00:24:31 Kyle Miller: Hey everyone! Welcome to Day 2 of the Process Like a Pro Challenge! :) 00:43:38 Anna McMillan: Hello hello, welcome back! It is Day 2 and I am so excited to see you all in here again! 🥳💛 While you're getting settled, drop in the chat your biggest takeaway from yesterday. What landed for you? What are you still thinking about? 00:44:41 Drew | WTH Design Studio: hello everyone! so excited for today!! :) 00:44:53 Anna McMillan: Hey Drew!! Great to see you!! :) 00:45:07 Drew | WTH Design Studio: Reacted to "Hey Drew!! Great t..." with ❤️ 00:46:17 Jeff: Liking the tunes to get us pumped up for day 2! 00:46:37 Marina Springer | SEO & Webdesign: Helloo :D 00:46:43 Anna McMillan: Hey Marina!!!!! 00:47:00 Mollye: Is there a google link for the workbook today? 00:47:01 Anna McMillan: Replying to "Liking the tunes to ..." Love it Jeff!! 💃🥳 00:47:25 Ericka Glorious Moore - the story of [e].: Hey from Chicago! Happy for Day 2! Let’s goooooo! 🎉 00:47:26 Brenda Redding: Giphy [ID:yKQTrPStO2CcgNWxuK] 00:47:53 Ericka Glorious Moore - the story of [e].: Is there a workbook for Day 2? 00:48:57 Carolyn: Woohoo 00:49:12 Klara Šimůnková: yaaay 00:49:17 Marina Springer | SEO & Webdesign: yes, I have received the Mail for Workbook 2 at this moment: https://docs.google.com/document/d/1rE4YSm-mqSoSIpuZifHD-Yn-DDoT8sa7pRKsK59E248/copy Hope that helps :D 00:49:32 Anna McMillan: Welcome welcome everyone!!!! 🥳🥳 00:50:31 Carolyn: Great learning Maurice 00:51:23 Ericka Glorious Moore - the story of [e].: Reacted to "yes, I have received the Mail for Workbook 2 at this moment: https://docs.google.com/document/d/1rE4YSm-mqSoSIpuZifHD-Yn-DDoT8sa7pRKsK59E248/copy Hope that helps :D" with ❤️ 00:51:40 Sharon Hobson: I did! 00:51:41 Myriam Janssen: yes 00:51:42 Ninoshka: Yessss 00:51:42 emily | Yofie Creative: Still working on it 00:51:43 Brenda Redding: still working on it 00:51:43 Julia Hames - Coding Cottage: Still working on it 00:51:44 Drew | WTH Design Studio: Yes!!! 00:51:44 .: Yes, but I write in Swedish 00:51:45 Karen Zamora: YES!! :) 00:51:45 Peachez: Still working on it 00:51:45 Emily Yong: Yupp! 00:51:46 Sara Comer: Yes. I worked on a couple 00:51:46 Jamie: still finalising it :) 00:51:46 Reed Steinmetz: Refining 00:51:46 Hailey Campbell: yes 00:51:47 Klara Šimůnková: still working on it 00:51:47 Andrea Lacasse: Very close, but still working on it 00:51:47 Lily Hogue: Still working on it 00:51:47 Kyle Miller: https://docs.google.com/document/d/1rE4YSm-mqSoSIpuZifHD-Yn-DDoT8sa7pRKsK59E248/copy 00:51:47 Rebecca Belcher: Still working on it 00:51:47 Lora S: Yess 00:51:47 Nichole Collins: Heck yes!! 00:51:49 Sonal: still working on it 00:51:50 Amy Bortmes: Yes, sure did! 00:51:50 Suzanne Baker: Yes! 00:51:50 Jack Simon: I missed yesterday, better late than never! 00:51:53 Vikram: Yes 00:51:53 Mario Savard: Yes. Refining details 00:51:53 Abby G: Refining it 00:51:54 Morgan Nash: I finalized mine a put it into Facebook, I would love some feedback on it. 00:51:54 Jeff: Working on it but liking the draft 00:51:54 Clinton Cohen III: Yes but will need to update website 00:51:54 Stacie Slack: still working on it. 00:51:55 Naz: Kind of but I'm so close to finalizing it! 00:51:56 tad: Still working on it. 00:51:57 Mollye: Still working on it. 00:52:03 Kyle Miller: https://docs.google.com/document/d/1rE4YSm-mqSoSIpuZifHD-Yn-DDoT8sa7pRKsK59E248/copy In case anyone missed it! :) 00:52:04 Ericka Glorious Moore - the story of [e].: Yes, but still want to update 00:52:04 Leonor Jimenez-Ethier: Yes… a few things thinking about it 00:52:11 Nichole Collins: Got it now 00:52:14 Kyle Miller: https://docs.google.com/document/d/1rE4YSm-mqSoSIpuZifHD-Yn-DDoT8sa7pRKsK59E248/copy 00:52:51 emily | Yofie Creative: OOOOH 00:52:57 Emily Yong: Very cool!!! 00:52:57 Sara Comer: YAY more prizes! 00:52:58 Mollye: NICE! 00:53:00 Morgan Nash: Whoop whoop 00:53:01 Dana Feeney: woooo hooo 00:53:02 Sharon Hobson: Exciting!!! 00:53:05 Klara Šimůnková: what a prize ! 00:53:11 Drew | WTH Design Studio: awwww yeah 00:53:16 Jeff: Zoinks! 00:53:19 .: Cool 00:53:19 Sara Comer: Lets go! 00:53:26 Carolyn: WOOHOO 00:53:27 Ninoshka: Whoooo 00:53:27 Mollye: Drew I love your Co name! 00:53:27 emily | Yofie Creative: Thanks for giving us the bonus starter! 00:53:28 Vikram: Nice 00:53:30 Morgan Nash: Can’t wait to learn about project hubs. 00:53:32 Lily Hogue: Awesome! 00:53:33 Carolyn: Project Hub sounds amazing 00:53:34 Jackie: So excited of this!! 00:53:35 Amina Devorah: yay <3 00:53:36 Drew | WTH Design Studio: Replying to "Drew I love your C..." Thank you so much! : ) 00:53:41 Ninoshka: letss gooo 00:53:44 Sara Comer: Looking forward to learning more about it 00:53:47 Anna McMillan: Woooo hoooo!! 🥳 00:53:49 Ericka Glorious Moore - the story of [e].: Yeah! Thanks 00:53:51 Lily Hogue: Awesome! 00:53:53 Petr Zajkas: That's so Cool! Hello everyone again 00:53:54 Drew | WTH Design Studio: you're so kind bailey! loving it! 00:53:56 Andrea Lacasse: Excited for this 00:54:02 Cheryl Smith: Where do I find the Project Hub? 00:54:13 Dana Feeney: this is where I need help 😂😂😂 00:54:29 Petr Zajkas: The project Hub sounds like an awesome tool 00:54:29 Drew | WTH Design Studio: Replying to "this is where I ne..." same. this is is my biggest hurdle 00:54:30 Mollye: Replying to "this is where I need help 😂😂😂" ME TOO I'm a hot mess 00:54:37 Petr Zajkas: Replying to "this is where I need..." And mee lol 00:54:41 Ninoshka: Replying to "this is where I ne..." sameee 00:55:10 maglevstudios.nz: I made it! Yessss 00:55:12 .: Love this quote “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” — Abraham Lincoln 00:55:16 Jack Simon: Sharpening the axe 00:55:23 Drew | WTH Design Studio: Replying to "I made it! Yessss" hey!! good morning to ya! :) 00:55:23 Sara Comer: Clarity needed 00:55:25 Jack Simon: 100% 00:55:31 Morgan Nash: Love that! 00:55:37 Petr Zajkas: Totally true! How many times I've just jumped straight into the project building and then the problems started. 00:55:39 Klara Šimůnková: yes! 00:55:40 Vikram: Agreed! 00:55:43 Ninoshka: True 00:55:46 Mario Savard: Sharpening axe for 10 years 00:55:52 Mario Savard: lol 00:55:54 .: If you fail to plan you plan to fail is another good one 00:56:14 Klara Šimůnková: oh, I´ve been there, one project took like 8 months :( 00:56:15 Sara Comer: Yea. I hate the reschedule piece 00:56:18 Petr Zajkas: Replying to "If you fail to plan ..." True, your clients gonna plan for you 00:56:21 Karen Zamora: The project always get longer 00:56:25 Sara Comer: So frustrating 00:56:26 Drew | WTH Design Studio: I have this going on right now with a client D: 00:56:28 Karen Zamora: yees 00:56:31 Lily Hogue: Amen 00:56:34 Denise van Abel: So guilty of this :) :) 00:56:38 Morgan Nash: I start without everything I need. so frustrating. 00:56:54 emily | Yofie Creative: Sharpening the axe is still making progress… I feel more like I’m stuck picking which axe is the best one to use 00:56:54 Jeff: Building the airplane in the sky. Ugh. 00:57:01 Morgan Nash: Reacted to "Building the airplane in the sky. Ugh." with 😂 00:57:04 Naz: I get so exasperated chasing the clients :// 00:57:07 Ninoshka: Reacted to "Building the airpl..." with 😂 00:57:09 Tiegan Benson: Scope creep and timeline collapse are the worst, get's me all time 00:57:21 Andrea Lacasse: My biggest fear is booking someone, they delay it weeks, and it runs into another project. It’s happened a few times 00:57:29 Lily Hogue: This is perfect 00:57:35 Karen Zamora: Replying to "Scope creep and time..." I’m so bad at scoping!! 00:57:36 Marina Springer | SEO & Webdesign: I love the new project management and hub from the design day! ❤️ The new client runs so smooth. Happy to have these reminders of what I already have and what I could optimize :D 00:57:39 Ericka Glorious Moore - the story of [e].: I really like the active design time with a project. Never heard that before. 00:57:42 Vikram: This is exactly what I need. 00:57:43 Sharon Hobson: So excited to do this. Everything goes out of scope for me. 00:57:49 Sara Comer: I do a discovery call after they fill out a form but ive still missed some stuff 00:57:56 Stephanie: Client came with everything. 8 months later, we still haven't launched because he keeps changing or wasn't clear. More $ for me, but I am so ready to release this one. 00:57:59 Naz: This sounds so utopic right now!! 00:58:00 Emily Yong: Love the connection back to the active design stage! 00:58:01 Sharon Hobson: Make jewellery 00:58:02 Marina Springer | SEO & Webdesign: Haha yes!! Love prep! 00:58:03 Klara Šimůnková: this sounds like a dream :D 00:58:09 Stephanie: Hi, I'm transcribing this call with my Tactiq AI Extension. https://tactiq.io/r/transcribing 00:58:09 Carolyn: This makes SO much sense 00:58:10 emily | Yofie Creative: Replying to "Client came with eve..." Definitely feel this one! 00:58:10 Drew | WTH Design Studio: this is such a great idea. definitely need to implement it! 00:58:12 Andrea Lacasse: Replying to "Client came with eve..." I feel that 00:58:58 Drew | WTH Design Studio: yesssss 00:58:59 .: Word 00:59:01 Ericka Glorious Moore - the story of [e].: I have done that too many times Bailey! 00:59:01 Sara Comer: Yes!! 100% cant care more than they do 00:59:02 Naz: Sounds so much like me right now 00:59:03 emily | Yofie Creative: So smart 00:59:05 Carolyn: You can't care aobut a project more than a client does. Boom mic drop 00:59:05 Sharon Hobson: So good!!! 00:59:06 Morgan Nash: Yes, I end up doing things for clients all the time. 00:59:18 Marina Springer | SEO & Webdesign: Reacted to "You can't care aobut a project more than a client does. Boom mic drop" with 👏 00:59:20 Karen Zamora: And a lot of reminders I’m guessing haha 00:59:23 Sharon Hobson: Yaas! 00:59:28 Petr Zajkas: How do you handle clients who skip the prep call? 00:59:29 Mollye: I think it will work well with some but not fit all because some like the handholding and if they want to pay extra for that then I'm game - but not at the same price. 😂 00:59:31 Sara Comer: However, is still struggle with this. 00:59:53 Petr Zajkas: Do you still start the project? 00:59:54 Andrea Lacasse: What if they book, but take months to be ready? And then we book up? I don’t feel good taking a deposit before they are close to being ready... 00:59:57 Klara Šimůnková: what if they buy the wrong package? 00:59:58 Sara Comer: Replying to "I think it will work well with some but not fit all because some like the handholding and if they want to pay extra for that then I'm game - but not at the same price. 