A systems-heavy web-design business playbook rather than a narrow design tutorial. The supplied index covers the complete client lifecycle: CRM lead management, sales calls and pricing, proposals and contracts, onboarding, project management, design/development delivery, handover, revenue tracking and business operations. Browse more professional creative training on Courses On Budget, the Design Courses category, and the Design Courses Cheap catalog.
What You Get in Lytbox Academy – The Web Designer’s Playbook
The Web Designer’s Playbook is structured around how a web-design business actually moves work from lead to paid client to completed project. The index includes Notion systems, SOPs, proposal and agreement assets, dashboards, discovery frameworks, payment processes, handoff checklists and a bonus library of web-design events.
- CRM workflow includes automated lead funnel setup, pipeline stages, metrics, JSON workflow files and an operations / VA handoff SOP.
- The sales module covers call structure, pricing decisions, capabilities decks, proposals, contracts, payment policy and paid technical discovery.
- Client onboarding includes discovery frameworks, questionnaires, a Notion client hub, asset collection and an onboarding SOP.
- Project delivery includes milestone approval, quality control, design/development workflow, handover and role-based SOPs.
- Business operations adds revenue tracking, expense / license tracking, dashboards and a roadmap into automation and AI integrations.
Course Learning Path at a Glance
| Stage | Primary focus | Indexed evidence |
|---|---|---|
| Lead capture | Turn inquiries into an organized pipeline | Notion CRM, automated lead funnel, pipeline status system, metrics dashboard |
| Sales | Convert qualified leads into structured engagements | Sales calls, pricing, capabilities deck, proposal, agreements, payment and paid discovery |
| Onboarding | Collect information and establish the client workspace | Discovery frameworks, questionnaires, Notion Client Hub, asset collection |
| Delivery | Control scope, milestones and handoff | Project management, milestone approval, QA, design/development workflow, handover |
| Business ops | Track economics and create repeatable operations | Revenue tracker, expense/license tracker, business dashboard, SOPs |
Here’s What You Get:
- A complete web design business operating system
- Video lessons included for every system and process
- Frameworks for pricing, projects, and services
- Sales templates and client agreements
- Project and client management systems
- Client onboarding system and assets
- SOP library
- Automation and workflow assets
- Private student community access
- Credit toward the Six-Figure Web Designer coaching program
Full Course Structure
The accordion below preserves the supplied course index by its main sections so buyers can see exactly what is included before purchasing.
Module 0 — Getting Started
- The Kick Off: How to Use the Playbook — DOCX
- The Kick Off: How to Use the Playbook — MP4
Module 1 — CRM Lead Management
- CRM Lead Management Overview: Goals, Flow, Outcomes — MP4
- CRM Lead Management Overview: Goals, Flow, Outcomes — PDF
- Notion CRM System: Automated Lead Funnel — MP4
- Notion CRM System: Automated Lead Funnel — PDF
- Lead Pipeline Status System: Stages & Rules — MP4
- Lead Pipeline Status System: Stages & Rules — PDF
- Lead Metrics Dashboard: Close Rates & Insights — MP4
- Lead Metrics Dashboard: Close Rates & Insights — PDF
- Automation JSON Pack: Connecting Forms to CRM Systems — MP4
- Automation JSON Pack: Connecting Forms to CRM Systems — PDF
- Bit Flows Pro Blueprint — JSON
- Notion CRM Workflow — JSON
- Sure Triggers Data — CSV
- CRM Pipeline SOP — PDF
- CRM SOP: Operations / VA Handoff — MP4
