

I look forward to speaking with you during your Strategy Session.

👩🏽‍💻 Kiki | Web Designer & Brand Developer

10. Client books their Strategy Session – CALENDLY
11. CONTENT PLANNING SESSION / BRAND STRATEGY SESSION

Branding / Discovery

Design & Development