What Does the Process of Working with Me Look Like?

If you’re a health and wellness professional looking to strengthen your online presence—whether through a new website, refreshed branding, or marketing strategy—I’m here to help. Here’s a look at what it’s like to work together, from the first conversation to final delivery (and beyond).

Consultation

We’ll start with a consultation (usually over Google Meet) to get to know each other and see if we’re a good fit. I’ll ask about your business, your goals, and what’s currently feeling stuck. You may even leave the call with a few small ideas you can implement on your own right away.

Proposal

After the consultation, I’ll send a detailed proposal outlining the scope of work, pricing, timeline, and next steps. This gives us a clear plan to follow—and makes sure we’re aligned before we dive in. Once you sign the proposal, we’ll move into onboarding.

Onboarding

Once the proposal is accepted, I’ll send an invoice for the first 50% of the project cost, a welcome guide with an overview of what to expect, and access to your client portal. You’ll also complete a questionnaire to help me understand your business, your clients, and your unique approach. This stage often includes research and moodboards to make sure we’re heading in the right direction. The clearer we get here, the smoother the rest of the process will be.

Creation

This is where everything starts to take shape. I’ll focus on creating something that feels true to you and helps your clients feel confident reaching out.

During this stage, communication shifts a bit. There may be fewer emails, but I’m working steadily behind the scenes. You can expect email responses within 1–2 business days, and we’ll schedule regular check-ins to make sure everything stays on track. Any static documents I send will be added to your client portal. If we need a collaborative document, I’ll set it up in Google Drive.

(If we’re doing a One Day Intensive, we may need to use a different communication approach to make sure we’re in sync throughout the day. We’ll chat about what platform will work best for you so we can keep everything moving quickly and smoothly.)

Delivery, Education, and Support

Once the final designs are approved, I’ll provide everything you need for a smooth handoff—whether that’s launching your website or delivering brand files. If we’ve worked on branding, you’ll receive a style guide that outlines how to use your new visual identity consistently and confidently.

I’ll also make sure you know how to get the most out of your new website or brand—whether that’s through a walkthrough, tutorial videos, or a simple guide tailored to your project.

After your project is complete, I’m still here as a resource. If you have a quick question, need clarification, or want to discuss ideas for future updates, you’re always welcome to reach out. For more involved support—like troubleshooting, edits, or new projects—we can explore next steps or schedule a follow-up project as needed.

If you’re ready to explore working together, I’d love to learn more about your business. Start by filling out this form, and I’ll be in touch to schedule a free consultation so we can see if it feels like the right fit.