You’ve crafted brands, websites, and visuals that speak volumes. Now it’s time for your client process to match that same level of clarity, ease, and impact. WillowSpace brings your design business into alignment — from inquiry to offboarding — with tools that make your process feel just as polished as your portfolio.

1. Set up a lead capture form on your website

Start strong with a branded inquiry form. WillowSpace lets you embed a custom form on your site, so potential clients can reach out with all the right info. Each inquiry is automatically logged as a lead in your account — no more digging through DMs or lost emails.

2. Automate your first touchpoint

Trigger an automated email when someone fills out your form. Add a friendly welcome message, attach a pricing guide or service overview, and include a scheduler link for a consultation — all done for you, instantly.

3. Book discovery calls without back-and-forth

Use the built-in Scheduler to set up discovery or strategy calls. Leads can self-book into your calendar, and you can include pre-call checklists or prep questions to keep things efficient and on-brand.

4. Send a standout proposal

Design a scroll-worthy, conversion-ready proposal using WillowSpace’s drag-and-drop builder, or upload your own branded PDF. Leads can accept or decline directly — and leave feedback if they pass. No attachments, no fuss.

5. Let WillowSpace convert your lead to a client automatically

As soon as a proposal is accepted, your lead becomes a client — no manual updates needed. You’re ready to kick off onboarding without missing a beat.

6. Craft an intentional onboarding experience

Create an email template that includes everything your client needs in one message: contract, deposit invoice, client portal link, and a welcome form to gather brand assets, logins, timelines, and project goals.

7. Collect project details with a custom form

Use a WillowSpace form to gather branding questionnaires, web copy, user preferences, or any assets you’ll need. Responses are mapped directly into your client profile, keeping everything organized and central.

8. Send your contract + invoice with style

Ditch PDFs and third-party signature tools. Build a beautiful contract right in WillowSpace, or upload your own, and send it alongside your invoice. Clients can digitally sign and pay in minutes.

9. Set up your project and milestones

Create a new project workspace and outline key stages — brand strategy, design exploration, web wireframes, development — with milestone tracking for both you and your client.

10. Assign and manage tasks like a pro

Use the task manager to assign internal to-dos. Tasks come with deadlines and live inside the portal for easy access.

11. Use the client portal as your project hub

Every client gets a branded portal where they can see their project progress, view or pay invoices, book meetings, access documents, and request changes or add-ons. It’s like having a design studio concierge, 24/7.

12. Track your business insights

WillowSpace reports show you your most profitable clients, where leads come from, how your revenue breaks down, and more. You’ll have the clarity to refine, price better, and grow sustainably.

13. Share WillowSpace + get paid

Use your referral link to share WillowSpace with other creatives. Your audience gets a free month, and you earn passive income for every signup. Easy.