“I need a Website Designer."
The kind of post your clients are happy to tag you in.
Lead to Launched is a done-for-you client workflow built in the tools you already use - so every inquiry gets a next step, every client knows what happens next, and the project experience is as easy to recommend as your design work.
From inquiry and contract to content, approvals, project updates, offboarding, testimonials, and referrals—built around the way your studio actually works.
It’s a Thursday evening. Book club night. While you wait to order your tea and join the group your phone buzzes. And then again. And once more.
Three past clients have tagged you, in three separate “I need a website designer” posts.
You already knew they liked the work. But the experience around the work—the clear next steps, the calm updates, the follow-through after launch—made you the first person they thought of when someone asked.
You smile, put your phone away, and order your tea.
Ever since the client experience stopped living in your head, your clients have had an easier time knowing what to expect, what to do next, and how to talk about working with you.
Maybe that’s not your Thursday evening experience… yet
Right now you're in a different chapter of the same story: Your business has been fine. You've had projects. Clients love your work. But love isn't the same as three tags on a Thursday night.
The difference between the two versions isn't talent. It's what happens between "new inquiry" and "final invoice." And that part... you get to choose.
Two chapters, side by side
The chapter you're in…
Every new client is manually onboarded... rebuilt from memory, slightly different every time
A signed proposal creates a mental to-do list: send the invoice, set up the folder, create the project, book kickoff, request access, remind them about content
Client copy, photos, logins, and approvals are spread across email, Drive, text messages, and your brain
“Where’s that project at?” means checking three tools and your inbox
Late feedback quietly turns into late launches, and you carry the awkward follow-up
The chapter you're headed for…
Every client gets the same thoughtful experience, without you rebuilding it from scratch
The “yes” triggers the next right steps for you and the client, with the right information landing in the right place
Every project has a clear content, access, and approval path—with one source of truth for what is missing
One glance tells you what is moving, what is blocked, and who has the next action
Your workflow sends clear deadlines, reminders, and next-step communication before you have to chase
One workflow, hello to referrals
New inquiry — Every lead receives a clear response, an appropriate next step, and a home in your pipeline. No more good-fit inquiries sitting in your inbox because you were in the middle of a build.
Booked — Once the agreement is signed and the first payment is in, the right next steps begin: welcome, intake, content and access collection, kickoff scheduling, internal setup, and a clear client roadmap.
In progress — Project updates go out on a cadence. Content, asset, access, and approval requests are visible. Files land where they belong. You can see at a glance whether design is moving—or whether the next action sits with your client.
Wrapped — Launch and handoff feel intentional rather than abrupt: final files, training, next-step resources, final payment, maintenance options, and a timely testimonial request—without relying on you to remember every piece.
Referring — Your past clients are not left to fade quietly into “former client” status. They receive thoughtful follow-up, an easy way to stay connected, and a timely invitation to share their experience when it makes sense.
“Once I handed something to Jacki I could immediately relax. That was OFF my plate.” ~ Serena Hicks
Built in the tools you already use.
HoneyBook, Dubsado, and ClickUp are the platforms I build in. If you don’t see your tools listed, book a Discovery Call and we can chat.
How Lead to Launched works
1. Map the real journey
We map the real version of your client journey—not the idealized one. From inquiry through booking, content and access collection, kickoff, project delivery, launch, handoff, and follow-up, we identify every client touchpoint, internal handoff, and moment where work gets stuck or you become the bottleneck.
2. Turn the invisible into a shared plan
We turn what’s currently living in your head, inbox, and half-finished checklists into a visual workflow your whole business can follow (I call it your Blueprint). You will see each stage, the actions that move it forward, who owns them, what the client needs to do, and what has to be true before the project can move to the next step. We'll have a 5 business day revision period where you can review and approve the Blueprint before the build begins.
3. Gather the right building blocks
Before sprint week, we gather the pieces that make your workflow yours. That includes tool access, your core offer details, existing forms and templates, current emails, project information, team roles, and the client-facing materials we will use to build a workflow that reflects how you actually work—not a generic agency template.
4. Build the working system
I turn the decisions into a working system. In one focused sprint week, I build your workflow inside your agreed CRM and project-management tools: pipelines, forms, tasks, client-facing next steps, internal handoffs, and the automations that make the right actions happen at the right time.
5. Learn the system—with support nearby
I do not hand you a beautiful new system and leave you to figure it out alone. Once the build is complete, I walk you or your team through how it works, what each part is responsible for, and how to use it in real client work. Starting the Saturday after your sprint wraps, send questions as they come up—even during a Sunday-night “where does this go again?” moment—and I will respond within 48 business hours during office hours.
6. Refine it after real clients use it
A workflow is not proven when it is built; it is proven when real clients move through it. After you have lived with your new system, we meet for a 45-minute refinement call to review what worked, what created friction, and what needs adjusting. I make the agreed refinements within 2 weeks. Your refinement call must be booked within 90 days of Lead to Launched sprint week.
