The Designer’s Toolkit
Unlock an easier, better way to serve your clients
The Designer’s Toolkit is the ultimate business cheat sheet, With 10 tools that have been designed to help you automate, organise, and get sh*t done without the overwhelm of trying to figure it out yourself. This process kit doesn’t just give you a fill-in-the-blank solution, it guides you step by step in crafting a process that ignites your spark again for your business.
The Designer’s Toolkit
💸 Full Value: £635
💸 Toolkit Price: £320
The Designer’s Toolkit 2.0 is your shortcut to simplifying your entire design process. No more wasting hours building templates from scratch or feeling stuck with a disorganized workflow. With easy-to-customize, done-for-you tools, this kit takes the stress out of managing client projects so you can focus on what you actually love—designing.
🖥️ Indesign, Notion + Google Docs
🎨 Fully customisable
🎥 Video workshops for each tool
⏰ Save hours of time + stress
✅ Ready-to-go process
Love Letters from our fans
“The Business Masterplan is truly ahead of the curve. While there are many Notion templates available, this one stands out as superior .Thanks to Katie and the Business Masterplan, I've become more organised and efficient in my business. It's streamlined my processes, particularly in areas like discovery calls and client presentations, taking them to a whole new level. If you're searching for a Notion template that covers it all, look no further—this is the one.”
Loren, @gemini.creativestudio
“The brand strategy template has been a life saver! As a brand designer, I definitely understand the concepts that go into brand design. However, I was really struggling to find a way to layout the most important information, in a beautiful design. This template made it super easy to provide my client with key strategy info, in a design that is professional and aesthetically pleasing!”
Kayleigh, @prismaticcreativeco
“So I was honestly hesitant at the beginning because I am a designer and thought, I can just make my own templates. But I never had the time to lol! So I finally made the investment and got the bundle. I mean, not only is it absolutely gorgeous and so clean, but it's also backed with a lot of research, and the structure of it is what makes it worth it. It's not just about the design, you get a lot of value from them and save so much time. I am now using the template with a big client and my work is so much easier and it looks so professional. 100% worth it!!!”
Lara, @freshlaundrydesign
“Katie I have to say you really have outdone yourself with this business masterplan template. It is jam packed with so much value and offers way more than any other template I have ever purchased. The Discovery call section is absolutely amazing, the prompts and questions add so much value. I really love the idea of the daily planner and how you have it set up, the time blocking is such a game changer!”
Jaymee, @hausofrode
My Mission
This is not a template bundle
Hey, I’m Katie, and I can't stand pushy sales, fluff, fillers and all the bullsh*t that comes with it.
The same goes for digital products that honestly, are a quick money grab and do f*ck all for your business - to be frank, it's one of my biggest pet peeves about our industry. The truth is, I'm not doing this for a quick buck. Of course I'm trying to make money here, I'd be lying if I said I wasn't. But what I'm not doing is giving nothing back.
I designed The Designer's Toolkit with a mission to change the way digital products are done. I built it with your problems in mind - you know, the messy, chaotic processes, the time wasted redesigning templates + the imposter syndrome we've al experienced way too many times. The Designer's Toolkit isn't just 10 pretty epic tools, it's the one solution to every problem you're facing in your business - and I stand by that.
Notion template
What’s included?
The Business Masterplan
I’m over the boring copy-paste “client portal templates” (and yes, I was the one who started that trend, fun fact). So I built a full-on command centre with everything you need to run your business like a pro—and actually enjoy it. Daily and weekly planners, goal tracking, vision boards, content planning, project portals, enquiry + call trackers, launch planning—the list goes on. I can’t possibly list everything, we’d be here all day!
Key features:
✨ Over 20 individual pages!
🚀 Launch planner with sales funnel map + prompts
💸 Finance tracker with monthly expense reports + charts
✍🏻 My brand journal, sales funnel workbook + client attraction plan
☎️ Discovery call worksheet with offer pitching script
📊 Enquiry tracker with stats
🌙 The project portal we all know and love but better
📢 Social media content planner, strategy workbook + content prompts
What’s included?
Services &
Pricing Guide
Indesign Template
No more awkward pricing convos or clients haggling for discounts. This guide lays out your services and pricing with confidence and clarity, so you can say goodbye to time-wasters and hello to clients who see your value.
Key features:
👋 Multiple studio introduction pages to choose from with fill-in-the-blank prompts
⏳ Several layouts for displaying your offers and timeline / your process
🎨 An entire section for sharing brand case studies
📄 25 customisable pages
Project Proposal
Indesign template
What’s included?
Stop losing sleep over proposal emails that go nowhere. This step-by-step project proposal turns “I’ll think about it” into “When can we start?” by clearly outlining the who, what, and why of your project—giving clients the clarity and excitement to move forward without hesitation
Key features:
🎯 A space for you to outline the goals for the project and the brand's mission to show you how excited and invested you are in their project
🤘 Multiple layout choices to display their offer options
📢 Easy to add service add-on pages
📄 11 customisable pages
What’s included?