😂" haha Yes! Ill hold hands if they pay a pretty penny for it 01:00:01 Jeff: This along with the payments for work feels like a great idea so if the project gets delayed, you still get paid and the onus is back on the client. 01:00:05 Sharon Hobson: Ohhhh! I need this so badly. 01:00:23 Whitney Pride: Just joined… is there a workbook for today? 01:00:36 Anna McMillan: Replying to "Just joined… is ther..." Yes!! https://docs.google.com/document/d/1rE4YSm-mqSoSIpuZifHD-Yn-DDoT8sa7pRKsK59E248/copy 01:00:44 Alejandro: angela is so quiet today, what's up? 01:00:45 Whitney Pride: Replying to "Just joined… is ther..." Thank youuuu! 01:00:48 Alejandro: 😂 01:00:51 Carolyn: YASS Bailey incorporating welcome emails 01:00:51 Anna McMillan: Replying to "Just joined… is ther..." You are so welcome!! :) 01:01:09 Karen Zamora: I loooove automations 01:01:18 Emily Yong: loving the automation! 01:01:22 Emily Yong: Reacted to "I loooove automations" with ❤️ 01:01:25 Ericka Glorious Moore - the story of [e].: Great idea with the welcome email! 01:01:36 Sharon Hobson: Automation is the best. Working on this for a client right now. 01:01:36 Sara Comer: Good Automations! YES! LOVE me some automations 01:01:36 maglevstudios.nz: Soo need that "Buy Package" sequence set up rather than Discovery calls. 01:01:42 Petr Zajkas: Cool automations arer so underated 01:01:49 Kyle Miller: https://docs.google.com/document/d/1rE4YSm-mqSoSIpuZifHD-Yn-DDoT8sa7pRKsK59E248/copy For anyone who missed it earlier, here is the workbook again! :) 01:01:54 Petr Zajkas: Reacted to "angela is so quiet t..." with 😂 01:02:01 Ninoshka: This is amazing. Love automations 01:02:09 Petr Zajkas: Replying to "https://docs.google...." Thank you xx 01:02:13 Naz: I recently started doing automations in terms of a small welcome e-mail that contains basic info and my clients were so happy! 01:02:25 Drew | WTH Design Studio: Yes such a good idea! 01:02:25 Andrea Lacasse: I need to really spend some time in Dubsado... 01:02:37 Sharon Hobson: I agree with that re Dubsado 01:02:47 Drew | WTH Design Studio: Doing the call at the beginning has been such a problem for me 01:03:01 .: Do you need to have a system like Dubsado? Or is it possible with for example Google Drive? 01:03:27 Andrea Lacasse: Replying to "Do you need to have ..." Dubsado handles A LOT. From scheduling to a Google cal to email automations and lead capture etc. It really can do everything 01:03:32 Petr Zajkas: Replying to "I need to really spe..." I have started to build this in fluent forms from scratch. It's much lower annual fee. Did you start with dubsado yet? 01:03:39 Naz: Şuna yanıt veriliyor: "I need to really s..." At first it was really confusing for me but it's so worth it, I use it for contracts and it really speeds up the process a lot!! 01:03:42 Andrea Lacasse: Replying to "Do you need to have ..." Dubsado also has a bit of a learning curve 01:04:00 Sara Comer: Replying to "Do you need to have a system like Dubsado? Or is it possible with for example Google Drive?" For automations, youd need something. But then could connect to google drive. I use something different than dubsado 01:04:03 Ninoshka: True 01:04:22 Sharon Hobson: Yes…I always start with a call, but this is better. 01:04:29 .: Replying to "Do you need to have ..." I wonder because I already have this in the plattform I use for my webpage 01:04:33 .: Reacted to "For automations, you..." with 👍 01:04:35 .: Reacted to "Dubsado handles A LO..." with 👍 01:04:37 .: Reacted to "Dubsado also has a b..." with 👍 01:04:45 Petr Zajkas: Replying to "I need to really spe..." does that welcome email send itself or does someone actually check it first 01:04:48 Sara Comer: Replying to "Do you need to have a system like Dubsado? Or is it possible with for example Google Drive?" If you have a platform already, id see if you can do it all there 01:04:52 Andrea Lacasse: I feel like my current process in Dubsado has a lot of manual review and I would like to remove some of that... 01:04:59 Jack Simon: This part makes everyone feel great 01:05:06 Andrea Lacasse: I feel like even when clients have their content “ready” it isn’t always ready…curious if we’ll cover that 01:05:12 emily | Yofie Creative: Replying to "Do you need to have ..." Most platforms do, but otherwise, there’s Zapier where the free Zaps should cover it 01:05:20 Ericka Glorious Moore - the story of [e].: Replying to "I feel like even whe..." So true! 01:05:25 Klara Šimůnková: Replying to "I feel like even w..." agree 01:05:26 Vikram: I need to look in to Dubsado, this is first time I am hearing about it. 01:05:30 Rachel Blouin: Reacted to "I feel like even when clients have their content “ready” it isn’t always ready…curious if we’ll cover that" with 👍 01:05:32 .: Replying to "Do you need to have ..." @Sara Comer Thanks for your reply 👍 01:05:34 Andrea Lacasse: Replying to "I feel like even whe..." Like 10 words for a section that needs 350…lol I can’t 01:05:38 Ericka Glorious Moore - the story of [e].: Reacted to "I feel like even when clients have their content “ready” it isn’t always ready…curious if we’ll cover that" with 👍🏽 01:05:39 Sara Comer: Reacted to "@Sara Comer Thanks for your reply 👍" with ❤️ 01:05:41 Petr Zajkas: Replying to "Do you need to have ..." How long is this email actually, like word count? 01:05:48 Peachez: Reacted to "I feel like even when clients have their content “ready” it isn’t always ready…curious if we’ll cover that" with 👍 01:05:56 Sara Comer: Replying to "Do you need to have a system like Dubsado? Or is it possible with for example Google Drive?" absolutely! Check your platform first. Use what you have and then build or add from there. 01:06:04 Ericka Glorious Moore - the story of [e].: Reacted to "Like 10 words for a section that needs 350…lol I can’t" with 😂 01:06:10 Sharon Hobson: Reacted to "Like 10 words for a section that needs 350…lol I can’t" with 😂 01:06:18 Mollye: Has anyone heard of the project hub tool called Kitchen? 01:06:28 Klara Šimůnková: Reacted to "Like 10 words for ..." with 😂 01:06:32 Naz: Şuna yanıt veriliyor: "I need to really s..." Hi! They send themselves but I did a little test on another e-mail of mine to see how it looked before making it official. Hope it helps! 01:06:33 Howard Jones: Replying to "Do you need to have ..." What platform is best for a newbie? 01:06:38 emily | Yofie Creative: Excitement 01:06:40 Sharon Hobson: Excited 01:06:42 Lily Hogue: Excited 01:06:45 Naz: Comfortable 01:06:46 Liz Jimenez Agudelo - Handshake Marketing: Relieved! 01:06:46 Alyssa Todd: Relieved 01:06:47 Sharon Hobson: :) 01:06:47 Klara Šimůnková: excited 01:06:47 Drew | WTH Design Studio: Excited! 01:06:48 .: Replying to "Do you need to have ..." @emily | Yofie Creative Thanks! I will double check what extra I need 👍 01:06:48 Jeff: Confident 01:06:49 Hailey Campbell: reassured 01:06:49 Carolyn: I want clients to feel confident, assured, supported 01:06:49 Reed Steinmetz: Excited 01:06:50 Emily Yong: Assured and hyped to get started! 01:06:50 Stephanie: relief 01:06:51 Drew | WTH Design Studio: Relieved! 01:06:52 maglevstudios.nz: Reassurance! 01:06:52 Tiegan Benson: excited 01:06:53 Ninoshka: Excited 01:06:54 Mario Savard: Reassurance 01:06:54 Karen Zamora: Excited! 01:06:54 Andrea Lacasse: I WANT THEM TO BE EXCITED AND PREPARED 01:06:55 Nichole Collins: confident 01:06:55 SouL: Confident 01:06:57 Cassandra Desrosiers: RELIEF 01:06:58 Jack Simon: great 01:06:58 Brenda Redding: confident 01:06:59 Viki: trust 01:06:59 Reed Steinmetz: Positive 01:06:59 Amy Bortmes: Relieved that they took action & excited 01:06:59 Victoria Berry: Excited 01:07:01 Denise van Abel: Exited! 01:07:02 Brenda Redding: relief 01:07:06 Mollye: Engaged 01:07:06 Vikram: Communicated well, acknowledged 01:07:07 Drew | WTH Design Studio: pumped up! 01:07:07 Karen Zamora: Taken care of 01:07:07 Bastian: Make them feel they made the right choice 01:07:07 Sara Comer: Replying to "Has anyone heard of the project hub tool called Kitchen?" Yes. But haven't looked into it 01:07:08 Ericka Glorious Moore - the story of [e].: Excited 01:07:09 Morgan Nash: Exceited 01:07:10 Petr Zajkas: Confident 01:07:11 Leonor Jimenez-Ethier: Safe… 01:07:13 Brenda Redding: relaxed 01:07:14 .: Excited and safe 01:07:14 Britta Just: Excited and reassured 01:07:15 Jack Simon: Like theyre In the right place 01:07:17 Brenda Redding: yes - safe 01:07:18 Cassandra Desrosiers: Reacted to "Safe…" with ❤️ 01:07:19 Sharon Hobson: Reacted to "Safe…" with 👍 01:07:20 Sara Comer: Excited and ready! 01:07:23 Petr Zajkas: Relaxed too awesome 01:07:32 Brenda Redding: absolutely - truly heard 01:07:34 Andrea Lacasse: This is the area I’m lacking 01:07:45 Anna McMillan: These are amazing guys!!! 💃🔥 01:07:56 Britta Just: Love the welcome video idea. 01:07:58 Petr Zajkas: Do you guys use the same template for every project size or does it change 01:08:15 Carolyn: Love how Bailey has worked with trial and error and letting us know what works 01:08:15 Ericka Glorious Moore - the story of [e].: When someone is spending their money and investing, they deserve a personalized touch. 01:08:16 Andrea Lacasse: I’m glad you’re talking about connecting because I worry that automating too much will lose the part of working with me that people like the most 01:08:20 Carolyn: YES, personalize your emails 01:08:28 Courtney Vickery | Declet Designs - Website & Strategy Studio: (automated) I’m capturing our notes and recording with Fathom. Let me know if you’d like me to share them, or if you prefer I turn it off. 01:08:30 Andrea Lacasse: Reacted to "When someone is spending their money and investing, they deserve a personalized touch." with ❤️ 01:08:32 Naz: Şuna yanıt veriliyor: "Do you guys use th..." I have 2 different templates, one for template customization and the other is for fully custom work 01:08:36 Myriam Janssen: How long are those videos usually? 01:08:36 .: I think doing this video personalized is so important to. Makes them feel really seen 01:08:42 Petr Zajkas: Replying to "I’m glad you’re talk..." Totaly agreed 01:08:47 Mario Savard: What about explaining who you are 01:08:58 Britta Just: Anyone using Moxie? 01:08:59 Sara Comer: I use my own client portal for other projects and I do videos for everything and its been super helpful! 01:09:04 Courtney Vickery | Declet Designs - Website & Strategy Studio: Replying to "Anyone using Moxie?" meeee 01:09:10 Viki: Replying to "Anyone using Moxie?" yes 01:09:12 Petr Zajkas: Is Trello free @all? 01:09:12 Karen Zamora: I had a talk with AI and trello is the most cost effective and user friendly compared with any other project management tool 01:09:16 Britta Just: Reacted to "meeee" with ❤️ 01:09:18 Jack Simon: What If theyre technically illiterate like can’t hardly login to their own email, or download zoom, let alone use Trello. 