More than just. Another. Pretty Template.

Most investment guides out there are aesthetically pleasing. Download them, add your brand logo and colors, swap out the stock images and you’re off to a reasonable start. Or so you think.

I know, because I’ve purchased and sampled quite a few, before I realized one very frustrating aspect. They look okay but that’s about it. You’re left to your own devices trying to figure out how to actually use them in practice. Where does it fit in your operations? How do you automate the delivery? What do you fill it with?

Most templates don’t include the insights required to actually make them the effective sales + marketing tools that would actually save you time by filtering out the bad clients and nurturing the right ones.

The Investment Guide Toolkit Will Help You Automate Your Client Acquisition.
And I’ll show you how:

Most design professionals are still building their business using outdated, manual marketing tactics.

You don’t have to be one of them anymore.

The Investment Guide is - essentially - a lead magnet. It's one of the most effective tools you can use to build an email list in online marketing. Most design professionals are still relying on the old ways: passively - and anxiously - waiting for someone to reach out.

This is a missed opportunity.

Most of the prospective clients browsing your website aren’t ready to hire you on the first visit. Most are there to research. They’re collecting information and trying to understand what it will take to design and construct their project. They’re looking to you for expertise, they’re looking for answers and if they don’t find them, they’ll either leave and head over to a competitor, or jump on an un-billable phone call to get the answers directly from you.

The Investment Guide is designed to do this work for you… But it doesn’t stop here. It works all day, every day, on autopilot.

When you purchase this toolkit, I’ll show you exactly how and when new leads will receive it and the automations to set up to nurture them, all without spending hours of your time.

✔ Get more leads on autopilot without any of the frustrations that come with cold calls or manually replying to the same four questions in every inquiry email.

✔ Imagine being able to screen out unsuitable clients without wasting dozens of your billable hours every week on pro-bono education.

✔ Show potential clients how you’re different from your competition and what they can expect from working with you without offering any free consultations or brain-picking sessions.

✔ Educate prospective clients about their biggest concerns working with a design professional: cost, schedule, dispute resolution, aesthetics, process, portfolio, etc. without any of the manual work.

✔ Establish a luxe client experience from the very first touch point someone has with your brand.

This toolkit is a system that's been generating multiple six figures for my business each year.

And it’s been refined over the 10+ years I’ve been using it to get leads on autopilot while screening out unsuitable clients. It can be worth anything from thousands of dollars to millions in the long term, depending on your business.

At a minimum it will save you about 2 to 5 hours a week. No more back-and-forth between cold calls and emails with people who can’t afford your services, or small scope projects.

Multiply that by what you’re currently charging per hour, and this investment can pay off almost immediately.

Here are some examples of my work:

Here’s exactly what you’ll get:

• Investment guide template, 40 pages (use as many or as few as you'd like)
  • Cover (1)
  • Welcome message from the founder (1)
  • About (5)
  • Social proof (1)
  • Process (6)
  • Deliverables (1)
  • Case Studies (5)
  • Investment + Timeline (5)
  • FAQs (7)
  • Testimonials (2)
  • Team (4)
  • Next Steps (2)
• Editable template files
  • Keynote Presentation file (.key) for macOS
  • Keynote Presentation file (.key on iCloud) for Windows users + quick setup video
    • You'll create an Apple ID + use the FREE iCloud version of Keynote
• Investment guide instructional video
  • Walkthrough of how to fill in every section in your guide
• Automation process instruction video + email templates
  • Step-by-step video teaching you how to automate the delivery of your Investment Guide
  • Editable email text templates to deliver your Investment Guide and nurture new leads
• Lifetime access to all the course content, SOPs and templates + free updates
  
• BONUS: PDF example guide with text, FAQs, images, videos, links, etc. (excerpt shown below).

BONUS: Get my client onboarding system, THE WELCOME GUIDE (VALUE $97)

Once you have a new client, you’ll need an onboarding process too. Using our Welcome Guide, your onboarding process can be automated to walk a new client through their next steps. This saves you time ensuring you don’t leave anything to chance, it affirms your client’s good decision to hire you and shows you’re delivering the premium service they’re expecting. You’ll get instant access to this bonus when you get the Investment Guide Toolkit.

Yes, give me access

Included email templates for onboarding automation

Sample Investment Guide to use for Inspiration (46 page PDF)

Work smarter. Not harder.

Imagine no longer wasting time in email threads that go on forever, or taking consultation calls that go nowhere.

And you meet the client at their site or home ONLY after they’ve passed your automated pre-screening process and you’ve determined the project goals, aesthetics, budget and program are reasonably aligned.

The Investment Guide Toolkit is how you get there.

And remember: this isn’t another Canva template. It’s an automated process that pre-vets, nurtures and converts prospects on autopilot.

Get access:

Yes, give me access