About Organized Adviser

Organized Adviser started in 2017 in the world of journalism education — where teachers who lead student publications are called "advisers." The name stuck because the mission never changed: helping clients bring structure to their work, make smart decisions, and move forward with clarity. What began as educator-focused consulting has grown into a full marketing and creative practice supporting businesses through strategy, web design, and graphic communications.

About Katie Moreno (founder)

Katie Moreno is an equal-parts teacher, storyteller, and design nerd. An accredited journalism professional and creative consultant, she crafts digital experiences that make people stop scrolling and start engaging. She holds a Bachelor's in Digital Media from the University of Houston and spent six years building an award-winning high school journalism program before shifting to client work. Outside the studio, you'll find her planning her next scuba dive, adding pins to her travel collection, or fueling it all with iced coffee. As a solid Enneagram 7, she brings enthusiasm, creativity, and about a dozen new ideas to every project.

Katie is an absolute joy to work with. She is upbeat and energetic and just pleasant to talk to. Katie is also an exceptional graphic designer. She especially excels at the 'higher level' work like creating consistent branding (colors, fonts, etc.) and developing templates.

Ryan Dowd, Empathy Studios

Why choose Organized Adviser?

Most designers can make a site look good. But if your goal is leads, that's a different story.

At Organized Adviser, we take the word adviser seriously. We're not here to decorate a website, we're here to guide decisions that move your business forward. That journalism-trained instinct to dig deeper means we start with the right questions: What's your story? Who needs to hear it? What's going to make them take action?

The result is a site that's clear, strategic, and built to convert — not just polished. And because strategy, messaging, and design all happen under one roof, there are no crossed wires, no hand-offs, no "that's not my department." Just a streamlined process that keeps things organized and gets results.

Bright. Organized. Passionate. Smart. Infectious. These are just a few words to describe the talented and creative Katie Moreno. Katie not only brings a wealth of knowledge, she also brings a ton of energy and enthusiasm. Katie connects on a higher level because she cares and it shows. When you hire Katie, you're getting the best of the best for your customers.

Liz Bardin, Sales Rep

Our Work

See examples of our web, graphics, and social media design work.

Design Portfolio → Web Design Home Page Gallery →

Project Goals

Here's what we understand you're looking to accomplish:

Target Audiences

Scope of Work

Full Site Redesign

Site Design Support

Project management

Ensure the website build stays organized, on schedule, and aligned with project goals from kickoff through launch. This includes:

• maintaining a centralized project tracker, coordinating timelines and deliverables, and managing communication across all stakeholders
• weekly progress updates outlining completed work, upcoming priorities, and any items needed for review or approval
• bi-weekly check-in meetings to review progress, address questions, and keep everything moving forward
• three milestone meetings at key stages to review major deliverables, gather feedback, and confirm alignment before moving into the next phase.

Throughout the project, we handle task coordination, dependency management, QA checkpoints, and overall workflow oversight to ensure a smooth, efficient process.

Strategy & architecture

We'll work with you collaboratively to define the strategic structure of the website to ensure content is organized clearly, navigation is intuitive, SEO/GEO optimized and each page supports user goals and organization objectives. This includes:

• mapping the full sitemap for both the main website and client portal, outlining how all pages and content areas connect
• navigation structure to ensure users can easily find what they need and move through the site logically.
• home page wireframe that establishes the layout, content hierarchy, and flow of the most critical page, focusing on structure and user experience rather than visual design. (Additional wireframes are included with Template Design.)

This phase ensures every page has a clear purpose, supports conversion goals, and provides a strong foundation for design and development.

Website design system

We establish the foundational rules that guide the entire website's look, feel, and behavior. This includes:

• color palette (hierarchy of primary/secondary/accent colors, opacity values, application guidelines, etc.)
• typography (heading scale for size and font/color, button styles, application guidelines, etc.)
• element spacing (responsive breakpoints, container widths, internal margins, etc.)
• iconography (stylized standard set, not custom icons)
• graphic treatments (photo edits/filters, overlays, use of gradients, textures, backgrounds, border radius values, etc.)
• accessibility standards (such as minimum contrast ratios, font sizes, etc.)
• brand copy guidelines (high-level for typography case, button text CTAs, etc.)

