Currently accepting founding clients at a reduced rate / Currently accepting founding clients at a reduced rate / Currently accepting founding clients at a reduced rate / Currently accepting founding clients at a reduced rate
You are good at what you do. You have results. Testimonials. A reputation built on work that delivers. But something keeps getting in the way.
You still find yourself justifying your pricing. Watching competitors with weaker portfolios get booked out. Sending your website link and hoping no one looks too closely. Following up manually from memory. Onboarding clients inconsistently because nothing is automated.
Here is what is actually happening.
Your brand doesn't match your business
Your work has evolved. Your positioning hasn't. You're charging premium rates with a brand that still feels like year one. Potential clients can't see the value before the call, so you're spending every discovery call convincing them instead of consulting.
Your backend is running on you.
If your onboarding lives in your head, you don't have a business, you have a job. Manual follow-ups. Inconsistent client experiences. Leads slipping through because nothing is automated.
You've tried to fix this in pieces.
One person for branding. Another for the website. Someone else for the CRM. Nothing feels cohesive because no one stepped back to see the full picture. They fixed how it looks. Not how it works
THE REALITY
You've Outgrown Your Brand And Your Backend System.
- Brand strategy and positioning
- Ideal client research and competitive analysis
- Messaging framework and brand voice
- Visual direction and creative brief
- Brand identity: primary logo and variations, color palette, typography suite, brand pattern
- Brand style guide with usage guidelines
- Brand Strategy Guide: your north star document for every marketing decision going forward
Everything that defines who your brand is before anything is designed.
What's Included
- Custom Wix or Showit website up to five pages, desktop and mobile optimized
- Conversion-focused layout and SEO foundation
- Professional website copywriting for all pages
- Curated stock photography selected for your brand
- Two Brand Expansion Kits of your choice
- Website training walkthrough
- 30 days of post-launch support
Everything your clients see when they find you.
- Complete HoneyBook or Dubsado setup
- Custom workflows for every service you offer
- Branded proposal and contract templates
- Questionnaires, intake forms, and feedback forms
- Payment plans and automated invoice reminders
- Meeting schedulers with automated reminder sequences
- Custom email sequences from first inquiry through offboarding
- Branded client portal
Everything that runs your business once the brand starts working.
- Website and systems walkthrough and training videos
- All brand asset files in every necessary format
- 30 days of post-launch support via Change Request Form
- Optional 30-minute check-in at day 14
Going live is only the beginning. You receive:
$8,500 full rate
$4,750 founding client rate, limited to 3 to 4 clients
The founding rate is a strategic exchange. You receive the full service at a reduced investment. We build portfolio work and case studies. Both sides benefit.
The Details
What's Included
One month from Strategy Call to launch
What's Included
- 50/50 - 2 equal monthly payments
- 40/30/30 - 3 monthly payments
- 25/25/25/25 - 4 monthly payments
What's Included
The Legacy Brand system
Your brand filters clients in. Your backend closes them. This is the only offer that builds both from the same strategic foundation, by one person, in one focused month.
Most designers hand you a logo and disappear. Most systems consultants build your CRM without ever touching your brand. So you end up managing three vendors, hoping it feels cohesive. It rarely does.
Not two services bundled. One transformation delivered as an integrated system.
Brand Strategy +
Custom Website +
Complete CRM Automation =
Delivered in One Month
Your brand is the promise. Your systems help keep it.
You're constrained to 12+ projects annually, leaving significant revenue unrealized and experiencing exhaustion that makes you question whether continuing this business serves you. Without operational systems, even the best brand positioning can't save you from burnout.
You've Been Making It Harder Than It Needs
To Be
Complete HoneyBook or Dubsado build, workflows, automations, email sequences, branded templates, and client portal. Everything that runs your business once the right clients start showing up.
CRM System VIP Weekend
Brand strategy, identity, custom website, copywriting, and photography. Everything your clients see when they find you.
Design Month Intensive
- Brand Strategy and Positioning
- Brand Identity Design
- Custom Squarespace or Showit website, up to five pages
- Professional website copywriting
- Curated stock photography
- Two Brand Expansion Kits of your choice
- Website training and 30 days post-launch support
Complete HoneyBook or Dubsado build, workflows, automations, email sequences, branded templates, and client portal. Everything that runs your business once the right clients start showing up.
CRM System VIP Weekend
Brand strategy, identity, custom website, copywriting, and photography. Everything your clients see when they find you.
Design Month Intensive
what's included
- $6,500 full rate
- $3,250 founding client rate
Timeline:
One month from Strategy Call to launch
Payment Plans:
- 50/50 - two monthly payments
- 40/30/30 - three monthly payments
Complete HoneyBook or Dubsado build, workflows, automations, email sequences, branded templates, and client portal. Everything that runs your business once the right clients start showing up.
