Describe the service
Set the inclusions, booking length, price and availability. Make the choices clear enough for a new client to select the right offering.
EZ CUSTOMERS FOR GRAPHIC DESIGNERS
Start with a usable brief, finish with a clear handoff.
Connect discovery consultations, intake, client records, payment requests and delivered files to the engagement.
Build your booking workflow Compare plans →A PRACTICAL STARTING POINT
A small-business design consultation
A fictional example to help you set up your service—not a customer result or a promise of business growth.
Collect the right brief
Use an intake form to collect business goal, audience, deliverables, existing assets, decision maker and deadline. Review answers that change scope before confirming the appointment.
Keep the next step connected
Keep the client record and booking together, send payment requests when appropriate, and deliver the agreed final files with clear download instructions.
What fits into your workspace
Bookings and services
Offer services with defined durations, availability and optional add-ons. Approve or reschedule requests in the booking workflow.
Intake and client records
Collect text, choices and reference files before the appointment. Keep useful notes and booking history connected to the client.
Payment requests and handoff
Use branded invoices and secure payment links, with final-file delivery when your service needs it. Check the plan and payment setup that match your business.
Available
In-app content review
Keep client file selections, version feedback and approvals connected to the booking. Share review previews, collect comments and change requests, and deliver the approved files through a branded gallery.
Use the tools and professional processes your craft requires alongside EZ. Editing software, rights agreements and specialist production requirements should be evaluated separately.
Useful before your next booking.
Supplies
Tools to prepare before your first freelance design client
Start with the deliverables you can produce and maintain, then choose tools that support those formats. Plan discovery, production, licensed assets, feedback and final-file handoff as one workflow rather than buying every design subscription.
Client practice
A first design consultation that clarifies scope
Use discovery to define the business problem, deliverables and decision process. A good brief gives both sides a way to evaluate the work without relying only on personal taste.
Training
Graphic design training: options in five Canadian metro markets
Compare graphic design training options in Toronto, Montréal, Vancouver, Calgary and Ottawa–Gatineau, with official sources and questions to ask.