01:09:20 emily | Yofie Creative: Replying to "Anyone using Moxie?" Me, but I was thinking about looking into other options soon 01:09:24 Brenda Redding: Creating a video is daunting at first - but practice, practice, practice! It gets easier 👍 01:09:25 Sharon Hobson: Replying to "Anyone using Moxie?" What’s Moxie? 01:09:28 Sara Comer: Replying to "Is Trello free @all?" There is a free plan 01:09:31 Britta Just: Reacted to "yes" with ❤️ 01:09:38 Mario Savard: I feel like giving a personal connection makes you a tangible and likeable person that the client is familiar and comfortable working with. Instead of a robot 01:09:42 emily | Yofie Creative: Replying to "Is Trello free @all?" For what you really need, the free is enough 01:09:45 Andrea Lacasse: I’ve been using Dubsado for a project hub with Google Drive and I don’t like it. Curious how to setup Trello boards for client use. 01:09:46 Courtney Vickery | Declet Designs - Website & Strategy Studio: Replying to "Anyone using Moxie?" @emily | Yofie Creative would definitely wait a few more weeks before you leave! ❤️ 01:09:57 Petr Zajkas: Replying to "Is Trello free @all?" Ok thanks for it. Never use it any advice on plans? Limitation etc? 01:10:01 Karen Zamora: Yees! Everyone loves to receive something personalised, you feel special 01:10:03 Anna McMillan: Replying to "I feel like giving a..." Yes!! It’s a great way to be personable! :) 01:10:03 Ericka Glorious Moore - the story of [e].: Not sure all my clients will be able to use Trello. They already feel so overwhelmed. 01:10:04 Britta Just: Replying to "Anyone using Moxie?" @Sharon Hobson Accounting and Client Management. 01:10:04 Alejandro: can you show us your Trello end? please 01:10:05 Reed Steinmetz: Many of my clients outsource their website BECAUSE they are computer-phobic! “Systems” will probably scare them! 01:10:12 Andrea Lacasse: Replying to "What If theyre techn..." I deal with this so much! 01:10:15 Brenda Redding: Replying to "Anyone using Moxie?" I do - haven't even scratched the surface as to what it can do, though, I'm sure! 01:10:19 Jack Simon: Reacted to "Many of my clients o..." with 👍 01:10:19 Denise van Abel: Also use Trello. With a manual and also a short workthrough video :)! 01:10:21 Andrea Lacasse: Replying to "What If theyre techn..." I don’t know what the answer is unfortunately 01:10:24 Britta Just: Replying to "Anyone using Moxie?" @emily | Yofie Creative Why? 01:10:25 emily | Yofie Creative: Replying to "Anyone using Moxie?" @Courtney Vickery | Declet Designs - Website & Strategy Studio I’m curious to see what’s in v4, and I’d want to get something else set up first, but there have always been some holes in the system they’ve built for the way I work 01:10:32 Liz Jimenez Agudelo - Handshake Marketing: Replying to "Anyone using Moxie?" I use Moxie, too 01:10:33 Kristin Kniss: Replying to "Anyone using Moxie?" Yes using moxie - love hate relationship 01:10:34 Sharon Hobson: Replying to "What If theyre techn..." Me too! 01:10:37 Drew | WTH Design Studio: Yes! this has been on my to-do list for clients. i love honeybook's project portal and it doesn't get utilized enough 01:10:38 Jack Simon: Replying to "What If theyre techn..." I mean seriously 01:10:39 Courtney Vickery | Declet Designs - Website & Strategy Studio: Reacted to "@emily | Yofie Creative Why?" with ❤️ 01:10:39 Liz Jimenez Agudelo - Handshake Marketing: Reacted to "Yes using moxie - love hate relationship" with 😂 01:10:41 Andrea Lacasse: Replying to "What If theyre techn..." I just email them and give them steps on what to do….sometimes…I end up on calls and they always appreciate it but it is time I lose…and sometimes it’s a lot 01:10:45 Liz Jimenez Agudelo - Handshake Marketing: Replying to "Anyone using Moxie?" @Kristin Kniss girl same haha 01:10:46 Ericka Glorious Moore - the story of [e].: Replying to "Many of my clients o..." Yes, same 01:10:49 Jack Simon: Reacted to "I just email them an..." with ❤️ 01:10:49 Courtney Vickery | Declet Designs - Website & Strategy Studio: Reacted to "Yes using moxie - love hate relationship" with 😂 01:10:56 Drew | WTH Design Studio: Reacted to "Many of my clients..." with 👍 01:10:58 Jack Simon: Replying to "Many of my clients o..." That part 01:10:59 Courtney Vickery | Declet Designs - Website & Strategy Studio: Reacted to "@Courtney Vickery | Declet Designs - Website & Strategy Studio I’m curious to see what’s in v4, and I’d want to get something else set up first, but there have always been some holes in the system they’ve built for the way I work" with ❤️ 01:11:02 Mario Savard: Reacted to "Yes!! It’s a great way to be personable! :)" with ❤️ 01:11:06 Myriam Janssen: Reacted to "Many of my clients outsource their website BECAUSE they are computer-phobic! “Systems” will probably scare them!" with 👍🏻 01:11:06 Andrea Lacasse: Replying to "Many of my clients o..." Honestly 01:11:09 Britta Just: Replying to "Anyone using Moxie?" @Brenda Redding Same 😅 This might be the right time to finally put it to work. 01:11:12 Sharon Hobson: That’s good. How many people email LOL? 01:11:15 Britta Just: Reacted to "Yes using moxie - love hate relationship" with 😂 01:11:22 Courtney Vickery | Declet Designs - Website & Strategy Studio: Replying to "Anyone using Moxie?" @emily | Yofie Creative totally understand! I’ve built my own hub with claude to fill some of the gaps but think v4 will be good! 01:11:23 Amy Bortmes: Reacted to "Yes! this has been on my to-do list for clients. i love honeybook's project portal and it doesn't get utilized enough" with ❤️ 01:11:25 Andrea Lacasse: Replying to "Many of my clients o..." I had to show a client how to login to their gmail….and I was happy to do it. But the client never figured it out... 01:11:27 Karen Zamora: Replying to "Many of my clients o..." This is so true! 01:11:35 Mollye: Replying to "Many of my clients outsource their website BECAUSE they are computer-phobic! “Systems” will probably scare them!" 😂 01:11:37 Petr Zajkas: I love this strategy. When client feel guided that's how it really feels like premium experience 01:11:39 Jack Simon: Reacted to "I had to show a clie..." with 👍 01:11:44 Andrea Lacasse: Reacted to "I love this strategy. When client feel guided that's how it really feels like premium experience" with ❤️ 01:11:47 Ninoshka: Reacted to "I love this strate..." with ❤️ 01:11:53 Brenda Redding: Reacted to "I had to show a client how to login to their gmail….and I was happy to do it. But the client never figured it out..." with 👍 01:11:59 Reed Steinmetz: Google Drive is good enough… Agree? 01:12:00 Sara Comer: Definitely do some of this but want to up my game for the client experience 01:12:01 Alejandro: monday 01:12:06 Liz Jimenez Agudelo - Handshake Marketing: For those using Moxie…do you think the client portal would work for this instead of Trello? 01:12:07 Naz: I made mine using notion! 01:12:14 maglevstudios.nz: I ended up making my own on my website with links to Google Drive. 😂 01:12:14 Courtney Vickery | Declet Designs - Website & Strategy Studio: Replying to "For those using Moxi..." absolutely 01:12:15 Andrea Lacasse: Honestly, the clients that struggle technologically end up being the happiest at the end in my experience and they refer others! 01:12:16 Brenda Redding: Replying to "For those using Moxie…do you think the client portal would work for this instead of Trello?" My question as well 01:12:21 Courtney Vickery | Declet Designs - Website & Strategy Studio: Replying to "For those using Moxi..." But I’m biased haha 01:12:27 Andrea Lacasse: I don’t mind explaining a little more to make my client feel supported 01:12:29 Petr Zajkas: Replying to "Google Drive is good..." I believe it can do but still needed to build a solid strategy 01:12:34 Jack Simon: Reacted to "I ended up making my..." with 👍 01:12:36 maglevstudios.nz: Reacted to "Honestly, the clients that struggle technologically end up being the happiest at the end in my experience and they refer others!" with ❤️ 01:12:36 Klara Šimůnková: yes, that´s what I need, I handle everything through e-mail and that is just horrible :D 01:12:38 Mollye: Replying to "monday" Isn't Monday really expensive 01:12:43 Liz Jimenez Agudelo - Handshake Marketing: Replying to "For those using Moxi..." @Courtney Vickery | Declet Designs - Website & Strategy Studio what’s your bias?? 01:12:45 Tamsin Hall: Trello is a very easy interface 01:12:52 Liz Jimenez Agudelo - Handshake Marketing: Reacted to "absolutely" with ❤️ 01:12:55 Liz Jimenez Agudelo - Handshake Marketing: Reacted to "My question as well" with 👍🏽 01:12:58 Sara Comer: haha im not a fan of click up 01:12:58 Petr Zajkas: Replying to "yes, that´s what I n..." Same here lol - Btw hello from Czech 01:12:59 Ninoshka: Replying to "yes, that´s what ..." Agree. 01:13:01 Karen Zamora: Clickup is sooo confusing for people who don’t use it, yes 01:13:04 Alyssa Todd: with Trello, do clients need an account? 01:13:08 Drew | WTH Design Studio: I love this little tip. 01:13:09 ALI M.: Replying to "Has anyone heard of the project hub tool called Kitchen?" I use kitchen & love it (: 01:13:14 Andrea Lacasse: Asana is another one I use for website updates 01:13:16 Suzanne Baker: Love Basecamp! 01:13:16 emily | Yofie Creative: Reacted to "@emily | Yofie Creative totally understand! I’ve built my own hub with claude to fill some of the gaps but think v4 will be good!" with 👍 01:13:20 Mollye: Replying to "Has anyone heard of the project hub tool called Kitchen?" So curious about Kitchen 01:13:20 Ericka Glorious Moore - the story of [e].: Basecamp is cool. I didn’t know anyone else used it 01:13:24 Carolyn: YES 01:13:25 Courtney Vickery | Declet Designs - Website & Strategy Studio: Replying to "For those using Moxi..." I use Moxie, I’m a partner and I have a course on how to use the portal <3 01:13:27 Anna McMillan: Replying to "with Trello, do clie..." They will but they don’t have to pay anything! :) 01:13:27 Karen Zamora: yes 01:13:29 Carolyn: So many questions 01:13:30 emily | Yofie Creative: Replying to "Anyone using Moxie?" @Courtney Vickery | Declet Designs - Website & Strategy Studio I know you’re the queen of client hubs! 01:13:31 Alyssa Todd: Replying to "Has anyone heard of the project hub tool called Kitchen?" I've used the free version 01:13:32 Petr Zajkas: Ah yes one big mess 01:13:33 Naz: Yes.. 01:13:34 Sharon Hobson: Yep 01:13:35 Emily Yong: Lol, definitely tempted to ask as much as possible 01:13:36 Andrea Lacasse: OK DON’T CALL US OUT BAILEY 01:13:37 Jack Simon: “Who are your top competitors?” 