This phase focuses on creating a cohesive visual and UX framework (not individual layouts) so that everything built afterward feels unified, intentional, and scalable.

Template design

Using the approved design system, we design and build reusable components and sections that will be used throughout the site. This includes elements like:

• Core UI components
  • Buttons (at least 2 variants with hover states)
  • Inputs (form fields)
• Sections (Header, Footer, Hero, Full-width, 2-column, 3-column, 4-column, etc.)
• Elements (Cards, Modals, CTAs, Tabs, Accordions, etc.)

These components are designed to be flexible and repeatable, allowing you to efficiently build pages while maintaining consistency and supporting future updates or expansion.

Proposed sitemap

This proposal has been prepared based on the following sitemap:

* Required default pages.

Branding documentation

Brand Voice Guide

Target Audience Guide (2 personas)

Brand Visual Guide

Timeline

The actual project schedule will depend on production load, how quickly we receive feedback and content from you, the final scope of work, and the natural overlap between phases. After our kickoff meeting, we'll share a detailed project tracker with a timeline mapped specifically to your project.

Project Investment

Choose the engagement model that fits your needs. Each option represents a different way to work together.

Full site design

A complete website built and launched for you. Per-page pricing decreases as the site grows.

Site design support

Strategy, systems, and templates you can build on. All packages include project management, strategy & architecture, and the site design system. These build sequentially — items can only be removed from the bottom up.

We recommend at least 3 template sets. Tentative options based on this project's sitemap:

• Home
• Get Help
• Primary
• Secondary
• Form
• Get Involved

On-call support

Monthly consulting hours at a flat rate. Scale up or down as your needs change.

Branding

Payment Options

We know cash flow matters, so we offer a few different ways to structure your investment. Pick the option that fits how your business operates. If none of these quite work for your situation, just let us know.

We accept payment via bank transfer, credit card (3% processing fee may apply), or check. Invoices are due within 7 days of receipt unless otherwise specified.

What We'll Need From You

To make this project a success, we'll need your help with a few things:

Content and materials

Please make sure any content you provide is original or properly licensed for use. (Full details are covered in the Terms & Conditions.)

During production, we will supply a content planning guide to assist in preparing materials for production.

• Written content for all pages
• High-resolution images and graphics
• Logo files (vector format preferred)
• Brand guidelines (colors, fonts, style)

Access and information

• Domain registrar login credentials (or grant direct access)
• Hosting account access (or we can help you set one up)
• Access to any existing analytics or email marketing platforms

Timely feedback

We'll need you to review and provide feedback within 3-5 business days at key milestones. Quick turnarounds help us keep the project on schedule.

How We Work

We believe great communication makes great websites.

Project management

We'll use ClickUp to keep everything organized. You'll have access to:

• Project Tracker: timeline, sitemap, testing logs, QA logs, quick links, etc.
• Project Journal: all meeting notes and status updates
• Task lists and deadlines
• File sharing and collaboration space

Regular check-ins

• Weekly status updates via email summarizing progress and next steps
• Milestone meetings to review deliverables
• Quick response times: we aim to respond to emails within 24 business hours

Design review process

For design phases, we'll provide:

• Flat design prototype for each section, page, or feature
• Recorded video or meeting to walkthrough details
• Clear feedback instructions

Revisions and change requests

We want you to love your website, so we've built in revision rounds to make sure we get it right:

Included revisions

• 2 rounds of design revisions for home page and templates
• Minor content and layout adjustments during development
• Bug fixes and corrections during testing phase

Scope changes

If you'd like to add features or pages that weren't in the original scope, no problem. We'll provide a quick quote for the additional work. Major scope changes may affect the timeline, but we'll discuss this upfront so there are no surprises.