CRM System VIP Weekend
Brand strategy, identity, custom website, copywriting, and photography. Everything your clients see when they find you.
Design Month Intensive
- Complete workflow mapping and strategy session
- Custom workflows for each service
- Branded proposal and contract templates
- Questionnaires, intake forms, and feedback forms
- Payment plans and automated reminders
- Meeting schedulers with reminder sequences
- Custom automated email sequences
- Branded client portal
- Full Workflow Review recording and tutorial vault
- 30 days of post-build support
Complete HoneyBook or Dubsado build, workflows, automations, email sequences, branded templates, and client portal. Everything that runs your business once the right clients start showing up.
CRM System VIP Weekend
Brand strategy, identity, custom website, copywriting, and photography. Everything your clients see when they find you.
Design Month Intensive
what's included
- $3,500 standalone
- $2,500 founding client rate
Timeline:
Three weeks from Workflow Mapping Call to launch
Payment Plans:
- 50/50 - two monthly payments
- 40/30/30 - three monthly payments
Complete HoneyBook or Dubsado build, workflows, automations, email sequences, branded templates, and client portal. Everything that runs your business once the right clients start showing up.
CRM System VIP Weekend
Brand strategy, identity, custom website, copywriting, and photography. Everything your clients see when they find you.
Design Month Intensive
Jasmine S.
Jasmine S. Photography
"A Client Booked Me From My Response Time and the Overall Look Alone."
I've already been told that clients have never received such a detailed and professional proposal from a photographer. The client said if I'm doing this before they even pay, they already know their experience is going to be amazing.
LISA R.
Corporate Side Hustler
"Seriously so happy with how things turned out and my overall experience."
If you're looking to automate your business and have someone who is truly knowledgeable about what to include and what to leave out, this is it. Just this week alone, after implementing everything, I've had 2 new inquiries come through the smart files.
DEARONDA
June First Firm
"Kelli Made Sure to Understand My Business Before Building a Single Thing."
Kelli was so organized and put my mind at ease about how everything would come together. The templates she provided made my life easier. At the end of the day, you'll have everything you need for a seamless lead and client experience that makes your business look and feel completely professional.
LISA R.
Corporate Side Hustler
"Seriously so happy with how things turned out and my overall experience."
If you're looking to automate your business and have someone who is truly knowledgeable about what to include and what to leave out, this is it. Just this week alone after implementing everything, I've had 2 new inquiries come through the smart files.
Jasmine S.
jasmine smith photography
"A Client Booked Me From My Response Time and the Overall Look Alone."
I've already been told that clients have never received such a detailed and professional proposal from a photographer. The client said if I'm doing this before they even pay, they already know their experience is going to be amazing.
Prep
You receive two questionnaires, one for your brand and one for your systems. Neither depends on the other, so you work through both at the same time. Meanwhile, Kelli researches your business, your competitors, and your industry, and begins drafting both your brand strategy and your Workflow Map before you've ever gotten on a call together.
By your start date, the foundation for both your brand and your backend already exists. The calls don't build it. They finalize it.
Your time:
legacy brand system
Day 1 is your Strategy Call. Kelli walks you through the brand strategy she built during Prep. You react, refine, and select a creative direction before the call ends. Day 3 or 4 is your Workflow Mapping Call. Kelli presents the draft Workflow Map for your CRM. You confirm every step and lock the full build plan before that call ends.
By the end of Week 1, both your brand and your backend are in motion.
Your time:
legacy brand system
Brand identity, website, copy, photography, and your complete CRM are all built simultaneously from the same strategic foundation. One person. One month. Nothing handed off between vendors, nothing waiting on anything else.
You show up for two structured review checkpoints. We handle the rest.
Your time:
Your time:
You receive your complete brand system, a website training walkthrough, and a full Workflow Review recording showing exactly how your CRM works. For 30 days, both sides of your project are covered. Submit adjustments anytime through the Change Request Form, and an optional 30-minute check-in is available at Day 14.
legacy brand system
Protect
Produce
Prep
Plan
One Process. Four Phases. Everything Handled.
legacy brand system
This is not for you if:
We're a good fit if:
Frequently Asked Questions
If you are unsure which platform is right for you, we will discuss it during your consultation and choose the best fit for your business model.
You will review and approve everything before it goes live, but you do not need to write a single word.
Founding clients receive the exact same service, process, and deliverables as full-rate clients. The only difference is investment. Once those spots are filled, pricing moves to full rate.
It also pairs naturally with the Legacy Brand Intensive if you want your frontend and backend built together.
We start with a full audit. We identify what is working, what can be refined, and what needs to be rebuilt properly. You do not need to start from scratch, but by the end of the process your CRM will feel intentional and streamlined.
