Uplevel Your Design Business

Systems and Processes for a Business That Scales

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Uplevel Your Design Business is my step-by-step process for onboarding clients and taking them through my design process. You can swipe my complete workflow, from intake forms to project and email templates. With the right systems and processes in place you can easily maximize your time, so you can actually enjoy the freedom of being an entrepreneur, while serving more clients and doubling your income.

After I started my own business, I quickly found out that while I was a solid designer, working with clients without the constructs of my former employer represented freedom and challenges. I could work the way I wanted to, but I had to figure out what that would look like. I also had to learn systems and processes for the business side of design.

It took time, and trial and error, to figure out what worked best for me. My systems and processes are something that I have constantly perfected as I needed to grow my business while also raising a family. They are the foundation of a successful business.

I know that good systems and process:

Improve your work and communication with clients

Allow you to work efficiently so you can enjoy being an entrepreneur

Boost your confidence as a designer and business owner

Allow you to grow and scale.

This course is meant to give you a starting point, so you skip some of the trial and error, and start from a place where you can perfect my systems and process to be your own.

I show you how to create a system for onboarding clients from that first consultation call to delivering their homework. Then, I give you my process for setting up projects and creating brands. Lastly, I tell you how I close projects and get referrals.

A solid onboarding system means no more spending hours onboarding clients because you are crafting emails and quotes, and then spiraling somewhere in the middle wondering if you are even good enough to land this job.

It means communicating so clearly with your clients that they trust you, feel like they are part of the process, and rave about working with you.

It means you can easily take on more clients to scale your business without working weekends.

A solid design process means giving clients brands they love without 14 different logo versions and a lot of long nights.

It means creating great work while staying in your timeline, and allowing you to serve more clients.

It means confidently knowing your clients will love your work and charging what you are worth.


Acuity Consultation call sign up and intake form template

4 onboarding email templates

Quote Template

Asana workflow template

5 Design presentation templates

Mood Board Template

Branding Workbook

Inside tips and trick about how I run my business

A 30-minute one-on-one call to answer any questions you may have about your design business.

Special Bonus: December 3 we will have an online meetup via Zoom to go over any questions you may have and give you the chance to meet and learn from other designers. Can’t make it? No problem! The call will be recorded and I will email the link to you. You can ask questions inside of the course and I will answer these inside of teachable or on the Zoom call.

Your Instructor

Shana Dewitt
Shana Dewitt

I have been creating brands, strategies, and websites for over 14 years! I have worked with everyone from small makers to international fortune 500 companies. I use my experience to teach at places like the University of Tennessee, write for publications like The Rising Tide, talk about entrepreneurship on the Be Heard Podcast, and coach clients one-on-one.

I have spent the last 6 years building my own business and helping other entrepreneurs build their dream business. I know from my own experience scaling my business as a solopreneur, and trying to balance this while also have little kids at home all day, that having solid systems and processes are the key.

I hope you love this course and you are excited about making your entrepreneurial dreams come true!

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!