My Courses
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My project management stack
Let’s start off by dreaming BIG! Watch the following video, then complete Task 1 in your worksheet.
Course Content
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Pre-work: Switching Up Your Mindset
5 Lessons
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Prework Introduction
Task 1: Dream BIG!
Task 2: Overcoming your roadblocks
Task 3: Course Prep
Prework Checklist
The Big Picture!
7 Lessons
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Week 1 Introduction
Sticky beak into my process
Planning your process
Trello masterclass (Optional)
Mapping out your templates
Figuring out your filing
Week 1 Checklist
Client Onboarding
7 Lessons
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Week 2 Introduction
How to customise & use my templates
Creating a pricelist
Discovery call
Proposal templates
Getting sign off
Week 2 Checklist
Design Stages
7 Lessons
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Week 3 Introduction
Briefing
Content collection
Presenting like a pro
Getting feedback
Project Management
Week 3 Checklist
Project Finalisation
7 Lessons
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Week 4 Introduction
Final Sign offs
Finalisation & delivery
Check ins & Questionnaires
Client gifts
Developing ongoing relationships
Week 4 Checklist
Financial Systems
5 Lessons
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Week 5 Introduction
All about invoicing
Keeping track of accounts
Do I need an accountant?
Week 5 Checklist
CRMs, Automations & Where to From Here!
9 Lessons
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Week 6 Introduction
To CRM or not to CRM
CRM Options
Dubsado Masterclass
Plutio Masterclass
Productivity / Project Management Apps
Other App Options
What’s next?
Week 6 Checklist