- CRM SOP: Operations / VA Handoff — PDF
Module 2 — The Sales Process: Turning Leads Into Clients
- The Sales Process Overview: Goals, Flow, Outcomes — MP4
- The Sales Process Overview: Goals, Flow, Outcomes — PDF
- Sales Call Framework: Running Productive, Focused Calls — MP4
- Sales Call Framework: Running Productive, Focused Calls — PDF
- Sales Call Framework — PDF
- Price Decision Framework — PDF
- Pricing Decision Framework: How to Price Fast & Fair — MP4
- Pricing Decision Framework: How to Price Fast & Fair — PDF
- Pricing Framework Slides — PDF
- Capabilities Deck — DECK
- Capabilities Deck — FIG
- Capabilities Deck: Quick Positioning — MP4
- Capabilities Deck: Quick Positioning — PDF
- Proposal Template — DECK
- Proposal Template — FIG
- Proposal Template — MP4
- Proposal Template — PDF
- Proposal Walkthrough Framework: Presenting Without Overselling — MP4
- Proposal Walkthrough Framework: Presenting Without Overselling — PDF
- Agreement Template — Agency — PDF
- Agreement Template — Freelancer — PDF
- Contracts / Agreements Template: Setting Expectations & Protecting Client Relationships — PDF
- Contracts / Agreements Template: Setting Expectations & Protecting Client Relationships — MP4
- Payment Policy Framework — PDF
- The Payment Framework: Getting Paid Quickly — MP4
- The Payment Framework: Getting Paid Quickly — PDF
- Paid Technical Discovery Framework: Getting Paid for Solutions — MP4
- Paid Technical Discovery Framework: Getting Paid for Solutions — PDF
- Paid Technical Discovery Framework — PDF
- Sales Process SOP — PDF
- Sales SOP: The Framework / VA Handoff — MP4
Module 3 — Client Onboarding System
- Client Onboarding Overview: Goals, Flow, Outcomes — MP4
- Client Onboarding Overview: Goals, Flow, Outcomes — PDF
- Basic Discovery Exercise Framework — PDF
- Discovery Call Framework: Paid Post-Sale Only — MP4
- Discovery Call Framework: Paid Post-Sale Only — PDF
- High-Level Discovery Exercise Framework — PDF
- Client Discovery Questionnaire: Quickly Collect Necessary Project Information — MP4
- Client Discovery Questionnaire: Quickly Collect Necessary Project Information — PDF
- Client Discovery Questionnaire — PDF
- Notion Client Hub: Centralized Client Workspace — MP4
- Notion Client Hub: Centralized Client Workspace — PDF
- Asset Collection System: Getting What You Need Fast — MP4
- Asset Collection System: Getting What You Need Fast — PDF
- Client Onboarding SOP Checklist / VA Handoff — MP4
- Client Onboarding SOP — PDF
Module 4 — Project Management System
- Project Management Overview: Goals, Flow, Outcomes — MP4
- Project Management Overview: Goals, Flow, Outcomes — PDF
- Notion Project Management System: Organize & Streamline Projects — MP4
- Notion Project Management System: Organize & Streamline Projects — PDF
- Milestone Approval Workflow: Progress Control & Scope Protection — MP4
- Milestone Approval Workflow: Progress Control & Scope Protection — PDF
- Project Management SOP: Ops / Designer / Dev / VA Handoff — MP4
- Project Management SOP — PDF
Module 5 — Design & Development Workflow Including Handover
- Design & Development Overview: Goals, Flow, Outcomes — MP4
- Design & Development Overview: Goals, Flow, Outcomes — PDF
- Design & Development Workflow Framework: Complete & Streamlined — MP4
- Design & Development Workflow Framework: Complete & Streamlined — PDF
- Quality Control Checklist: Internal Review Before Client Review — PDF
- Quality Control Checklist: Internal Review Before Client Review — MP4
- Handover Process: Deliverables, Access & Final Approval Checklist — MP4
- Handover Process: Deliverables, Access & Final Approval Checklist — PDF
- Project Delivery SOP: Designer / Dev / VA Handoff — MP4
- Project Delivery SOP — PDF
Module 6 — Business Ops for Web Creators