01:13:37 Vikram: Yes 01:13:38 Andrea Lacasse: LOL 01:13:39 Sara Comer: Ive cut mine down 01:13:40 Reed Steinmetz: They would RUN AWAY! 01:13:41 Ericka Glorious Moore - the story of [e].: No 01:13:41 maglevstudios.nz: I wanna know about the dog tho 01:13:42 Sharon Hobson: Ouch 01:13:42 Karen Zamora: Hahaha 01:13:44 Drew | WTH Design Studio: i feel attacked lmao 01:13:45 Mario Savard: I just write myself 01:13:48 Mollye: 😂 Does your neighbor have a dog 01:13:49 Liz Jimenez Agudelo - Handshake Marketing: Replying to "For those using Moxi..." @Courtney Vickery | Declet Designs - Website & Strategy Studio I haven’t used the client portal at all yet… have you? 01:13:52 Ninoshka: haha 01:13:55 Alyssa Todd: Reacted to "They will but they don’t have to pay anything! :)" with 👍 01:13:56 Petr Zajkas: lol 01:13:58 Courtney Vickery | Declet Designs - Website & Strategy Studio: Replying to "Anyone using Moxie?" @@emily | Yofie Creative aw thanks! It’s one of my many obsessions haha 01:13:58 .: Haha 01:14:01 Mario Savard: I ask company name…and figure it out from there. Clients love that 01:14:02 Andrea Lacasse: WE JUST CARE 01:14:04 Klara Šimůnková: 😂 01:14:06 SouL: Yes I was using content snare web design template form. 01:14:10 Sharon Hobson: Reacted to "WE JUST CARE" with 👍 01:14:17 Alyssa Todd: Replying to "Clickup is sooo confusing for people who don’t use it, yes" yeah, love clickup for myself but not the best for clients 01:14:18 emily | Yofie Creative: Reacted to "I wanna know about the dog tho" with 👏 01:14:19 Britta Just: Reacted to "WE JUST CARE" with 👏 01:14:20 Petr Zajkas: Totally true, great community here 01:14:24 Andrea Lacasse: Reacted to "Totally true, great community here" with ❤️ 01:14:29 Mollye: Reacted to "Totally true, great community here" with ❤️ 01:14:30 Ninoshka: Reacted to "Totally true, grea..." with ❤️ 01:14:36 Courtney Vickery | Declet Designs - Website & Strategy Studio: Replying to "For those using Moxi..." @Liz Jimenez Agudelo - Handshake Marketing with every client. They send a message, I point them back to the portal. I train them to go there for everything first 01:14:38 Drew | WTH Design Studio: snaps all around 01:14:41 Denise van Abel: Most of my clients understand Trello easily because everything is filled out and they find the video helpfull. But the automated package, that would be an issue because they rarely buy what they thought they needed upfront :) 01:14:47 Liz Jimenez Agudelo - Handshake Marketing: Reacted to "@Liz Jimenez Agudelo - Handshake Marketing with every client. They send a message, I point them back to the portal. I train them to go there for everything first" with 😯 01:14:48 Mollye: YES like I hired you to help me WTH (hahaha Drew) 01:14:50 Karen Zamora: I used to do copywriting too so I was like I need all the context I can get haha… 01:14:52 Ericka Glorious Moore - the story of [e].: I’ve never asked alot of those questions…lol! 01:14:52 Carolyn: Really good point Bailey - we're hired to take things off the plate but then clients are bombarded with questions 01:15:00 Andrea Lacasse: The last thing I want is to overwhelm them 01:15:03 Mario Savard: If the company/client doesn’t have a marketing person or team. I act as it for the client 01:15:08 Liz Jimenez Agudelo - Handshake Marketing: Replying to "For those using Moxi..." @Courtney Vickery | Declet Designs - Website & Strategy Studio you’re my hero lol I need to make better use of this space and declutter my email inbox of client work 01:15:17 Andrea Lacasse: Reacted to "Really good point Bailey - we're hired to take things off the plate but then clients are bombarded with questions" with ❤️ 01:15:18 Hollie: I can't find Kitchen on Google. Can someone tell me what the website is? 01:15:22 Liz Jimenez Agudelo - Handshake Marketing: Reacted to "I use Moxie, I’m a partner and I have a course on how to use the portal <3" with ❤️ 01:15:26 Mario Savard: Love it. KISS 01:15:27 Courtney Vickery | Declet Designs - Website & Strategy Studio: Reacted to "@Courtney Vickery | Declet Designs - Website & Strategy Studio you’re my hero lol I need to make better use of this space and declutter my email inbox of client work" with 😂 01:15:31 Sharon Hobson: Yes, we don’t want to stress them out. I’ve had a few of those lately. 01:15:37 emily | Yofie Creative: Replying to "For those using Moxi..." I use the Moxie portal to run all of my projects, but I had a business coach who gave me a Trello project board, and it was more the way my brain works, so you just have to try it and see what works for you 01:15:38 maglevstudios.nz: Replying to "I can't find Kitchen on Google. Can someone tell me what the website is?" I tried it and then cancelled. I felt it was missing a lot still. 01:15:39 Petr Zajkas: Better prep that's it 01:15:40 Sara Comer: Yea. I cut my questionnaire down a lot 01:15:41 Karen Zamora: yeees 01:15:43 Petr Zajkas: Say more with less 01:15:44 Klara Šimůnková: yees 01:15:49 Andrea Lacasse: Yes...the basics 01:15:50 Ninoshka: yes 01:15:50 Karen Zamora: Simple is always better 01:15:51 Liz Jimenez Agudelo - Handshake Marketing: Reacted to "I use the Moxie portal to run all of my projects, but I had a business coach who gave me a Trello project board, and it was more the way my brain works, so you just have to try it and see what works for you" with ❤️ 01:15:51 Courtney Vickery | Declet Designs - Website & Strategy Studio: Replying to "I can't find Kitchen..." https://kitchen.co/ 01:15:52 Bryan Howell: Replying to "Has anyone heard of ..." Do you have a link you can share? A google search did not bring me anything relevant... 01:15:59 Brenda Redding: Reacted to "I use the Moxie portal to run all of my projects, but I had a business coach who gave me a Trello project board, and it was more the way my brain works, so you just have to try it and see what works for you" with ❤️ 01:16:01 Carolyn: Writing copy - we DO need the information 01:16:02 Andrea Lacasse: Copy is a whole other beast 01:16:05 Carolyn: but there's a way to simplify 01:16:07 Hollie: Replying to "I can't find Kitchen on Google. Can someone tell me what the website is?" Thank you so much to both of you. 01:16:10 Liz Jimenez Agudelo - Handshake Marketing: Replying to "For those using Moxi..." @emily | Yofie Creative good thoughts! I just have to actually try it haha 01:16:14 Ericka Glorious Moore - the story of [e].: When they are supposed to give the “copy” it’s not correct. I still normally need to fix it. 01:16:24 .: I usually ask some of these questions during our onboarding call 01:16:25 Courtney Vickery | Declet Designs - Website & Strategy Studio: Reacted to "I use the Moxie portal to run all of my projects, but I had a business coach who gave me a Trello project board, and it was more the way my brain works, so you just have to try it and see what works for you" with ❤️ 01:16:25 Andrea Lacasse: Replying to "When they are suppos..." SAME 01:16:28 Tiegan Benson: Reacted to "When they are supp..." with 👍 01:16:35 Andrea Lacasse: OH when they change the name….I cannot. 01:16:36 Sharon Hobson: Replying to "When they are suppos..." Same 01:16:37 Jack Simon: Facts. I ask business name too lol it is essential 01:16:47 Andrea Lacasse: I ask them if they legally formed it yet so I know if they are committed to it hahah 01:16:49 Ericka Glorious Moore - the story of [e].: Reacted to "SAME" with 👍🏽 01:16:52 emily | Yofie Creative: Replying to "For those using Moxi..." @Liz Jimenez Agudelo - Handshake Marketing Frustratingly, you need to actually run a project through whatever system, and you need a client to be a guinea pig! 01:16:56 Petr Zajkas: The worse is emailing back and forth and trying to remember everything on top of your head. Agree? 01:16:58 Ericka Glorious Moore - the story of [e].: Reacted to "Same" with 👍🏽 01:17:07 Naz: I do branding too and I always felt like asking detailed questions gives me a better understanding but now I'm rethinking my questionnaire.. 01:17:10 emily | Yofie Creative: Replying to "When they are suppos..." Add copy-editing into your offer and up the rate! 01:17:19 Sara Comer: haha i do offer branding and 75% end up buying that after we start because they dont have branding 01:17:19 Andrea Lacasse: Replying to "The worse is emailin..." That’s what I use a client portal form. They input it all there. I tell them NOT to email me. 01:17:28 Mollye: Oh branding my heart (that is a project package of mine also) 01:17:32 Alyssa Todd: Reacted to "Add copy-editing into your offer and up the rate!" with 👍 01:17:32 emily | Yofie Creative: Replying to "The worse is emailin..." @Andrea Lacasse THIS 01:17:38 Andrea Lacasse: Replying to "I do branding too an..." I actually think it’s essential for branding. If it’s working for you, I wouldn’t change it. 01:17:38 Petr Zajkas: It seems so exciting, excited to get this course done and put the hands on work 01:17:39 Ericka Glorious Moore - the story of [e].: I’ve had the photo issue. Either pixelized or not for the project. Selfies, family…Lol 01:17:41 emily | Yofie Creative: Reacted to "I ask them if they legally formed it yet so I know if they are committed to it hahah" with 😂 01:17:49 Drew | WTH Design Studio: Ugh yessss 01:17:51 Sharon Hobson: Oh gosh…one of my clients gave me “visual inspiration” and they really just wanted me to copy the site. 01:17:54 Andrea Lacasse: Replying to "Oh branding my heart..." Same. It’s not a quick thing. It’s more intentional. 01:18:02 Mollye: Reacted to "Oh gosh…one of my clients gave me “visual inspiration” and they really just wanted me to copy the site." with 😂 01:18:08 Klara Šimůnková: Reacted to "Oh gosh…one of my..." with 😂 01:18:09 Sara Comer: I ask for examples of what they dont want and what they do want so I know lol so im on the same page 01:18:09 Ninoshka: Reacted to "Oh gosh…one of my..." with 😂 01:18:12 Courtney Vickery | Declet Designs - Website & Strategy Studio: I always make people create a Pinterest board (give them guides and places to start) 01:18:18 Andrea Lacasse: Replying to "I’ve had the photo i..." yup 01:18:20 Mollye: Reacted to "I always make people create a Pinterest board (give them guides and places to start)" with 👍 01:18:28 Jack Simon: I ask them What is the #1 purpose of your website? With 4 options to choose from or other to fill in the blank 01:18:30 Petr Zajkas: Replying to "Oh gosh…one of my cl..." Hahaha what did you do? 01:18:33 Naz: Şuna yanıt veriliyor: "I do branding too ..." Thank you! I think i might revise it after this to optimize it a little still 01:18:37 Vikram: Yup, they way client visualize is totally different. 