TOTAL VALUE = $4818 
 Regular Price $489 USD
FOR YOU TODAY
 only $89

THE ONLY WAY TO SECURE THIS PRICING IS TO ACT FAST! 

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Want access to a proven method that will show you how to introduce and implement sanity saving policies in your small business?


Managing your client’s expectations, keeping them in loop every step of the way, while reducing questions for your valuable time is key to your productivity as a small business owner.


Most small business owners waste never take the time to put essential policies in place to keep clients organized.


 Say yes to the Client Onboarding Kit and say goodbye to: 

Worrying that you're oblivious to the policies you need in place to manage your clients at this stage in your business.

Struggling with what to put in your proposals, timelines, client welcome kit.

Loosey-goosey boundaries that prevent you from getting a good night's sleep.

Speculating how you'll ever increase your revenue if you can't finish projects with indecisive clients. 

Wondering if there is an easier way to automate with ease (there is!) 

Client delays shouldn't hold you back.
I'm Krista Smith, your guide and teacher.
I'm passionate about helping designers create clear boundaries, systems, and processes for their business so that they can implement a client management system that will save them time, money, and headaches. 

 I've been teaching tech and supporting female entrepreneurs for almost 14 years. After leaving the security of my teaching career to pursue my dream of designing full time, I co-ran an online school teaching other women how to run a successful web design business for almost seven years. It was during this time, I honed my processes for managing clients and shared all that knowledge with my design students. 

I'm a StoryBrand certified guide and trained coach. I'm known for my ability to help you get out of your own way and I can take you from overwhelm to ease in minutes. Imagine my surprise when I had fellow StoryBrand Guides ask for a peek into my systems so they too could increase their productivity and stay organized. I'm in my zone of genius when I can talk tech, teach what I know and get you out of a log jam. My Client Onboarding Kit? It's got all of that. And more.

Each module is jam packed with a combination of easy-to-digest videos, scripts, email swipe files, demos with real clients, templates, and effective software solutions that you’ll need to ensure your client experience is next level awesome.
No more energy vampires hijacking your mojo (or your morning) because you're stuck in 'inbox overwhelm'. Have clear boundaries for managing clients outside of your inbox.
No more feeling awkward that you need to do stuff for free when a client asks for something extra. You'll know exactly what to say AND be able to confidently charge what you're worth.
No more wasting time testing new software to use in onboarding and managing your clients. I'll tell you what works and what doesn't and, most importantly, why you need it.
You'll have scripts and policies in place so clients will understand what happens to their project if they go radio silent or otherwise disengage.
You'll be able to trust that important details aren't falling through the cracks. Unlock the templates and tools to track all the important details.
You'll feel more confident managing multiple projects & clients at once (because your business will soon be bustling!)
You'll discover how to address sticky situations upfront in a way that feels safe, confident and kind.
You'll up-level your productivity with the set it and forget it systems you'll put in place.
This comprehensive kit will show you how to use the policies, scripts, swipe files, templates, and software in my personal tech stack, to elevate your own client system in as little as a long weekend.

"Now I have a complete system for every stage of the sales cycle. I have a high-touch customer experience that wows my clients from the first time they check my website all the way through the project and beyond. If you need a go-to, turnkey system to help you get up and running, look no further."

Lindsay Carlson

"I really appreciate your clarity, passion, and practical approach. It's a breath of fresh air in a world where it is easy to feel overwhelmed by tools, platforms and tech coming at us from too many directions! After your course, I run my business as a series of processes, with confidence I can make them work together."

Gil Aranowitz

"I have been running without systems and things have felt a little chaotic for a while now. I love having a plan/repeatable system that was done for me, all I needed to do was add in my personal details. I feel like a BOSS! I have systems and workflows that actually WORK!"

Erica Waddell
TOTAL VALUE = $4818 Regular Price $489 USD

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Don't miss this amazing offer!

Special one-time offer, Canva Marketing Vault.  ONLY $27
It includes over $930 of engaging templates built by a StoryBrand Certified Guide to grow your business. They are the EXACT templates I use daily to scale my revenue past six figures. 

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You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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I have been running without systems and things have felt a little chaotic for a while now. I love having a plan/repeatable system that was done for me, all I needed to do was add in my personal details.

I feel like a BOSS! I have systems and workflows that actually WORK!

- Erica 
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    WHAT'S INCLUDED:

    √ Four Core Modules with videos, client demos, handouts, templates, scripts, and swipe files. (Value $2000) (How to Develop the Right Mindset, How to Run a Discovery Call, How to Deliver a Proposal and Follow up, How to Onboard New Clients Right).
    √ Lifetime access to all course materials and updates. Whenever the tech changes, as it will, I will provide updated videos and new + better solutions I may be validating. (Value $1000)
    √ Bonus #1 - My Complete Trello System for Your Own HQ (Value $350)

    √ Bonus #2 - Professionally Designed Canva Proposal Template (Value $89)
    √ Bonus #3 - Professionally Designed Canva Client Welcome Kit (Value $89)
    √ Bonus #4 - The Scripts You Need // How to Say No With Calm Confidence, How to Break Up With a Client Respectfully, and How to Have a Difficult Conversation Without PowerPlays (Value $289). 

    √ Bonus #5 - 8 Professionally Written Email Templates that you can copy, customize, and paste into your own client onboarding workflows including (Value $897):

    Email to send new leads after they book a chemistry call with you 

    Email to send new leads after they confirm their virtual meeting 

    Email to send new leads thanking them for the meeting but letting them know you won't be a good fit. 

    Email to send leads who are a DREAM fit and excited to share that you're looking forward to starting to work together soon 

    Email cover letter to accompany your proposal 

    Email to leads who have not accepted or replied to your proposal Second email to send to leads who STILL haven't relied to a proposal after five days 

    Email celebrating the acceptance of your proposal . 

    √ Bonus #6 - Client Scheduling Swipe Files to customize every touch point using your scheduler of choice. (Value $100)
    TOTAL VALUE = $4818 Regular Price $489 USD
    • Total payment
    • 1xClient On-boarding Kit$89
      -+
    • Canva Marketing Vault$27

    All prices in USD

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