Audit and Optimize Your Web Design Business

Goal of this mini training: get expert training from AI

• AI has more knowledge than any coach or expert, you just need the right prompts to ask it

What you need to unlock the power of AI:

1. Patience - patience to be able to ask more than just one or two questions and find the right prompts
2. Trust - trust the process and implement what AI recommends. Treat this like an expert $5k coaching session you’re paying for
3. Direction - need to know general idea of where you want to go with your business

Getting started: Core Prompt

You can add more to this prompt as you go, but get started with the following prompt. I recommend going through the process with each topic prompt one at a time, to avoid the conversation getting jumbled.

“I want you to act as a web design business strategist and guide me through a complete audit of my business [insert your business URL]. Your goal is to help me uncover any weak points and identify opportunities to grow, find better clients, charge more, and streamline my processes.

Throughout the audit, please:

Only ask me a few focused questions at a time. Wait for my answers before moving on.

Prioritize finding my biggest weaknesses and overlooked opportunities.

Help me brainstorm new, aligned ways to increase income and client quality.

Feel free to challenge me, give examples, or suggest industry best practices based on successful solo or small agencies.

This should feel like a deep-dive strategy session with a seasoned business coach who knows the web design industry inside and out.

Let's begin with the first area:

Select one of the following to add to the end of your Core Prompt:

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Niche clarity: Who I serve, how specialized I am, and whether my niche helps or hinders growth. Help me refine or pivot if needed.

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Offer and positioning: What I offer, how it's packaged, how I communicate it on my site, and whether it speaks to my ideal client.

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Pricing strategy: Whether my pricing reflects the value I provide, how confident I am in it, and whether there’s room to raise rates.

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Lead generation & marketing: How I’m currently getting clients, what’s working or not, and new strategies I should test.

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Sales process: How I handle consultations, objections, proposals, and closing. Help me tighten this up and convert more leads.

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Project turnaround: How I manage timelines, communication, and deliverables—so clients are happy and I don’t burn out.

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Recurring revenue & upsells: How I could create retainers, maintenance plans, SEO, or other services to increase LTV.

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Client experience: How I onboard, communicate with, and offboard clients. Look for ways I could improve referrals and testimonials.

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Systems & automation: Ask me about my backend processes and tools. Suggest ways I can save time, reduce chaos, or outsource.

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Mindset & confidence: Ask questions that help me uncover any limiting beliefs that might be holding back growth.

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