01:18:42 Courtney Vickery | Declet Designs - Website & Strategy Studio: Then for images I have them create collections on envato/unsplash 01:18:51 maglevstudios.nz: Replying to "I always make people create a Pinterest board (give them guides and places to start)" That's waaayy too techy for my clients most of the time. 01:19:05 Ericka Glorious Moore - the story of [e].: I need their logo, brand, colors, photos, and copy 01:19:06 emily | Yofie Creative: Shoot, was I supposed to be paying attention to what Bailey’s been saying while also following along in the chat??? 01:19:06 Petr Zajkas: Logins, hosting, domain, images, copy, cup of coffee. 01:19:07 Britta Just: Replying to "Then for images I have them create collections on envato/unsplash" I love Envato Elements. 01:19:07 Denise van Abel: I Always ask them I pinterest board and/or 3 websites they like (but it may not be a competitor or offer the same services as them) 01:19:25 Hailey Campbell: When collecting logins, how do you do it in a way that’s secure? 01:19:25 emily | Yofie Creative: Reacted to "Logins, hosting, domain, images, copy, cup of coffee." with 😂 01:19:26 Andrea Lacasse: Replying to "Shoot, was I suppose..." This is an extreme sport at this point juggle the both haha 01:19:38 Sharon Hobson: Replying to "Shoot, was I suppose..." I was just thinking that 01:19:38 Courtney Vickery | Declet Designs - Website & Strategy Studio: Replying to "I always make people..." Most of my clients are millennials lol The few that couldn’t do it just sent me images they liked :) 01:19:44 Carolyn: Details of offer, 5Ws + H, Brand voice, target market 01:19:46 Whitney Pride: Discovery call questionnaire, design questionnaire, doc for website inspo or Pinterest, doc for logins, images folder, copy guide for each page 01:19:56 Klara Šimůnková: business name, logins, images, copy, branding, website inspo... 01:19:59 Alejandro: Must Have: logo if exists, pallete color, services they provide Login to: hosting and domain, email if possible nice to have: full payment upfront 01:19:59 Karen Zamora: For functionality purposes, is it a good idea to ask what tag they want to add if someone fill a form? Or we should just add any and then communicate? 01:20:04 Sara Comer: logo, name, colors, photos, hosting. if they are already on a platform to add me as a collaborator. 01:20:07 Petr Zajkas: The website inspiration is also abig one 01:20:08 Sharon Hobson: How do they share visual inspiration when they aren’t techy 01:20:15 Vikram: Logo, Color/Branding, Pictures, Hosting details. 01:20:18 Emily Yong: Under business context; main objective of website! 01:20:18 Jack Simon: I ask What color scheme would you like for your website? (2-3 colors max) For example: Fedex is Purple & Orange McDonalds is Yellow & Red 01:20:21 Whitney Pride: It’s only like 6 questions! Design questionnaire is like 15. Haven’t gotten any complaints yet… lol 01:20:28 Petr Zajkas: Replying to "I ask What color sch..." I love that 01:20:28 Karen Zamora: Awesome thanks 01:20:31 maglevstudios.nz: Replying to "How do they share visual inspiration when they aren’t techy" I have them send a list of website links, hopefully they can at least copy paste 01:20:33 Sharon Hobson: Replying to "Under business conte..." Right! 01:20:36 Mario Savard: Needs to be updated internally 01:20:38 Ninoshka: Business context, logins, photos, branding 01:20:47 Sharon Hobson: Reacted to "I ask What color scheme would you like for your website? (2-3 colors max) For example: Fedex is Purple & Orange McDonalds is Yellow & Red" with 👍 01:20:48 Emily Yong: Reacted to "Right!" with ❤️ 01:20:48 Jeff: Goals - What problem are you solving for your clients? 01:20:54 Nim Harrison: Branding, Pages required (what they are wanting to include on their site) Website copy, photos 01:20:54 Andrea Lacasse: Branding, photos, doc with some draft of copy/things they want to show on their site, the one main question: what do you want your website to do/show? — not domain, not hosting I can do that for them or guide them later. 01:20:56 Denise van Abel: images (preferable professional) copy branding logins google analytics etc legal 01:20:59 Lily Hogue: All of the above ^ & desired functionalities for specific sections 01:21:01 Courtney Vickery | Declet Designs - Website & Strategy Studio: I have clients use this site I built with claude to pick colors that actually work https://preview.decletdesigns.store/ 01:21:05 Drew | WTH Design Studio: must have items: visual inspiration, branding & copy 01:21:09 Anna McMillan: You guys are doing great!!! Keep it up!!! 🥳💛 01:21:20 Andrea Lacasse: Ok ok ok ok this is a good way to think about this 01:21:22 maglevstudios.nz: Replying to "I have clients use this site I built with claude to pick colors that actually work https://preview.decletdesigns.store/" Hey that 01:21:26 maglevstudios.nz: Replying to "I have clients use this site I built with claude to pick colors that actually work https://preview.decletdesigns.store/" s really neat!! 01:21:30 Leonor Jimenez-Ethier: How do you do with logic when you have the logins but you try to login and it asks you for extra verification code send to your phone or another email you don’t have access to….? 01:21:31 emily | Yofie Creative: I feel like my NEED to have list is longer than everyone else’s… 01:21:32 maglevstudios.nz: Reacted to "I have clients use this site I built with claude to pick colors that actually work https://preview.decletdesigns.store/" with 👏 01:21:34 Courtney Vickery | Declet Designs - Website & Strategy Studio: Reacted to "s really neat!!" with ❤️ 01:21:36 Sharon Hobson: Right! Resources. 01:21:58 Klara Šimůnková: nice! 01:22:01 Mollye: Replying to "I have clients use this site I built with claude to pick colors that actually work https://preview.decletdesigns.store/" That's a cool site 01:22:03 Andrea Lacasse: Replying to "How do you do with l..." I ask for my own login to avoid this 01:22:03 Sharon Hobson: Replying to "I feel like my NEED ..." LOL…it isn't 01:22:04 Peachez: Replying to "I have clients use this site I built with claude to pick colors that actually work https://preview.decletdesigns.store/" Love this. Very cool. 01:22:05 Courtney Vickery | Declet Designs - Website & Strategy Studio: Reacted to "That's a cool site" with ❤️ 01:22:06 Petr Zajkas: Does this list live anywhere permanent or get remade each time? Probably clients Hub is a good idea 01:22:07 Courtney Vickery | Declet Designs - Website & Strategy Studio: Reacted to "Love this. Very cool." with ❤️ 01:22:09 Peachez: Reacted to "I have clients use this site I built with claude to pick colors that actually work https://preview.decletdesigns.store/" with 👏 01:22:29 Andrea Lacasse: Replying to "How do you do with l..." Many hosting providers offer a collaborator feature that lets the host owner add you and others who will be working only our site. I always ask for admin access 01:22:49 Petr Zajkas: I love that Bailey, great way to do the painfull bits easily 01:22:53 Sharon Hobson: Replying to "How do you do with l..." Yes, collab functionality works well 01:22:57 Jack Simon: Reacted to "I have clients use t..." with 👏 01:23:06 Jack Simon: Replying to "I have clients use t..." Dang, that’s sweet 01:23:09 Ericka Glorious Moore - the story of [e].: Do they sign up for the website hosting and we have access? 01:23:11 Courtney Vickery | Declet Designs - Website & Strategy Studio: Reacted to "Dang, that’s sweet" with ❤️ 01:23:12 Nim Harrison: Ensure people FOLLOW the copy guide AND.. the word count...lol 01:23:14 Andrea Lacasse: I always tell my clients to not get hosting without me because they always end up buying the wrong thing! 01:23:15 Jack Simon: Replying to "I have clients use t..." Giphy [ID:oYtVHSxngR3lC] [Full message cannot be displayed on this version] 01:23:25 Sharon Hobson: Replying to "Ensure people FOLLOW..." Right? 01:23:31 Mollye: If you build in WIX you host and domain there I think you can get a cut everytime they renew 01:23:35 Andrea Lacasse: Replying to "Do they sign up for ..." I do this live on a call and have them set me up as an admin so I have my own login 01:23:47 Vikram: Replying to "I have clients use t..." Awesome! 01:23:50 Britta Just: I usually set up a Google Drive for them, so I can set up Search Console and give my account access to that. 01:23:52 Courtney Vickery | Declet Designs - Website & Strategy Studio: Reacted to "Awesome!" with ❤️ 01:23:57 Andrea Lacasse: Replying to "If you build in WIX ..." Squarespace is like this too. It can handle domain and hosting in one. 01:24:02 Naz: Şuna yanıt veriliyor: "Does this list liv..." For myself, I have a core list in my client hub and I add other things depending on whether or not the client has add-ons 01:24:03 Drew | WTH Design Studio: I always feel weird asking clients for logins but man it would make my life so much easier in the design phase 01:24:03 Andrea Lacasse: Replying to "If you build in WIX ..." WordPress is not like that 01:24:04 emily | Yofie Creative: How do you collect logins securely? I have done a few different things but never asked anyone else... 01:24:10 Sharon Hobson: Replying to "I have clients use t..." OMG…this is awesome! 01:24:14 Courtney Vickery | Declet Designs - Website & Strategy Studio: Reacted to "OMG…this is awesome!" with ❤️ 01:24:22 Jeff: Reacted to "I have clients use t..." with 👏 01:24:25 Petr Zajkas: Branding is a big one. 01:24:39 Andrea Lacasse: Replying to "I have clients use t..." Very cool. Did you build with with Claude? 01:24:46 Reed Steinmetz: Colors: blue-ish, green, and yellow! haha 01:24:48 Petr Zajkas: Sometimes it's hard to realise that clients doesn't speak my language always hahaha 01:24:50 Mollye: Can't disconnect the branding 01:24:54 Courtney Vickery | Declet Designs - Website & Strategy Studio: Replying to "I have clients use t..." @Andrea Lacasse yep! 01:24:56 maglevstudios.nz: Replying to "If you build in WIX you host and domain there I think you can get a cut everytime they renew" I do this through Wordpress, but with Elementor Hosting. I charge slightly more to cover my costs for it. 01:25:09 Britta Just: Replying to "Ensure people FOLLOW the copy guide AND.. the word count...lol" Word Count – so important. The same as standardised image ratios. Makes designing so much easier 😁 01:25:29 Andrea Lacasse: Replying to "If you build in WIX ..." Oh so you are managing their hosting? 