so they keep working with you AND tell their friends about you
without
Give your clients a white glove experience adding to your to-do list
You know the steps, but somehow, you’re always the bottleneck.
You keep telling yourself you'll clean it up “when you have time” (spoiler: you won’t).
Meanwhile, clients are left wondering, What’s next? Where do I send this? Did I miss something? And worst of all… they wrap up a project with you and disappear instead of coming back for more.
It’s not you. It’s your systems. Let’s fix that.
Right now, your onboarding and offboarding process is a mix of memory, good intentions, and a few scattered tasks.
find the sweet spot for onboarding a client with enough information to get started without overwhelming them
know that your clients are excited to start working with you and that they know what to do, what’s expected and how things are going to roll from the jump
seamlessly book and onboard clients without having to remember every questionnaire, document and file you’ll need to get started
increase the odds of actually getting an end-of-project testimonial and book them for another project without you lifting a finger
but what if you could
Finally, we’ll hop on a 45-minute review call to go through your new onboarding & offboarding process live. We’ll make any tweaks on the spot so you walk away with a rock-solid system and the confidence to put it into action.
done + delivered
I’ll take everything from our audit and turn it into a clear, streamlined, visual process that makes sense for you — complete with key details so you’re confident in how it all works.
Map it out
First, you’ll fill out a quick questionnaire giving me the lowdown on your current onboarding & offboarding process — what you love, what you hate, and where things tend to get stuck. Then, we’ll hop on a 45-minute call where I’ll poke holes in everything (nicely, I promise) and help you uncover the gaps that need fixing. By the end, we’ll have a game plan to move forward.
The Audit
A smoother client experience in three simple steps
One-time payment of $950
or 2 payments of $475
+ Onboarding questionnaire
+ (1) 45-Minute audit call
+ (1) 45-Minute debrief call
+ (1) Fully mapped out onboarding process
+ (1) Fully mapped out offboarding process
The Blueprint Includes
The Blueprint
You don’t need to manually set up every project when automations can do the heavy lifting for you.
marketing agency owner
kendra
Being a busy entrepreneur meant I rarely had enough time to sit down and think through our processes, especially the ones that have stumped me for awhile. Having her insight and feedback has been incredible.
"Working with Liz was an excellent investment in my business."
kind words
I’m a Studio Manager and systems architect for design and copy studios and solopreneurs wanting to stay small so they can actually have a life.
I’m an ex-website designer with a passion for building systems that help creatives stay focused on their expertise, not the admin.
Together, we’ll make running your business the organized, streamlined, and efficient operation you dreamed of – so you can take time off and enjoy your life stress-free.
CHAOS TAMER, TECH NERD, AND SYSTEMS AFICIONADO
Oh hey, I'm Liz!
Nope! I’ll map everything out so you have a clear plan to follow, but I won’t be making live changes inside your tools. If you want me to set up the changes for you, check out The Framework.
Will you be making changes in my accounts?
07
Not necessarily! A paid Zapier account lets you automate more, like auto-creating folders and docs. If you’re on a free plan, we’ll keep automations simpler (one-step) and focus on what your CRM & project management tool can handle.
Do I need to have a paid Zapier account?
06
I specialize in Asana, Dubsado, and HoneyBook. If you use Notion, ClickUp, ThriveCart, etc. I can absolutely still help, but my knowledge of those platforms is more limited.
Do I have to use specific tools or platforms to do The Blueprint?
05
If onboarding takes forever, offboarding is unclear, and client retention is hit or miss, The Blueprint will help. I’ll audit, refine, and streamline your setup so you save time, elevate your client experience, and increase retention.
Why do I need The Blueprint?
04
First, you’ll fill out an onboarding questionnaire sharing the details of your current processes and sticking points. Next, we’ll meet for a 45-minute video call to review & refine your current onboarding & offboarding processes. A few days later, we’ll hop on a 45-minute review call where I’ll deliver your fully mapped-out process and make any final tweaks live.
How does it work?
03
Onboarding: From proposal to client prep work
Offboarding: Starts at final file delivery and includes testimonial requests & post-project follow-ups.
+
+
A mapped-out onboarding & offboarding process for one service.
What do I get with The Blueprint?
02
The Blueprint is for brand & website designers and copywriters who are solopreneurs or run a micro-agency with up to 3 contractors. I love a small-but-mighty team!
Who is The Blueprint for?
01
