+ THE INDEX

The Client
Welcome Guide

Welcome to your official [Brand Name] client portal! Here's what to expect, the links you'll need, and our best tips  to get the most out of your project / this course / collaboration.

YOUR                     BRAND

T

Welcome to  [Your Brand]

We're so glad you're here. This page is your central hub for everything you need to know about your upcoming session / this course / whatever it is you're using it to onboard clients to. 

We've put together all the important details, timelines, and tips to make sure your experience is smooth, fun, and results in [their desired outcome,] .Take a few minutes to review everything below, and don't hesitate to reach out if you have any questions.

 We're here to make this as easy and enjoyable as possible for you. (Optional: include a short welcome video from you instead of the image at left.)

xo, Sofia

the
NEXT STEPS

Here's what's next on our list, plus a timeline overview. (Add as many sections as you need here.)

01

/   Before Your Session

This step title could obviously be any first step. Describe what they need to do / know here.  Aperture ipsum dolor sit amet, consectetur bokeh elite. Golden hour magnificat turnaround time, sed do eiusmod brand guidelines.

+ link if needed

+ ANOTHER LINK

02

/  Step Two

This step title could obviously be any second step. Describe what they need to do / know here.  Aperture ipsum dolor sit amet, consectetur bokeh elite. Golden hour magnificat turnaround time, sed do eiusmod brand guidelines.

+ link if needed

+ ANOTHER LINK

03

/   Step Three

Need another step? Just copy and paste as many times as you need to. Describe what they need to do / know here.  Aperture ipsum dolor sit amet, consectetur bokeh elite. Golden hour magnificat turnaround time, sed do eiusmod brand guidelines.

+ link if needed

+ ANOTHER LINK

NEED to KNOW

COMMUNICATION
GUIDELINES

We're typically respond to emails within 2 business days (Monday-Thursday, 10am-6pm EST). For urgent inquiries, you can also call us at [Your Phone Number].

OFFICE HOURS

PAYMENT SCHEDULE

Before we make anything pretty, we make it purposeful. This is where we dig into your brand, goals, and vision—what makes you tick, what makes your audience care, and what sets you.

STUDIO POLICIES /
REVISIONS

Before we make anything pretty, we make it purposeful. This is where we dig into your brand, goals, and vision—what makes you tick, what makes your audience care, and what sets you.

Contact Us →

Monday.— Thursday, 9am ET - 5pm ET

OFFICE HOURS

Put your information here. 

TEXT POLICY / WEEKENDS

“It's rare to find a creative whose process is as beautifully designed as their product.

— JEn OLMSTEAD

the TIMELINE

KICKOFF

Describe this step and a little bit about it right here.

Discovery

Describe this step and a little bit about it right here.

design/build

Describe this step and a little bit about it right here.

refine/updates

Describe this step and a little bit about it right here.

delivery

Describe this step and a little bit about it right here.

another step

Describe this step and a little bit about it right here.

final steps

Describe this step and a little bit about it right here.

Though timelines shift with deliverables and other factors, this is an overview of our typical process and timeline so you know what to expect. (Don't need a timeline? Just hide this section.)

the next step

Describe this step and a little bit about it right here.

Use this section to describe additional upsell options or to outline any part of the process you'd like to highlight further. Give enough information, then let them know to contact you for further information. 

+ THIS PARTICULAR OPTION
+ THIS ADDITIONAL OFFER
+ ANOTHER GREAT OFFER

Additional
Services

This is a free section. Highlight a part of your process, talk about album design if you're a photographer, mention your policy about future updates or future work or the course they could take next. Whatever might be helpful! 

Future Work / Next Steps

for Best Results

Use this section to outline best practices to achieve your reader's desired outcome. It could also be a packing list of "what to bring" or some guidelines for a course or photography session. 

Bring this thing right here

Here’s some text about it that may take up one line or maybe two but probably three, max. It’ll be great. You’ll see. 

Consider this thing right here.

Here’s some text about it that may take up one line or maybe two but probably three, max. It’ll be great. You’ll see. 

