Rock the Initial Consultation

Complete Process Package


It’s time to confidently take control.

Are you reinventing the wheel with every new client project you take on?

Do you lack organized processes that hold you back from converting inquiries into clients and consultation clients into design projects?

Would you like to hold your head up high and be fearless when communicating with clients?

With all my clearly outlined and easy to follow processes, you’ll learn how to:

  • Take control of the initial consultation
  • Effectively communicate your value to clients
  • Easily identify red flags from the first call
  • Build relationships & trust more quickly
  • Confidently communicate with your client
  • Gain more confidence to charge your worth
  • Be a stand-out professional in the industry
  • Make the most efficient use of your time
  • Deal with awkward client scenarios

Designers rave about this signature course! ROCK The Consultation is a step-by-step process of everything you need from the Discovery Call, all the way to the end of the consultation meeting. And no where else can you be on a fly on the wall to witness a role play of this all important first meeting.

$547.00 CAD

Must-See Videos

In addition, you’ll also get exclusive access to three videos! First, an introductory video with a step by step walk through of my process from the initial call to the start of the initial consultation.

Second, a NEVER SEEN BEFORE style of video where you’ll see EXACTLY how I handle the discovery call. Here I show you how to confidently share details of how a client will benefit from working with you, including how to manage expectations in terms of what to expect when working with you and one of my favourite lines, which potential clients LOVE to hear.

Third, is also an exclusive and NEVER SEEN BEFORE style of video of an initial consultation meeting. See how I take control of a meeting, discuss packages and pricing and how to deal with possible awkward scenarios with clients and how to deal with them professionally and confidently.

If you get stuck on how to word emails and put together forms, don’t worry—I’ve taken care of all of that for you. You will also receive:

  • 7 Drafted Email Templates
  • More than 15 Templates/Forms/Checklists for Tracking and Logging Inquiries and Organising Clients' Information
  • An Easy to Follow Process Flow Chart
  • A Script for the Discovery Call


A 20-page slide package for reference, which includes information on how to handle consultations where clients are hiring you for ongoing services. Those can be quite different to the consultation-only meetings for design and colour advice. Don’t worry—I cover it all!

$547.00 CAD


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Lindsey P.
United States United States

Incredibly Valuable for Any Designer!

I purchased Claire's Rock the Initial Consultation package when I was first starting out in design. What a game changer! Her processes are straightforward and easy to learn. Her advice is practical. This package will increase your confidence and make initial consultations a breeze! I highly recommend this package!

A Claire Jefford Customer
Christina R.
United States United States

Love this package!

Thank you SO MUCH for creating this! I love all the documents you included and have already started using them. Now I don't have to do it from scratch! Your videos are awesome and help explain how to go about the calls and the consults. Love that! This has been a big help to me already as I had a Discovery call today and I was more prepared than I have ever been before.

United States United States

Rock the Consult is fantastic

I bought Claire Jefford's Consult package and agree that it's jam-packed with value. I'm a very experienced designer, but you all know we never stop learning on this job and things change, change, change all the time. I've already implemented some of Claire's wisdom and forms with great results! I would recommend this package to every designer who needs to refresh (or start) their processes.

Rachel S.
United States United States

Claire Rocks!!

Claire has been enormously helpful to my business! I have purchased several of her packages and saw the results immediately! I love her personality and try to watch her lives and listen to her podcasts. I definitely recommend working with Claire in whatever capacity.

Connie F.
United States United States

Worth every penny!

Before I took the course, I was flying by the seat of my pants; however, putting into practice the business processes I learned from your courses has given me the confidence I needed to pursue a design project with a different approach. I recently proposed a very large design project to a client, using some of the valuable techniques I learned in your courses, and they signed the contract and wrote me a check on the spot! If I had not taken your courses, I would not have had the confidence to communicate my worth to the clients and stay organized. I started with Rock the Consultation, then moved on to a One-On-One Coaching, and lastly, the Contracts and Forms - all worth every penny!


Melissa Clark

Your Rock the Consult videos are priceless! The direction you provide has given me so much confidence. I'm going on my third one tomorrow and my comfort level has transformed!

- Melissa Clark
Adam Scougall

An open message of thanks to Claire Jefford for her Rock the Consult videos, tips, and tools. I thought I was pretty good, but clearly I need to up my game with a tight mix of new tools shown in the package! This is the way to command a higher consult.

- Adam Scougall
Anne Decocco, Decocco Design

I bought Claire’s consult package and it’s jam-packed with value. I’ve already implemented some of Claire’s wisdom and forms with great results!

- Anne Decocco, Decocco Design
Thanh Buswell

I launched my business two months ago and investing in Claire’s ‘Rock the Initial Consult’ is the #2 best business decision I’ve made. All the content is so valuable and worth every penny! It is thorough and well-organized.

- Thanh Buswell
Rachel Schemmerling

Claire has been enormously helpful to my business! I have purchased several of her packages and saw the results immediately. I definitely recommend working with Claire in whatever capacity.

- Rachel Schemmerling