How I'll Work With You
A clear, collaborative process built around busy nonprofit teams so you always know what's happening and what's next.
Process
I designed this process specifically for nonprofit teams: people who are stretched thin, wearing five hats, and don't have time to babysit a designer. Every phase has a clear ask from you, a clear deliverable from me, and no surprises in between.
This is what working with someone who came from Amazon's design team looks like when it's built for mission-driven organizations instead of corporate timelines.
Normal Timeline: 5-6 weeks from kickoff to launch*
Rushed Timeline: 2-4 weeks* (extra fee is applied)
*Not including add-on or extra services
How I'll Keep You Updated
One of the things my clients tell me they appreciate most is knowing exactly where things stand. Here's how I make that happen:
Email
Primary communication for updates, sharing drafts, and feedback
Video Calls
Kickoff meeting, mid-project check-in (optional), training session
Loom Videos
We often record quick videos to present designs or explain concepts
Shared Project Folder
A Google Drive or Notion workspace for files, drafts, and feedback, so nothing gets lost in email.
My response time: Within 24 hours
What I ask of you: Feedback within 3-5 business days so we stay on schedule.
Phase 1: Discovery & Strategy
Timeline: Week 1
What I Need From You:
✓ Brand guidelines (or logo + color hex codes)
✓ Access to your ESP
✓ Examples of past emails
✓ 2-3 competitor/inspiration examples
✓ Any copy or content for templates
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We'll discuss:
Your nonprofit's mission and programs
Target audience and supporter segmentsTarget audience and supporter segments
Current email performance and challenges
Goals for this project
Brand guidelines and visual preferences
Technical setup (ESP, integrations)
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I'll review:
Your last 10-15 email campaigns
Open rates, click rates, and engagement patterns
Mobile display and accessibility issues
CTA effectiveness and placement
Brand consistency
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You'll receive a detailed plan including:
Recommended template structure
Design approach and rationale
Success metrics we'll track
Project timeline and milestones
Phase 2: Design & Development
Timeline: Weeks 2-4
Your job in Phase 2:
Review designs when I send them (usually 1-2 rounds of revisions), give specific written feedback, and let me know if something isn't matching your brand vision. The more specific your feedback, the faster we move.
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I create mood boards and/or provide guidance for style direction
Design first template (usually newsletter)
Share for your feedback
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Incorporate your feedback
Design remaining templates
Ensure mobile responsiveness
Optimize for conversion
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Present complete template system
Make requested revisions
Test across devices and email clients
Finalize all designs
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Async feedback via email or Loom videos
Optional mid-project check-in call
Clear revision process (included rounds vary by package)
Phase 3: Implementation & Training
Timeline: Week 5
What I Need From You:
✓ Schedule training session
✓ Have team members attend training
✓ Test templates after setup
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Upload all templates to your platform
Configure for easy editing
Set up any automations
Test thoroughly
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Live session covering:
How to edit each template
Best practices for customizationImage sizing and optimization
Troubleshooting common issues
When to reach out for help
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You'll receive:
Recorded training video
Step-by-step editing guide
Image sizing cheat sheet
Brand guidelines (if created)
Template maintenance tips
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Send test emails together
Answer any questions
Ensure your team feels confident
Phase 4: Launch & Support
Timeline: Week 6 onward
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Send first email using new templates
Monitor performance
Gather team feedback
Make any necessary adjustments
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You have:
Email support for questions
Minor tweaks and adjustmentsj
Troubleshooting help
Check-in at 2 weeks and 4 weeks
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After 30 days:
Optional monthly retainer for ongoing support
A/B testing services
Template updates as needed
Strategy consultations
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Send test emails together
Answer any questions
Ensure your team feels confident
✺ Frequently asked questions ✺
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Most designers hand over files and disappear. I stay with you through launch, train your team, and give you 30 days of support so you're never stuck.
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Life happens. Just let me know — I'll hold your spot for up to 4 weeks and we'll pick up where we left off.
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Yes, with a scope adjustment. I'll let you know the timeline and cost impact before we proceed.
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Every project includes revision rounds, so you'll never be stuck with something you don't love. I ask for specific written feedback so changes are fast and targeted.
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My packages focus on design and layout. I don't write full email copy. But I do provide copyframes: headline options, CTA variations, and subject line formulas your team can fill in.
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Your templates are built to be ESP-flexible. I'll provide a migration guide and can help with re-setup if needed (billed as a separate service).