01:25:30 Sara Comer: Replying to "Ensure people FOLLOW the copy guide AND.. the word count...lol" @Britta Just YEs word count! Gets them every time! 01:25:40 Leonor Jimenez-Ethier: Reacted to "I have clients use this site I built with claude to pick colors that actually work https://preview.decletdesigns.store/" with ❤️ 01:25:46 maglevstudios.nz: Replying to "If you build in WIX you host and domain there I think you can get a cut everytime they renew" Yeah, if it's Wordpress, they usually want it moved over anyway. 01:25:48 Andrea Lacasse: Reacted to "Ensure people FOLLOW the copy guide AND.. the word count...lol" with 👍🏼 01:25:54 Andrea Lacasse: Yessss word count 01:26:01 Alejandro: -hosting credentials -domain credentials -GA, Search Console access 01:26:03 Karen Zamora: Copy - content writing guide Branding - checklist Logins - instructions + loom 01:26:03 Mario Savard: Inspiration > Links to AWWWARDS or something 01:26:14 Petr Zajkas: Replying to "Ensure people FOLLOW..." I like the custom GPT for clients. Thought of building one. # 01:26:15 Andrea Lacasse: Branding, photos, and copy 01:26:22 Jack Simon: Do you guys use AI to write the copy for the client if they don’t provide copy? 01:26:27 Ericka Glorious Moore - the story of [e].: A website signup guide, branding - logo, colors, copy 01:26:28 Andrea Lacasse: I setup a staging site to build and transfer once they have their hosting setup 01:26:41 Naz: My top 3 are: Their branding, copy, and their legalities (I encountered one too many people who does not have any legalities...). I provide little guide videos on how to upload it into the hub 01:26:42 Karen Zamora: I like to teach clients about Nordpass haha 01:26:45 Drew | WTH Design Studio: That's a good idea too! 01:26:47 Sharon Hobson: I am thinking videos for everything. If you do them correctly and add them to YouTube they could work as marketing as well. 01:26:47 Andrea Lacasse: So I can build a live site that functions, I own it, and once they have their hosting I move it all over to theirs 01:26:50 Ericka Glorious Moore - the story of [e].: I do, but still go and customize it. 01:26:52 Petr Zajkas: Replying to "Ensure people FOLLOW..." Is there any good chat GPT prompts you guys d like to share 01:26:56 maglevstudios.nz: Replying to "Ensure people FOLLOW the copy guide AND.. the word count...lol" Bailey's content workbook is AMAZING 01:27:01 Jack Simon: Replying to "I setup a staging si..." I like doing this too 01:27:02 Leonor Jimenez-Ethier: Reacted to "@Andrea Lacasse yep!" with ❤️ 01:27:06 Petr Zajkas: Replying to "Ensure people FOLLOW..." @Bailey Collins thank you x 01:27:08 maglevstudios.nz: Replying to "Ensure people FOLLOW the copy guide AND.. the word count...lol" I rebranded it for me, but it was soooo handy. 01:27:08 Emily Yong: 1. Copy → Templated google doc (ex. Sorted by pages) + recommended length for each 2. Photos → links to stock photo websites, photo guidelines doc? 3. Inspiration/direction → Example document, collage, photos, etc. 01:27:13 Denise van Abel: I need the copy of my client I now have writing explanation in the trelloboard but I am now making a Skill in Claude which they can also use to guide them Pictures - I should really make a guide (but never really thought about what I Always need because it depends on de design Probably a lot more. But wew the chat is busy 01:27:15 Klara Šimůnková: Replying to "So I can build a l..." yes, I do exactly this 01:27:20 SouL: Replying to "I have clients use t..." So cool! I built something similar in Lovable ^^ 01:27:21 Tamsin Hall: Replying to "My top 3 are: Their ..." That is a good one. Legalities 01:27:21 Britta Just: I usually design on one of my subdomains and give them access later ;) 01:27:25 Courtney Vickery | Declet Designs - Website & Strategy Studio: Reacted to "So cool! I built something similar in Lovable ^^" with ❤️ 01:27:26 .: Replying to "Do you guys use AI t..." No, I work with a copywriter and they can choose copy as an ad on 01:27:28 Alyssa Todd: Reacted to "I have clients use this site I built with claude to pick colors that actually work https://preview.decletdesigns.store/" with ❤️ 01:27:29 Jeff: Replying to "Do you guys use AI t..." Yes I do otherwise project won’t get done. But maybe I’ll add this as add-on in future. 01:27:29 Andrea Lacasse: Replying to "I usually design on ..." same 01:27:32 Emily Yong: does anyone have suggestions for how to section a copy and photo guidelines doc? 01:27:54 Mollye: Branding / Copy / Inspiration sites / Log ins 01:28:03 Petr Zajkas: Reacted to "does anyone have sug..." with 👍 01:28:13 Whitney Pride: Copy- content guide; images- folder for upload; website inso- doc to list them with instructions or pinterest 01:28:20 Ericka Glorious Moore - the story of [e].: Google Does 01:28:21 Naz: Şuna yanıt veriliyor: "My top 3 are: Thei..." I thought it was a given that people would have it but people never think it's important...I was so shocked 01:28:24 Petr Zajkas: Replying to "does anyone have sug..." Sure someone will share this with us 01:28:26 Liz Jimenez Agudelo - Handshake Marketing: Replying to "Do you guys use AI t..." I offer a master prompt for them to use on AI, and then I edit it to humanize it — this is an add-on service 01:28:29 Whitney Pride: I prefer having them give me access under their settings. So easy! 01:28:30 Sharon Hobson: I like to start on a staging site as well 01:28:32 Sara Comer: I have a link to my calendar but they can't see it until the mark other items complete 01:28:36 Petr Zajkas: Reacted to "My top 3 are: Their ..." with 👍 01:28:36 Andrea Lacasse: Ok this is the part where I struggle….when to know they are ready, when to send a link to book 01:28:44 Petr Zajkas: Reacted to "I prefer having them..." with ❤️ 01:28:46 Andrea Lacasse: Replying to "I have a link to my ..." Same and I need to work on my flows in Dubsado 01:28:52 Andrea Lacasse: Reacted to "I like to start on a staging site as well" with 👍🏼 01:28:56 Jamie: Reacted to "I have clients use this site I built with claude to pick colors that actually work https://preview.decletdesigns.store/" with ❤️ 01:29:07 Emily Yong: Reacted to "Sure someone will share this with us" with ❤️ 01:29:10 Whitney Pride: I don’t quite understand how to design somewhere else and then transfer it over to them… need to learn this part. Having access eliminates that process I guess. 01:29:11 Petr Zajkas: Replying to "Ok this is the part ..." Same 01:29:12 Andrea Lacasse: Is voxer ALWAYS free? 01:29:24 Andrea Lacasse: Replying to "I don’t quite unders..." Are you building on Wordpress? 01:29:26 Sara Comer: They can message me within my client portal. 01:29:42 maglevstudios.nz: Replying to "They can message me within my client portal." Do you use Dubsado? 01:29:56 Tamsin Hall: Can you share an example of what your trello boards look like? Would be amazing to see 01:30:05 emily | Yofie Creative: Replying to "Is voxer ALWAYS free..." There is a Pro version that allows things like editing or unsend, but otherwise, yes 01:30:08 Andrea Lacasse: Replying to "I don’t quite unders..." WP Vivid Backup & Migration plugin on WordPress is free and it’s what I use to transfer full sites 01:30:12 SouL: Yes voxers is free unless you upgrade 01:30:13 Petr Zajkas: Replying to "Can you share an exa..." That would be awesome 01:30:16 Sara Comer: Replying to "They can message me within my client portal." @maglevstudios.nz No. I built my own. I have everything in there and if I have a team work on things they can message the team but i can still see the messages. 01:30:18 Petr Zajkas: Reacted to "Can you share an exa..." with ❤️ 01:30:19 Andrea Lacasse: Reacted to "There is a Pro version that allows things like editing or unsend, but otherwise, yes" with 👍🏼 01:30:24 Leonor Jimenez-Ethier: Reacted to "Many hosting providers offer a collaborator feature that lets the host owner add you and others who will be working only our site. I always ask for admin access" with ❤️ 01:30:26 Andrea Lacasse: Reacted to "They can message me within my client portal." with 👍🏼 01:30:28 Naz: "Can you share an e..." adlı kişiye ❤️ ile tepki verdi 01:30:38 Leonor Jimenez-Ethier: Reacted to "I ask for my own login to avoid this" with 👍🏻 01:30:41 maglevstudios.nz: Replying to "I don’t quite understand how to design somewhere else and then transfer it over to them… need to learn this part. Having access eliminates that process I guess." Migration Guru!! It's insane, I did a migration last night, and it is like two clicks and it does itself. 01:30:41 Whitney Pride: Replying to "I don’t quite unders..." Yes Wordpress. So then do you need access to their Wordpress? Or do they upload their own files? 01:30:42 Leonor Jimenez-Ethier: Reacted to "Yes, collab functionality works well" with ❤️ 01:30:45 Sharon Hobson: Replying to "I don’t quite unders..." It’s great. That’a what I do too 01:30:59 Petr Zajkas: Replying to "Is voxer ALWAYS free..." Does the booking link in there sync with your main calendar or is it separate 01:31:00 Andrea Lacasse: Replying to "They can message me ..." I love that Dubsado keeps my emails inside the platform AND Google (I use Google Workspace) so I can reply from either and it stays inside the project 01:31:01 Klara Šimůnková: Reacted to "Can you share an e..." with ❤️ 01:31:04 Andrea Lacasse: Reacted to "Yes voxers is free unless you upgrade " with 👍🏼 01:31:05 maglevstudios.nz: Yess, asking for a Google Review! 01:31:15 Andrea Lacasse: Reviews help so much for local businesses! 01:31:16 Hollie: Replying to "Can you share an example of what your trello boards look like? Would be amazing to see" https://spark.thrivecart.com/0x0/user_assets%2FQMYKNWQM%2Fuploads%2Fimages%2Fthe-timeline-compression-framework-ad-graphic-1-4-1772828578.jpg 01:31:20 Jack Simon: Always gotta ask for reviews 01:31:24 Andrea Lacasse: Reacted to "Always gotta ask for reviews" with 👍🏼 01:31:30 maglevstudios.nz: Replying to "They can message me within my client portal." @Sara Comer That's so smart, I've been super impressed with what people are making for their systems. 01:31:31 Andrea Lacasse: Reacted to "Yess, asking for a Google Review!" with 👍🏼 01:31:32 Sara Comer: Yes. ask for reviews! 01:31:34 Petr Zajkas: Do your clients ever get overwhelmed seeing all 7 things in one place at once 01:31:40 Kyle Miller: https://trello.com/b/2Z2GkxXA/project-hub-template-plpc 01:32:58 Sara Comer: Replying to "They can message me within my client portal." Yea. its been nice having everything in one place 01:33:06 Andrea Lacasse: Are they sharing content inside Trello? Like photos, files, etc. 01:33:08 Petr Zajkas: I have to start with Trello it looks great tool. All in one place 01:33:16 Naz: Omg this looks so much simpler for a client to navigate 01:33:22 Petr Zajkas: No more emailing back and forth 01:33:27 Emily Yong: wooo first time seeing Trello that's awesome 01:33:32 Petr Zajkas: Almost none lol 01:33:34 Andrea Lacasse: I’ve always used Asana (used to use Trello but prefer Asana because of forms and things you can setup and great automations) 01:33:41 maglevstudios.nz: Replying to "They can message me within my client portal." I made a dash in my website for clients, but I can see how having a chat space will be so useful. 