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[RETIRED] Organize & Automate: For Designers
Introduction + Course Materials
RETIRED & REPLACED
Introduction
IMPORTANT! Choose Your Path: Free Tools VS Dubsado
The Template Pack: Download All Course Templates, Scripts & Worksheets
Join The Organize & Automate Private Facebook Group!
Customer Service Enquiries
Next Round of Updates: September 30th 2019
1. Inbox Management
Why You Should Use Gmail/Gsuite (3:19)
[Optional] How To Set Up Gsuite (10:46)
Control Your Client’s Expectations With An Autoresponder (6:27)
Use A CRM Tool To Manage Your Inbox (6:34)
Organize Your Client Intake Process (6:14)
Set Up Canned Emails (5:43)
Create Inbox Filters & Labels (4:45)
Split Your Inbox Into Categories (3:03)
FAQ's
2. Project Management: Asana
Tech Training: Asana (10:49)
Document Your Design Process (9:41)
Set Up Client Reminders (3:40)
How To Communicate With Clients In Asana (3:19)
How To Use Subtasks (1:26)
3 Important Things To Remind Your Clients Of & How (4:52)
Train Your Clients How To Use Asana (3:58)
Boards Vs Lists (2:03)
FAQ's
3. Client Onboarding
The Step-By-Step Client Onboarding Process (8:21)
Streamline Your Contact Form (10:49)
Create An Onboarding Page (9:14)
How To Schedule Client Consultations (7:32)
How To Conduct Client Consultations (7:47)
Use My Scorecard Template To Reduce Your Chance Of Working With Bad Clients (6:10)
Create And Send Your Contract Electronically (6:35)
Set Up A Professional Invoicing System (13:35)
Create A Welcome Page (51:59)
FAQ's
4. Streamline Your Design Process
Create Your Design Questionnaire (8:51)
How To Securely Receive Your Clients Passwords (3:09)
Organize Your Design Assets In Creative Cloud Libraries (3:49)
Use Keyboard Shortcuts With Illustrator & Photoshop (5:24)
Must-Have Browser Extensions To Speed Up Your Workflow (5:12)
Save Time With Illustrator Scripts (4:07)
Streamline Your Moodboarding Process (Templates Included) (5:09)
How To Display Your Logo Design Concepts (Template Included) (2:24)
Use A Brand Board Template (Template Included) (3:45)
Create Quick & Easy Website Wireframes (9:49)
Automate Your File-Saving Process In Illustrator (2:51)
Organize Your Design Project Files (8:39)
5. Project Handoff
Create A Style Guide Template (7:06)
How To Train Your Clients One-On-One (7:21)
Create A Client Area On Your Website (5:30)
Create A Community For Your Clients (12:17)
Send Your Clients A Parting Gift (12:32)
My Killer Testimonial Framework (10:20)
Get Google Reviews From Your Clients (4:54)
FAQ's
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Set Up A Professional Invoicing System
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