During build week, I need access—not your full attention.
You will provide access to the agreed tools and assets before the sprint begins. During the week, I ask that you designate a decision-maker who can respond to small questions in Google Chat within 30 minutes during the agreed build window. No Zoom meetings required.
What the other version of you is up to
You get from a three-day conference to find new contacts greeted, sorted, and ready for the next step in your pipeline.
Your calendar has two full days a week with nothing on them but design work because recurring setup, reminders, status updates, and handoffs no longer depend on you remembering every one.
You spend a week in the mountains, screen-free, without wondering whether a client is waiting in silence for a next step—because routine communication and project visibility have a home outside your inbox.
“Our old system was a scrappy workaround. Now we have an all-in-one solution that actually works for how we operate—and where we’re headed. I can see this scaling with us, not just for 2x growth, but 10x.”
~ Sarah Heeter
Who’s Building It
Hi, I’m Jacki (she/her), a Manifesting Generator, superhero geek, and Dungeons & Dragons nerd.
I've spent more than 30 years turning complex, moving-parts into plans people can actually follow - from science center remodels and launch management to the client journeys behind web-design studios.
I work with web designers because your work is already thoughtful and client-focused. Your operations should support that, without forcing you into a system that doesn’t fit you.
And if you have ever said, “I’m just not a systems person,” I disagree. You are probably already running a system. It is just currently spread across your memory, inbox, notes app, and a few well-intentioned tools. I help you turn it into something your clients and team can actually experience.
The Details
There's a version of you already living the Thursday night book club scenario. The only difference between you and them is Lead to Launched.
What’s Included:
2-hour Workflow Strategy Call
1-week sprint: your full lead-to-referral workflow, built in your CRM + project management tool
Live training (team or solo)
30 days of async support
90-day system refinement
Up to 100 existing leads uploaded
Workflow built for one offer/package
Depending on your tools and service model, this can include your lead pipeline, booking sequence, client intake, content/access collection, internal setup, project template, client-update rhythm, offboarding, and referral follow-up.
This is not a template, a tidy board, or a list of apps to try. It is the custom-built client operating system behind one of your core services—designed around how you sell, deliver, communicate, and want clients to remember working with you.
Investment — $6,000 USD
Is this your story?
Lead to Launched is for you if
You are a web designer—or brand + web studio—with a proven core offer, active client work, and enough project volume that rebuilding your process each time is costing you time, attention, or opportunities.
It's not for you if:
You need a complete rebrand, new offer design, or business strategy before your client workflow can be defined.
Questions You Might Have
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You don't need accounts set up yet... but you do need to know which tools you'll be using before our strategy call. If you need help choosing the right tools first, start with my CRM Comparison Guide, then come back to Lead to Launched.
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The build covers one offer/service/package, start to finish. Additional offers are $1,000 each... booked with your package or anytime within 90 days after your sprint. Most people should start with their core offer anyway: get it running, then add.
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Depends on your payment plan. Your first payment holds your sprint date on my calendar, payments are spaced 30 days apart (up to 3), and all payments are complete before your sprint begins. Pay in full and we schedule sooner; three payments means your sprint lands about two months out.
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Availability to respond within 30 minutes, 9-5 Central, each day of the sprint... via Google Chat, no Zoom required. Plus all assets delivered 48 hours before we start (we'll decide exactly what during the strategy call).
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It does. Seamless Start grads get $1,000 off Lead to Launched within 6 months of their Seamless date if working with the same offer.
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Additional leads are $200 per 100, delivered as a single clean CSV export.
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Not wasted... adapted. Solo means you get the full walkthrough yourself, built for how you actually work.
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By then, you will either be confidently running the system yourself, have a team member owning it, or have a clear picture of what ongoing project-management support would make sense. If continued support is a fit, I will outline options at offboarding—no surprise retainer required.
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One-time build. But you'll get a discount on future builds or refinements, starting at $500 depending on complexity.
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Nobody loves reading refund policies, so let's get this over with. 75% refundable if cancelled 3+ weeks out, 50% within 1 week, 25% within 48 hours. No refunds if cancelled after that. You get 1 free reschedule; additional reschedules are subject to a fee of up to $1,000.
Choose your ending
Ending one:
Next Thursday looks like every Thursday. Projects moving, clients happy enough, creative time squeezed between inbox maintenance and meetings. It's fine. It's been fine.
Ending two:
You're in line at the coffee shop, phone buzzing. Three tags. Three past clients telling someone new: you need this designer. And your only job tonight is to enjoy book club, because the routine parts of your business have a reliable place to run.
“Just f*cking hire her. I don't even care what she does. Hire her.” ~ Bridget Baker