01:33:41 Drew | WTH Design Studio: what a helpful tool!! omg 01:33:44 Jack Simon: Reacted to "I offer a master pro..." with ❤️ 01:33:45 Klara Šimůnková: cool! 01:33:46 Jack Simon: Reacted to "Yes I do otherwise p..." with ❤️ 01:33:47 Drew | WTH Design Studio: thank you so much 01:33:50 Jack Simon: Reacted to "No, I work with a co..." with 👏 01:33:52 Andrea Lacasse: Asana is very similar to Trello - you can setup this Kanban view 01:33:52 Jack Simon: Reacted to "I do, but still go a..." with ❤️ 01:33:53 Petr Zajkas: Replying to "I’ve always used Asa..." Any good? Whats the pricing with Asana? 01:33:55 Emily Yong: Do you link out each section to a separate place for clients to do these activities or do clients put everything natively in Trello? 01:34:03 Kyle Miller: https://trello.com/b/2Z2GkxXA/project-hub-template-plpc 01:35:05 Andrea Lacasse: Replying to "I’ve always used Asa..." It has a free tier. Automations and forms are behind a paid sub 01:35:06 Petr Zajkas: Do you send this before or after the welcome email 01:35:15 Sharon Hobson: 15 minutes sounds good. I talk quickly 01:35:37 Karen Zamora: Replying to "Do you send this bef..." After 01:35:44 emily | Yofie Creative: Replying to "Are they sharing con..." @Andrea Lacasse That’s how I’ve done it when I’ve used Trello as a project hub 01:35:50 Mario Savard: What if they want to see examples of your previous ork? Add to hub? 01:35:50 Petr Zajkas: Replying to "I’ve always used Asa..." Thanks Andrea. Just have handful of clients at once so I'm searching the best option - free if possible 01:35:53 Petr Zajkas: Replying to "I’ve always used Asa..." x 01:35:59 Andrea Lacasse: Replying to "Are they sharing con..." Is there a file upload cap? 01:36:06 Sharon Hobson: Yes, you make sure everything is there. 01:36:10 Petr Zajkas: Replying to "Do you send this bef..." @Karen Zamora ok thank you x 01:36:15 Andrea Lacasse: Replying to "Are they sharing con..." Curious if you can upload a lot of images or docs 01:36:20 emily | Yofie Creative: Replying to "wooo first time seei..." @Emily Yong Your comments keep throwing me off because my maiden name starts with Yo too 01:36:30 Petr Zajkas: Reacted to "@Emily Yong Your com..." with 😂 01:36:34 Klara Šimůnková: Replying to "What if they want ..." they probably saw it on your website right? so I would just linked it just in case they want to go through it again 01:36:36 Tiegan Benson: Replying to "What if they want ..." you could put a link to your portfolio in the hub 01:36:48 Mollye: Replying to "Are they sharing content inside Trello? Like photos, files, etc." Seems like a google drive might be easier to collect assets with 01:36:49 Tiegan Benson: Reacted to "What if they want ..." with 👍 01:36:52 Tiegan Benson: Reacted to "they probably saw ..." with 👍 01:36:52 Petr Zajkas: Reacted to "Are they sharing con..." with 👍 01:37:01 Petr Zajkas: Replying to "Are they sharing con..." I love that 01:37:07 Sharon Hobson: Yeah, that’s my toughest thing…how to get visual inspiration from them. 01:37:17 Petr Zajkas: Reacted to "Yeah, that’s my toug..." with 👍 01:37:17 Ericka Glorious Moore - the story of [e].: Do subpages count with the total count for the website? 01:37:26 Cassandra Desrosiers: What do we do on the call if they start wanting more pages? 01:37:33 Andrea Lacasse: Replying to "Do subpages, count w..." I also want to know this... 01:37:41 Andrea Lacasse: Replying to "What do we do on the..." this 01:37:42 Cassandra Desrosiers: Reacted to "What do we do on the call if they start wanting more pages?" with 👍 01:37:54 Andrea Lacasse: What are we charging for page add ons? 01:38:00 Mario Savard: Replying to "What if they want to..." 👍 01:38:05 Petr Zajkas: Never overpromise on a call 01:38:09 Jack Simon: Replying to "Do subpages count wi..." Good question 01:38:19 Sharon Hobson: Replying to "Never overpromise on..." I have trouble with this 01:38:24 emily | Yofie Creative: Replying to "I’ve always used Asa..." @Petr Zajkas For free, you can make a whole toolbox: Trello for the hub, Fillout for forms, Zapier for most automations. But all in one tools are a bit smoother and professional looking 01:38:25 Andrea Lacasse: Replying to "Do subpages count wi..." I want to say yes 01:38:28 Cheryl Smith: Do you have the paid version of Trello? Seems like you would need it if each client has a board 01:38:34 Andrea Lacasse: Replying to "Do subpages count wi..." Scope creep can happen fast here 01:38:47 Petr Zajkas: Ths is basically the call where you either catch problems or inherit them 01:38:48 Jamie: Reacted to "https://trello.com/b/2Z2GkxXA/project-hub-template-plpc" with 👍 01:38:56 Peachez: Replying to "Do you have the paid version of Trello? Seems like you would need it if each client has a board" Right bc the free plan only allows 10 01:39:02 Andrea Lacasse: Reacted to "Thanks Andrea. Just have handful of clients at once so I'm searching the best option - free if possible" with 👍🏼 01:39:13 Whitney Pride: Replying to "I don’t quite unders..." Thank you guys! 01:39:17 Drew | WTH Design Studio: Yesss 01:39:23 Britta Just: Haha, missing reasons are a common issue. 01:39:25 Petr Zajkas: Mindreader - just called me out lol 01:39:39 Sharon Hobson: This is where I ran into the problem when someone wanted me to copy the entire site they shared. 01:39:45 Andrea Lacasse: Replying to "I’ve always used Asa..." @Petr Zajkas I love Asana for website updates because people can add to a board what they want and I can see it come in, do it, comment in there to let them know if it’s done or if I need more stuff, and then check it off once it’s complete. Makes it easy to bill for me also because I can see all the work. 01:39:48 Ericka Glorious Moore - the story of [e].: I’ve had clients that don’t know what they like. They trust me during the consultation, I pull out things they say and end up giving them something they love. 01:39:51 Petr Zajkas: Reacted to "This is where I ran ..." with 👍 01:40:15 Emily Yong: Replying to "wooo first time seeing Trello that's awesome" Haha no way!! Found my twin 01:40:15 Mollye: 100% 01:40:22 Peachez: Replying to "I don’t quite understand how to design somewhere else and then transfer it over to them… need to learn this part. Having access eliminates that process I guess." You build on your site then migrate to their with a migration plugin 01:40:23 Whitney Pride: Yes in my google doc I have instructions to list what they like and things they DON’T like. So helpful! Sometimes you have to explain what animations are… they often don’t even realize they are seeing this these things on websites they view. 01:40:28 Peachez: Reacted to "WP Vivid Backup & Migration plugin on WordPress is free and it’s what I use to transfer full sites" with 👍 01:40:31 Peachez: Reacted to "Migration Guru!! It's insane, I did a migration last night, and it is like two clicks and it does itself." with 👍 01:40:32 Klara Šimůnková: Reacted to "Yes in my google d..." with ❤️ 01:40:34 Andrea Lacasse: Replying to "I don’t quite unders..." @Whitney Pride Look up Wp Vivid and search on Youtube or read their docs. You do need access to their site and the site you are transferring but it’s pretty simple once you learn where to do things. 01:40:37 Naz: "Yes in my google d..." adlı kişiye ❤️ ile tepki verdi 01:40:48 Drew | WTH Design Studio: love love 01:40:58 Whitney Pride: Replying to "I don’t quite unders..." Awesome. Will do! Thank you thank you! 01:40:59 Ninoshka: Reacted to "Yes in my google d..." with ❤️ 01:41:06 Andrea Lacasse: Replying to "I don’t quite unders..." Basically you have both sites open, download the copy/zip of the one you want and then go to the one that needs that copy and you upload it. That’s the simple version of how it works 01:41:13 Petr Zajkas: Replying to "I’ve always used Asa..." @emily | Yofie Creative Thanks for that I tried Zapier once but it's been quite complicated to set a;ll the automations 01:41:18 Sharon Hobson: Why haven’t I been doing this? It makes such sense…ugh 01:41:19 Klara Šimůnková: Replying to "Yes in my google d..." this is great idea! 01:41:25 maglevstudios.nz: Reacted to "Yes in my google doc I have instructions to list what they like and things they DON’T like. So helpful! Sometimes you have to explain what animations are… they often don’t even realize they are seeing this these things on websites they view." with ❤️ 01:41:48 Andrea Lacasse: Replying to "I don’t quite unders..." Make sure you’re careful with overwriting databases so you don’t delete logins for the client 01:41:49 Karen Zamora: This is so cool! I have a lot of homework today haha 01:41:51 Naz: Şuna yanıt veriliyor: "Yes in my google d..." So big on asking things that they don't like, it was a game changer for me 01:41:52 Andrea Lacasse: Replying to "I don’t quite unders..." Speaking from experience haha 01:41:54 Naz: "This is so cool! I..." adlı kişiye ❤️ ile tepki verdi 01:41:58 Ninoshka: Reacted to "This is so cool! I..." with ❤️ 01:42:07 Petr Zajkas: Replying to "I’ve always used Asa..." @Andrea Lacasse Ok I'll look in to this as I need to build some solid flow. Spending way too much time on this each project and clients are also overwelmed I believe... I would lol 01:42:10 Tiegan Benson: Reacted to "This is so cool! I..." with ❤️ 01:42:13 Britta Just: Replying to "This is so cool! I have a lot of homework today haha" Same 😅 01:42:13 Vikram: I have lot to do as well, hahaha 01:42:18 Andrea Lacasse: What I’m learning from today is I need to put resources together and spend time in Dubsado setting up automations and flows. 01:42:20 .: Anyone using Notion for this? 01:42:20 Klara Šimůnková: Replying to "This is so cool! I..." same here :D 01:42:30 Whitney Pride: Reacted to "this is great idea!" with ❤️ 01:42:30 Ninoshka: Replying to "This is so cool! I..." Same 01:42:31 Sharon Hobson: Replying to "What I’m learning fr..." 100% agree 01:42:33 Whitney Pride: Reacted to "So big on asking things that they don't like, it was a game changer for me" with ❤️ 01:42:34 Naz: Şuna yanıt veriliyor: "Anyone using Notio..." Me! 01:42:35 Andrea Lacasse: Replying to "Anyone using Notion ..." I see sooo many designers using it and it feels too “open” for me to get down with it 01:42:44 Petr Zajkas: Replying to "This is so cool! I h..." More of us do have here haha 01:42:44 Ninoshka: This is amazing. There is so much clarity 01:42:49 Andrea Lacasse: Replying to "Anyone using Notion ..." Like the possibilities are end less and how easily it is to delete things bothers me. Maybe I’m using it wrong… 01:42:57 Whitney Pride: Replying to "I don’t quite unders..." Ooo good to know. I will keep that in mind. Thanks! 