Onboarding Questionnaire
Google docs
Set your projects up for success from day one with the ultimate strategy-driven onboarding tool. It’s broken down into four core pillars: Brand, Audience, Market, and Creative Vision—so you’re not just asking questions, you’re getting all the answers you need.
Key features:
🙋🏼♀️ Split up into the 4 strategy pillars: brand, audience, market and creative vision
✍🏻 Easy to integrate into Notion, Dubsado etc.
What’s included?
Indesign template
Client Welcome Packet
Roll out the virtual red carpet. This welcome packet sets the tone from day one—making clients feel excited, informed, and ready to work. It’s not just about impressing them—it’s about creating a seamless journey from hello to let’s-get-started.
Key features:
👋 A customisable fill-in-the-blank welcome message that sets the tone for your project
🤔 Detailed instructions on what to expect with timelines, FAQ's and next steps
💬 Client expectations that outlines communication, feedback response times and more
📄 13 customisable pages
What’s included?
Brand Strategy Guide
Indesign Template
This is not your average strategy guide. We’re talking over 35 pages packed with everything from the classic brand-building theories to strategies you probably didn’t even know existed. It’s the most comprehensive guide for crafting a brand strategy that truly stands out. And because I love going the extra mile, I’ve thrown in 2 bonus theory guides to take your strategy game even further.
Key features:
🏛️ Split up into 3 strategy pillars: brand, audience, market
📄 39 pages of actionable strategy with fill-in-the-blanks and examples
📢 2 bonus theory guides with cheat sheets to fill out brand archetypes and levels of awareness so you can show up as a pro
Visual Direction Presentation
Indesign template
What’s included?
No more ‘meh’ mood boards. This template shows clients exactly what you’re envisioning, giving them total confidence from the first pitch.
Key features:
🎯 Re-cap of key strategy theories and goals for the project.
🎨 More than a mood board - pages to help you display strategy-led concepts to your clients with colour palettes and typography
What’s included?
Brand + Packaging Presentations
3 Indesign Templates
Don’t be the designer that cuts corners. If you’re tired of endless revisions and explaining concepts over and over, this is your secret weapon. With 3 templates for single and multiple concept presentations, it adapts to any project style. Plus, I’ve made sure there’s space for packaging designs—something most generic tools overlook. Present the full brand experience in one go, and let your concepts click the first time.
Key features:
📄 3 individual templates designed for both single and multiple concept processes
📦 Incorporates a section for presenting packaging designs
💬 Example explanations and pre-existing text to explain the importance of different logo types + more to your clients
Brand Guidelines
What’s included?
Indesign template
Keep your clients’ brands in check—forever. These guidelines make sure every post, packaging, and piece of content stays on-brand, so you don’t have to cringe when they go off-script. No more wildcards—just a cohesive identity that shines through on every platform, keeping their brand (and your sanity) intact.
Key features:
📄 Multiple layout choices + 40 customisable pages
👏 Strategy recap so anyone who comes into contact with the brand in the future knows exactly what story they're communicating
✅ Do's and dont's for logo and type application
What’s included?
Offboarding Packet
Indesign Template
Finish strong with an offboarding packet that doesn’t just close out the project but leaves a lasting impression. With a professional and seamless handoff that speaks volumes about your work, it’s the smooth exit that keeps the door wide open for future collaborations.
Key features:
📁 Easy to understand file navigation + file type guides with the content already filled out so it's ready to go!
🖥️ Font licensing information
🚀 Tools + resources and launch tips to help your clients launch with a bang
💸 Additional service add ons, a quote page and referral programme to keep them coming back for more
Questions? I got you
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Our launch promo has now ended, but don’t worry, you haven’t entirely missed out. Simply forward or send a screenshot of your order confirmation to katie@rareformstudio.co.uk and I’ll send you a 10% off discount code!
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The total value of the toolkit is £635 (yeah we're not doing that), so I've slashed the price by half with the bundle price being £320.
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Absolutely! Whether you’re just dipping your toes into the design world or you’re a seasoned pro ready to level up your game, this Toolkit has your back. It’s crafted to save you time, reduce stress, and eliminate all that endless Googling no matter what stage of business you're at.
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While a few of the templates are set up for brand designers such as the brand presentation and Notion client portal, you can absolutely still benefit from the majority of the templates in the kit!
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You’ll need Adobe InDesign for most templates, but there’s also a Notion digital planner (The Business Masterplan). If you’re not on Notion yet, don’t worry—it’s free and super easy to set up.
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You’ll get instant access to everything upon purchase within a google drive. Simply watch the video workshops, customise the templates to match your brand, and you’re ready to go!