Bring this thing right here

Here’s some text about it that may take up one line or maybe two but probably three, max. It’ll be great. You’ll see. 

Don't do this thing right here

Here’s some text about it that may take up one line or maybe two but probably three, max. It’ll be great. You’ll see. 

Do this thing right here

Here’s some text about it that may take up one line or maybe two but probably three, max. It’ll be great. You’ll see. 

Specific Service / Phase of the Process

DISCOVER

Here's an opportunity to write more long form content about a specific service or break down other aspects of your business. You could also use this section to walk through an aspect of your process or guide your client through a specific topic. 

Here’s some text about it that may take up one line or maybe two but probably three, max. It’ll be great. 

IMPORTANT INFO OR LINK HERE

IMPORTANT INFO OR LINK HERE

Specific Service / Phase of the Process

DISCOVER

Here's an opportunity to write more long form content about a specific service or break down other aspects of your business. You could also use this section to walk through an aspect of your process or guide your client through a specific topic. 

Here’s some text about it that may take up one line or maybe two but probably three, max. It’ll be great. 

IMPORTANT INFO OR LINK HERE

IMPORTANT INFO OR LINK HERE

Specific Service / Phase of the Process

DISCOVER

Here's an opportunity to write more long form content about a specific service or break down other aspects of your business. You could also use this section to walk through an aspect of your process or guide your client through a specific topic. 

Here’s some text about it that may take up one line or maybe two but probably three, max. It’ll be great. 

IMPORTANT INFO OR LINK HERE

IMPORTANT INFO OR LINK HERE

Favorite Resources / Vendors

Resource / Vendor 

include a bit about this resource or vendor here. Your personal recommendation, what you like about them, a description, etc.

Resource / Vendor 

include a bit about this resource or vendor here. Your personal recommendation, what you like about them, a description, etc.

Resource / Vendor 

include a bit about this resource or vendor here. Your personal recommendation, what you like about them, a description, etc.

Resource / Vendor 

include a bit about this resource or vendor here. Your personal recommendation, what you like about them, a description, etc.

Resource / Vendor 

include a bit about this resource or vendor here. Your personal recommendation, what you like about them, a description, etc.

“Sofia and her team executed our vision to the very letter. We were truly blown away.

- Kim Level, Social Studies

Can't find an answer? Get in touch!

Frequently
Asked Questions

Glad you asked. Every project starts with a deep dive into your brand, vision, and goals. Then, I map out a clear strategy, present concepts, refine based on your feedback, and deliver something that makes you want to pop champagne. It’s a mix of structure and creative magic—trust the process.

That’s exactly why I present multiple options. If something feels off, we pinpoint why, refine what’s working, and pivot as needed. Design is a process, not a one-and-done situation. And if you’re worried, remember—you hired me for a reason. Let’s trust the work.

I’m here for the long haul. Whether it’s new brand assets, an updated website, or more photos down the line, I love working with clients over time to keep things evolving. Once we’ve worked together, you’ve got a creative partner in your corner.

Perfect. That’s why I’m here. My job is to help you figure it out, refine the vision, and bring it to life in a way that feels unmistakably you. You don’t need a full blueprint—just a willingness to explore ideas.

Depends on the scope, but I’ll give you a clear timeline up front so you always know what’s next. Need it yesterday? I can accommodate rush projects for an additional fee—because magic takes time, but miracles cost extra.

Absolutely. This is a collaboration, not a dictatorship. I want your thoughts, ideas, and feedback—but also know that I’ll guide you toward the best creative choices. (And gently but firmly steer you away from Comic Sans.)

Easy. A deposit secures your spot, and the remaining balance is split into payments based on the project timeline. No surprises, no confusion—just a clear breakdown of what’s due and when.

Ask away! Shoot me an email, send a carrier pigeon. message me. I want you to feel completely confident in this process, so no question is silly.

THANK YOU

Include a final note of thanks and a bit of information about what to do if they have further questions.

[email protected]
yourdomain.com

xo, Sofia