Going Beyond “Here’s Your Stuff, Bye”: A Designer’s Offboarding Makeover Inside The Experience Edit

Kelley’s offboarding sequence used to be one email. Basically: here’s your stuff, bye. In this case study episode, Colie sits down with Kelley of Hidden Path Creative, a packaging designer who went through The Experience Edit before it even had that name. Kelley signed up for one reason: she heard Colie talk about offboarding and realized everything after delivery was a blank page. Y’all, what she built in that blank space is one of the best offboarding phases Colie has seen all year. They talk about why repeating yourself to clients is a service and not an annoyance, how pre-written emails make it easier to hold firm on revisions and deadlines, and why Colie is (gasp) totally fine with your templates living in a Google Doc now. Plus, the one email Kelley sent to past clients that turned up sales results she never would have known about. Oh, and there’s a detour through Colorado’s voting system that turns out to be the perfect client communication lesson. Didn’t plan it. It worked anyway. Ready to map out what your clients experience from inquiry all the way through offboarding? Book a solo sprint at coliejames.com/experience Mentioned in this Episode The Experience Edit Bonsai Flodesk Snooze, an A.M. Eatery Connect with Kelley Website: hiddenpathcreative.com Packaging Pronto!: hiddenpathcreative.com/packagingpronto