DONE-FOR-YOU DOC GENERATOR
YOUR STEP-BY STEP ZAPIER TOOLKIT TO AUTOMATE CLIENT INTAKE FORMS INTO READY-TO-SEND BRANDED GUIDES
Sick of copy-pasting into Canva?
TURN CLIENT INTAKE FORMS INTO POLISHED, BRANDED DOCUMENTS, AUTOMATICALLY.
You didn't start your business to look amateur.
Or spend hours dragging and dropping.
You're building something bold.
Professional.
High-level.
Your client experience and documents should reflect that.
Uplevel your:
✓ Shoot plans
✓ Welcome packs
✓ Onboarding docs
✓ Proposals
All done with the submission of a form.
Why You Need this Tool
YOU'RE GROWING. YOU'RE BOOKED OUT. YOU'RE NOT HERE TO PLAY SMALL.
This toolkit walks you through how to turn client intake forms into branded, client-ready documents automatically, so you can feel confident in your high-end client experience.
➝ No tech overwhelm
➝ Zero design headaches
➝ Just one seamless system.
This system works perfectly whether you’re a…
✺ photographer prepping client shoot plans
✺ coach delivering custom prep guides
✺ VA sending onboarding packs
✺ consultant sharing personalized recaps
✺ brand designer showcasing your moodboard proposal
Each time a client submits their form, their answers land directly in a branded, downloadable doc. No admin required.
How It Works
SAY GOODBYE TO TEDIOUS COPY-PASTING AND HELLO TO ORGANIZED EFFICIENCY!
YOU
Create your Form and customize your Slides template
YOU
Connect it through zapier and test
YOU
Send link to intake google form/questionnaire
CLIENT
Fills it out and submits
ZAPIER
Instantly pops their responses into your Slides template
This System is For You if...
➝ You’re tired of admin stealing your creative time
➝ You want to impress clients with a seamless, high-end experience
➝ You’re ready to feel organized, prepared, and in control of your process
➝ You're craving more time for deep work, rest, and aligned growth
This is about working smarter and finally letting your systems do the heavy lifting.
Grab Your DFY Doc Generator to:
➝ Deliver a luxe, seamless client experience
➝ Reclaim hours every week
➝ Slash admin with one automated system
➝ Show up polished and professional
Set it up in less than a day, and let it work for you on autopilot.
THE ONLY THINGS YOU NEED TO GET STARTED:
✓ Client questionnaire or intake form
FREE
✓ Google Workspace Administrator Account
paid but not too pricey
✓ Google Forms & Google Slides
FREE
✓ Zapier account
FREE
✓ Patience & Half a day (or a VA!)
WHAT'S INSIDE?
✓ Quick-start videos under 10 mins each
1. Google Form build instruction
2. Google Slide template customization tutorial
3. Step-by-step Zapier automation walkthrough
✓ BONUS: Google Slides template refined over 2 years
✓ BONUS: Email template for delivering your questionnaire
✓ BONUS: Helpful guide concepts to link in email
✓ BONUS: Intake question examples for several industries (including tokens for Zapier):
✺ Fitness coach
✺ Online business consultant
✺ Brand designer
✺ Retreat host
✺ Content/social media manager
✺ Wedding planner
✺ Commercial/brand photographer
✺ Business coach
✺ Virtual assistant
✺ Life coach
✺ Custom travel agent
✺ Therapist or healer
✺ Copywriters
✺ Interior designer
How I Use This Automation
TO COMPILE CUSTOM CREATIVE + STRATEGIC PHOTOSHOOT GUIDES THAT WALK MY CLIENTS THROUGH THEIR:
-
vision + goals + mission
-
branding + mood
-
timeline + locations
-
wardrobe + props
-
shotlists + inspiration
The Seamless System You Didn't Know You Needed
FOR LESS THAN THE COST OF ONE HOUR OF YOUR TIME, YOU'LL SAVE DOZENS.
If you’re craving a time-saving workflow that enhances your client experience, The Done-for-You Doc Generator is the course you’ve been waiting for.
Step by step, I’ll walk you through how to:
✦ Set up your client questionnaire using Google Forms
✦ Create a gorgeous, client-facing Google Slides template
✦ Seamlessly connect the two with Zapier so your client’s answers automatically land in a branded, ready-to-send document
A peek inside the Done For You Doc Generator Course:
Intro
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learn how this course came to life
-
see why Google Slides is the perfect fit
-
learn which free programs are needed to create this automation
Forms
-
how to build a questionnaire in Google Forms
-
guidance on formatting your form
-
how to get notifications whenever someone responds
-
where to find the link to put into your client email template
Slides
-
how to format the google slide template to mimic the canva drag & drop
-
how to set up the template to have a footer
-
how to create the tokens that are pulled from zapier
-
how my client shoot map was laid out (been updated since and available as a bonus)
-
how to drag and drop inspiration images wherever you want
Zapier
-
how to prep the google drive folder that houses the master templates
-
how to create the zap and fill in each field to correspond correctly with the google form data
-
how to test the zap
-
what it the client shoot plan looks like when the automation works!
FAQs
DO I NEED ANY TECHNICAL SKILLS TO COMPLETE THE COURSE?
I've laid out the process in simple-to-follow steps so as long as you can follow directions and access the modules, you should excel!
WILL I HAVE ACCESS TO YOU DURING THE COURSE?
No, this was designed to be self-paced for your convenience but you can book in a 1:1 mentoring session here.
IS THERE A MONTHLY PAYMENT PLAN OPTION I CAN OPT FOR?
As this is such a low-cost offer, it's available in just one payment with instant lifetime access!