- Business Ops Overview: How Everything Connects — MP4
- Business Ops Overview: How Everything Connects — PDF
- Revenue Tracker: Projects, Maintenance, Retainers & Extra Work — MP4
- Revenue Tracker: Projects, Maintenance, Retainers & Extra Work — PDF
- Expense / License Tracker: Cost Awareness & Profit Overview — MP4
- Expense / License Tracker: Cost Awareness & Profit Overview — PDF
- Business Ops Dashboard: Revenue & Clients Organized Systems — MP4
- Business Ops Dashboard: Revenue & Clients Organized Systems — PDF
- Revenue Tracking SOP / VA Handoff — MP4
- Revenue Tracking SOP — PDF
- What’s Next: Roadmap to Bootcamps, Automations & AI Integrations — MP4
- What’s Next: Roadmap to Bootcamps, Automations & AI Integrations — PDF
Bonus — Free Events Library
- Bonus — DOCX
- Live Figma Design Exercise Part 3: Converting Design Templates — PDF
- Live Figma Design Exercise Part 3: Converting Design Templates — MKV
- Live Figma Design Exercise Part 2: High Fidelity Mockups — PDF
- Live Figma Design Exercise Part 2: High Fidelity Mockups — MKV
- Live Figma Design Exercise Part 1: Setting Up the Blueprint — MKV
- Live Figma Design Exercise Part 1: Setting Up the Blueprint — PDF
- Let’s Talk ATF With Maxime Beguin, Paul and Alan — MKV
- Let’s Talk ATF With Maxime Beguin, Paul and Alan — PDF
- No Laptop. No Computer. No Problem — MKV
- No Laptop. No Computer. No Problem — PDF
- What’s the Real Value of Web Design — PDF
- Starting a WordPress YouTube Channel with Mark Szymanski — PDF
- Web Design Agency Business Models — Special Guest Pro Member Stuart Cox — PDF
- STOP Under Charging for Web Design Development Livestream — PDF
- Introducing Rino to Bricks Live Stream — PDF
- WordPress Web Design in 2025: Early Predictions — PDF
- Is UX Important for WordPress? Live in Bali With Rino de Boer — PDF
- Digital Nomad Web Designers With Rino de Boer — PDF
- The WP Creators Ep. 2: The Future of Page Builders — PDF
- Lytbox Live Stream: Bad Websites — PDF
- WP Creators Live — Episode 1 — PDF
- Figma to Elementor Live Part 2: Building a Landing Page Process — PDF
- Figma to Elementor Live: First Looks at the Sprout UIs Free Figma UI Kit — PDF
- Figma to Elementor Live: First Looks at the Sprout UIs Free Figma UI Kit — PDF
- Lytbox Live Stream: Web Design Geek Out Session — PDF
Who This Course Is Built For
The curriculum is best suited to freelance web designers, small studios and web-design agencies that need repeatable business systems around lead handling, sales, onboarding, delivery and operations—not only lessons on visual design.
- Covers the full commercial client lifecycle from CRM to final handover.
- Includes operational assets such as SOPs, PDFs, JSON files, CSV data, decks and Figma files.
- Connects sales, project management and delivery instead of treating them as isolated topics.
- Includes a separate bonus library of web-design events and Figma / WordPress material.
- A large part of the curriculum is business operations rather than pure visual-design instruction.
- Notion is explicitly used in several indexed systems, so buyers should expect a Notion-centered workflow in those modules.
Related Design Courses & Guides
Continue the learning path through the Design Posts library or compare related courses below.
Lytbox Academy – The Web Designer’s Playbook stands out in the supplied index for operational depth. Its core value is not a single design technique; it is the connected system around leads, sales, onboarding, project execution, delivery and business tracking, supported by reusable workflow assets and SOPs.
Get the course through Lytbox Academy – The Web Designer’s Playbook,
browse the full Design Courses catalog,
or check Courses On Budget updates for newly added training.



Reviews
There are no reviews yet.