What is How to Manage Clients?
Working with big clients as a creative is one of the most exciting — and overwhelming — experiences you can have. After 10 years managing internationally renowned street artist Kelsey Montague, and negotiating deals with brands like Taylor Swift, Instagram, the NFL, the Smithsonian, Universal Studios, United Airlines, and Moët Hennessy, as well as cities like New Orleans, Sydney, San Diego, and Miami — I’ve learned exactly what it takes to operate at the highest level. This course was built from real experience, real mistakes, and real wins. Whether you’re an artist or a creative project manager, this course gives you the practical tools, frameworks, and confidence to land big clients, protect yourself legally, and run your business like a true professional.
- Mistakes – The most common and costly mistakes creatives make with big clients — and exactly how to avoid them.
- Process Framework – A proven process framework for keeping projects on track from pitch to final delivery
- Contracts – How to negotiate and structure contracts that protect your creative work and your income
- Lawyers – When and how to work with a lawyer so you never sign away rights you didn’t mean to
- Budgets – How to build and manage budgets for large-scale creative projects with confidence
- LLC and Insurance – How to set up your LLC and get proper insurance so your business is protected and taken seriously
The Curriculum
The curriculum includes 8 videos that cover the following topics:
- Introduction – Meet your instructor and discover why 10 years of managing world-class creative projects with clients like Taylor Swift, the NFL, Instagram, the Smithsonian, Universal Studios, United Airlines, and Moët Hennessy — and cities like New Orleans, Sydney, San Diego, and Miami — makes this course the real deal.
- Mistakes – In this lesson, I walk through 9 key mistakes that artists and project managers commonly make when first stepping into client work. Drawing from real experience, I’ll break down critical missteps.
- Client Management – In this video, I walk through the refined 5-step process we use for every client project — a system that has been developed and perfected over 10 years of high-level client management.
Includes: I’ve also included two downloadable resources — a template project brief and our 5-step process document — so you can implement this system in your own work immediately. - Legal – In this lesson, I break down everything you need to know about contracts — from getting one in place to understanding exactly what should be in it, and how to find the right attorney to protect your creative business.
Includes: A downloadable legal checklist to help you organize your legal documents and ensure nothing gets overlooked as you move forward. AND a 10% off code for legal zoom. - Budget – In this lesson, I walk through our complete budget process for creative projects, breaking down exactly how we approach pricing and cost management at a professional level.
Includes: Access to my personal budget spreadsheet — the exact template we use for real client projects. - LLC – In this video, I cover the essentials of setting up an LLC as a creative professional and why it is one of the most important steps you can take to protect yourself and your business.
- Insurance – In this lesson, I break down the insurance requirements every artist and creative project manager needs to understand before working with big clients.
- Thank YOU – A personal thank you from me and my email address to ask questions.