01:42:58 Andrea Lacasse: Reacted to "This is so cool! I have a lot of homework today haha" with ❤️ 01:43:03 Andrea Lacasse: Replying to "This is so cool! I h..." We sure do haha 01:43:06 Sharon Hobson: Yikes. This sounds big. 01:43:06 Andrea Lacasse: Reacted to "This is amazing. There is so much clarity" with 👍🏼 01:43:09 Mario Savard: What if they don’t care about the design? Ok for them to bypass this ? Give them a checkbox “Give creative liberty” 01:43:09 Petr Zajkas: Whaaaaat it's been an hour already???? 01:43:12 Kyle Miller: https://trello.com/b/2Z2GkxXA/project-hub-template-plpc Here is the template again incase anyone missed it! :) 01:43:13 Ericka Glorious Moore - the story of [e].: That was alot of information today. Definitely need to review today’s session. Good info though. :) 01:43:13 maglevstudios.nz: Replying to "Yikes. This sounds big." You've got this 01:43:15 Abby G: Is anyone using 17Hats? 01:43:21 .: Replying to "Anyone using Notion ..." @Naz How is it working for you? 01:43:22 Petr Zajkas: Replying to "Is anyone using 17Ha..." Josh 01:43:22 Klara Šimůnková: Reacted to "https://trello.com..." with ❤️ 01:43:24 Mollye: Replying to "Is anyone using 17Hats?" Oh I heard of that one too 01:43:28 Kristin Kniss: Aggh that’s scary. Yes, I’ll complicate it lol 01:43:28 Sara Comer: Got it! Gonna update mine! 01:43:36 emily | Yofie Creative: Replying to "Anyone using Notion ..." @Andrea Lacasse It gives me hives 01:43:42 Petr Zajkas: Love it 01:43:44 Andrea Lacasse: Replying to "What if they don’t c..." I personally always want the client to approve some creative because without their approval, you can invite scope creep 01:43:48 SouL: I'm using NinjaPipe 01:43:48 Sharon Hobson: Yay! 01:43:49 maglevstudios.nz: Not gonna lie, will be going back to bed after this, but I'll definitely be watching the replay, lol 01:43:53 Andrea Lacasse: What a great chat today! 01:43:55 emily | Yofie Creative: Replying to "What if they don’t c..." @Andrea Lacasse YUP 01:43:55 Naz: Şuna yanıt veriliyor: "Anyone using Notio..." At first I struggled so much because it is definetlely much harder to grasp but once I did I made my perfect hub 01:43:57 .: Replying to "Anyone using Notion ..." @Andrea Lacasse Yeah, I use it for my business and really like it, but haven’t used it with clients 01:44:03 Andrea Lacasse: WOOOOO 01:44:06 Karen Zamora: What’s the difference between your paid trello board with the template here 01:44:06 SouL: Giphy [ID:StRUIQttj1ewZVYZH2] [Full message cannot be displayed on this version] 01:44:07 Jamie: Reacted to "WOOOOO" with ❤️ 01:44:08 Drew | WTH Design Studio: Wahooo! great job Andrea! 01:44:08 Sharon Hobson: It sure is! Go Andrea! 01:44:09 Angela Rolnick: Replying to "WOOOOO" congratulations 01:44:11 Clinton Cohen III: Reacted to "What a great chat ..." with 👍 01:44:11 Andrea Lacasse: MY FINGERS 01:44:12 emily | Yofie Creative: Congrats @Andrea Lacasse 01:44:14 Anna McMillan: GREAT JOB ANDREA!!!! 🥳 01:44:15 Ericka Glorious Moore - the story of [e].: Reacted to "WOOOOO" with ❤️ 01:44:17 Drew | WTH Design Studio: Reacted to "WOOOOO" with ❤️ 01:44:18 Hailey Campbell: Reacted to "WOOOOO" with ❤️ 01:44:19 maglevstudios.nz: Reacted to "MY FINGERS" with 😂 01:44:22 Amy Bortmes: Reacted to "MY FINGERS" with 😂 01:44:23 Hailey Campbell: Reacted to "MY FINGERS" with 😂 01:44:27 .: Reacted to "WOOOOO" with ❤️ 01:44:27 Petr Zajkas: Great Jooob x Congratulations 01:44:28 Rachel Blouin: Reacted to "MY FINGERS" with 😂 01:44:29 Clinton Cohen III: Congrats Andrea!!!! 01:44:33 Bastian: Crushed it Andrea 01:44:34 Naz: Şuna yanıt veriliyor: "Anyone using Notio..." It can also be harder for clients too so the first thing I have is a big link to training videos at the very start of the hub 01:44:41 Whitney Pride: Shared Google Drive has been pretty easy for me so far. Everyone has gmail so it makes it easy for them too. No new accounts or anything needed. I have a document for a progress tracker. 01:44:43 Andrea Lacasse: Reacted to "@Andrea Lacasse It gives me hives" with 😂 01:44:52 .: Reacted to "Shared Google Drive ..." with 👍 01:44:53 Jack Simon: Replying to "Shared Google Drive ..." That’s what I do 01:44:59 Hailey Campbell: Is pattern identification the reason you can build websites so quickly in a day? Or do you use templates or sections you’ve pre-created at all? 01:45:01 Whitney Pride: Reacted to "That’s what I do" with 👍 01:45:02 Kyle Miller: https://honeywavecreative.thrivecart.com/project-hub-template/ 01:45:02 Sharon Hobson: Link please 01:45:35 Andrea Lacasse: @Bailey Collins what was the email to get the hub for today? 01:45:36 Karen Zamora: Reacted to "https://honeywavecreative.thrivecart.com/project-hub-template/" with ❤️ 01:45:42 maglevstudios.nz: Replying to "Is pattern identification the reason you can build websites so quickly in a day? Or do you use templates or sections you’ve pre-created at all?" Have a look at Bailey's Content Workbook 01:45:49 Oswaldo Mendoza (Oz): I might have missed this but how long does the prep call usually take? 01:45:50 Vikram: Today is just day 2 and I feel there is already lot to prepare myself. 01:45:54 Sharon Hobson: I’m buying that. It will save so much work. 01:46:00 Andrea Lacasse: Reacted to "Congrats Andrea!!!!" with ❤️ 01:46:02 Andrea Lacasse: Reacted to "Crushed it Andrea" with ❤️ 01:46:04 Andrea Lacasse: Reacted to "Great Jooob x Congratulations" with ❤️ 01:46:06 Ericka Glorious Moore - the story of [e].: What platform do you use to create your website? 01:46:06 Andrea Lacasse: Reacted to "GREAT JOB ANDREA!!!! 🥳" with ❤️ 01:46:08 Anna McMillan: Replying to "@Bailey Collins what..." honey@honeywavecreative.com 01:46:10 Andrea Lacasse: Reacted to "Congrats @Andrea Lacasse" with ❤️ 01:46:14 Whitney Pride: I’ve been following you Bailey so I’ve been setting up some of this for a while now. You’re awesome! 01:46:15 Andrea Lacasse: Reacted to "congratulations" with ❤️ 01:46:19 Andrea Lacasse: Replying to "WOOOOO" Thank you! 01:46:20 Bastian: Oh yes Boundaries! 01:46:22 Ericka Glorious Moore - the story of [e].: Reacted to "Today is just day 2 and I feel there is already lot to prepare myself." with 👍🏽 01:46:23 maglevstudios.nz: Reacted to "I’m buying that. It will save so much work." with ❤️ 01:46:25 Jack Simon: This might be a dumb question but do we talk about getting more clients later in the week in this process challenge? 01:46:26 Hollie: Replying to "I might have missed this but how long does the prep call usually take?" She said it used to take her 30 minutes, now it takes her 15. 01:46:30 Andrea Lacasse: Replying to "@Bailey Collins what..." @Anna McMillan thank you Anna! 01:46:36 Oswaldo Mendoza (Oz): Replying to "I might have missed ..." Ok thank you. 01:46:40 Anna McMillan: Replying to "@Bailey Collins what..." You are so welcome!! Congrats again!!! :) 01:46:42 Cassandra Desrosiers: Can you drop the Content Workbook. I think I may need that! 01:47:10 Petr Zajkas: 30 min ideal length 01:47:11 Bastian: Do you do Prep Calls before the clients fills in the information? What if they feel overwhlemed even with the help of the ressources? 01:47:27 Kyle Miller: https://www.facebook.com/share/g/1D12ujoYi4/ 01:47:32 Anna McMillan: Reacted to "https://www.facebook.com/share/g/1D12ujoYi4/" with ❤️ 01:47:36 SouL: The workbook is in the content hub I can grab the link 01:47:37 emily | Yofie Creative: Replying to "Anyone using Notion ..." @Andrea Lacasse Lisa Williams at the designer HQ walks through her Notion systemization in a course if that might be helpful to you https://thedesignerstudiohq.com 01:47:42 Whitney Pride: So you don’t think a discovery call is necessary before a client books to make sure you’re a good fit for each other? 01:47:43 maglevstudios.nz: Replying to "Can you drop the Content Workbook. I think I may need that!" There's a commercial license version, and my clients love it! I did rebrand it for my branding, but its amazing. 01:47:43 Kyle Miller: https://docs.google.com/document/d/1rE4YSm-mqSoSIpuZifHD-Yn-DDoT8sa7pRKsK59E248/copy 01:47:47 Petr Zajkas: Thank you x 01:47:48 Cassandra Desrosiers: Do you do domain setup for clients as part of your design day? 01:47:50 Drew | WTH Design Studio: omg that would be so great! 01:47:54 Tiegan Benson: Replying to "https://www.facebo..." thanks Kyle!, sorry Bailey I meant that message was for the group 01:48:00 Hailey Campbell: Since you use voxer, do you not use feedback forms? Are you easily able to track feedback and visual revisions with voxer? 01:48:01 Tiegan Benson: Reacted to "https://www.facebo..." with ❤️ 01:48:01 maglevstudios.nz: IT"S SO GOOD 01:48:13 Anna McMillan: Reacted to "IT"S SO GOOD" with ❤️ 01:48:16 Andrea Lacasse: Reacted to "You are so welcome!! Congrats again!!! :)" with ❤️ 01:48:18 Jeremiah Lloyd: How often do you check in with them after they're onboarded even if they aren't active in trello? 01:48:22 Andrea Lacasse: Replying to "@Bailey Collins what..." @Anna McMillan just emailed! 01:48:22 Drew | WTH Design Studio: thank you thank you so much for this!!! 01:48:23 Naz: The content workbook is to die for!!! 01:48:26 Kyle Miller: If anyone wants to upgrade to VIP, here is the link! https://honeywavecreative.thrivecart.com/vip-ticket-add-on/ 01:48:30 Vikram: This is all great, thank you very much. 01:48:30 maglevstudios.nz: Byyyeeee ZZzzzzzz 01:48:38 Howard Jones: Bailey, how much coffee do you drink??? 01:48:41 Sharon Hobson: This has been soooooooo amazing. 01:48:46 Andrea Lacasse: Reacted to "This has been soooooooo amazing." with 👍🏼 01:48:49 Reed Steinmetz: Reacted to "Bailey, how much coffee do you drink???" with 👍 01:48:50 maglevstudios.nz: Reacted to "Bailey, how much coffee do you drink???" with 😂 01:48:52 Bastian: So gooood 01:48:52 Karen Zamora: 3am here… going back to sleep 01:48:53 Karen Zamora: hhaahah 01:48:54 Tamsin Hall: Thank youj 01:48:54 Andrea Lacasse: Thank you! 01:48:59 Bastian: bye guuuuys!! 01:48:59 maglevstudios.nz: Reacted to "3am here… going back to sleep" with ❤️ 01:48:59 Drew | WTH Design Studio: bye!! see ya tomorrow! 01:49:00 Sharon Hobson: Thanks so much 01:49:02 Jeff: Thanks