Becca Luna – Design Your Day Rate
Welcome to Becca Luna’s Design Your Day Rate, a comprehensive course designed to revolutionize your client onboarding process. This course is a treasure trove for entrepreneurs and freelancers seeking to provide their ideal clients with a frictionless and professional experience. Through five meticulously crafted stages, complete with all the necessary templates and tools, you’ll learn to enhance workflow and deliver exceptional results.
Phase 1: Scheduling Your Day
The journey begins with planning your day. This crucial first step involves creating a detailed timeline for each stage of the onboarding process, from the initial client application to the final off-boarding email. This structured approach ensures a smooth, consistent experience for your clients, leaving no detail overlooked.
In this phase, you’ll also define your ideal client. Understanding who they are, their goals, and their pain points allow you to tailor the onboarding process to meet their specific needs, ensuring a personalized and impactful experience.
Phase 2: Preboarding
Next, we dive into the preboarding process. This stage is where you craft a highly conversion-optimized sales page, design client applications and acceptance emails, and set up payment checkouts. These elements are crucial in attracting your ideal clients and showcasing the value of your services.
The client application is a pivotal step, helping you gather essential information about potential clients and ensuring they align with your offerings. The seamless payment checkout process makes it easy for clients to invest in your services.
Phase 3: Client Onboarding
Once a client is approved, it’s time to integrate them into your process. This includes booking the client and establishing a welcoming workflow. Scheduling kick-off calls and other necessary meetings ensures a well-organized start. The welcome workflow, typically an automated series of emails or messages, guides the client through the onboarding process, providing all necessary resources.
Phase 4: Your VIP Day
The VIP Day is where your onboarding process shines. It includes the kick-off call, brand development, and design using templates and resources from the Showit library. The kick-off call is an opportunity to delve into your client’s goals and set clear project parameters. With this information, you embark on creating a compelling brand identity, utilizing templates and resources to craft visually stunning designs that resonate with your client’s vision.
Phase 5: Client Off-boarding
As the project concludes, providing a smooth off-boarding experience is key. This phase involves conducting a site audit, transferring the site to the client’s domain, and sending a final email. The site audit ensures everything functions perfectly and meets client satisfaction. Transferring the site to the client’s domain marks the project’s culmination, followed by a comprehensive off-boarding email.
Exclusive Templates and Tools
Design Your Day Rate offers an array of templates and tools to streamline your onboarding process. These include high-conversion sales page templates, email and Instagram post scripts, kick-off call schedules, brand board templates, off-boarding emails, and more. These resources are designed to save you time and elevate the quality of your client interactions.
Transform Your Client Onboarding Today
Becca Luna’s course is an essential guide for anyone looking to enhance their client onboarding process. By following these five steps and utilizing the provided templates and tools, you position yourself for success, ready to offer your clients an unparalleled experience.
Join Design Your Day Rate and start your journey towards a more efficient, client-focused business approach.