We're Here After Launch Day

30-day support period

Your launch day isn't goodbye. For 30 days after launch, we'll provide complimentary support to make sure everything runs smoothly:

• Bug fixes and technical issues
• Minor content updates and tweaks
• Questions about managing your website
• Performance monitoring and optimization

Ongoing maintenance options

After your post-launch support period, we offer flexible options to keep your site secure, updated, and performing.

À la carte hourly support

Need occasional help without a monthly commitment? Our à la carte option gives you access to professional support on your schedule.

Monthly Maintenance Retainer

Save roughly 50% off the standard hourly rate while locking in consistent, proactive support. Retainers are designed for clients who want a reliable partner on call instead of the unpredictability of hourly billing. Billed monthly with priority scheduling over à la carte requests. Hours don't roll over.

Terms & Conditions

We believe in clear expectations from day one. Once you accept this proposal, we'll send a formal contract that includes the specific details of your project along with the provisions outlined below.

Ownership and rights

Upon receipt of final payment, Client receives full ownership of the custom design and website code created specifically for this project. Until final payment is received, all work products are licensed (not owned).

Designer retains ownership of:

• Pre-existing processes, methodologies, frameworks, and templates used in the course of the project
• Reusable components, code snippets, and design systems developed prior to or independently of this project
• Source files for internal working assets (e.g., scratch files, exploratory mockups, draft revisions)

Final deliverables include exported, production-ready files in industry-standard formats. Native source files (e.g., Figma, Illustrator) are available upon request and may be subject to an additional fee.

Any third-party assets used in the project — including stock photography, fonts, plugins, themes, and software subscriptions — remain subject to their respective licenses and are not transferred as part of this agreement.

Designer retains the right to display the project in portfolio, case studies, and marketing materials, including screenshots, descriptions, and anonymized data. A small designer attribution link will be included in the website footer at launch and may be removed at any time upon written request.

Confidentiality

Both parties agree to treat all non-public information shared during the course of this engagement as confidential, including business strategies, financial data, technical processes, client lists, and any proprietary methods or tools. This obligation is mutual and survives termination of the agreement.

Confidentiality does not apply to information that is:

• Already publicly available through no fault of the receiving party
• Independently developed without reference to the disclosing party's information
• Required to be disclosed by law, court order, or regulatory authority

Payment and late fees

All invoices are due within 7 days of receipt unless otherwise specified in writing. Payment may be made via bank transfer, credit card, or other agreed-upon method.

Invoices not paid within 7 days of the due date are considered past due and may incur a late fee of 1.5% per month (or the maximum permitted by law, whichever is less).

If an invoice remains unpaid more than 14 days past due, Designer reserves the right to:

• Pause all project work until the account is brought current
• Withhold delivery of in-progress or completed work until full payment is received
• Suspend access to staging sites, project files, or shared workspaces

Project timelines will be adjusted accordingly, and any rescheduling fees or rush charges that result from payment-related delays are the responsibility of the Client.

Content delivery and client responsiveness

Project timelines assume Client will provide requested content, materials, feedback, and approvals within 3 to 5 business days at each milestone.

If Client delays exceed 5 business days at any milestone, Designer reserves the right to:

• Reschedule remaining project phases based on current availability
• Charge a project reactivation fee of $250 if work is paused for more than 14 days
• Place the project on hold and resume only when scheduling permits, which may push launch dates by several weeks

If Client becomes fully unresponsive for 30 consecutive days without prior notice, Designer may consider the project abandoned.

Approvals and signoff

Approval of deliverables (designs, copy, page builds, and final launch) may be provided in writing via email, ClickUp comment, or other documented format.

If Client does not respond to a request for approval within 7 business days, the deliverable will be considered approved by default and work will proceed accordingly. (Note: this is separate from the 3–5 business day turnaround expected for content delivery and general feedback at each milestone — see Client Responsibilities.)

Revisions and scope changes

Included revisions

Each project includes 2 rounds of design revisions per template, along with minor content and layout adjustments during development and bug fixes during the testing phase.

A revision is defined as a refinement or adjustment within the originally approved direction. Examples include:

• Color, font, or spacing adjustments
• Copy edits within existing sections
• Image swaps within existing layouts
• Layout tweaks that don't restructure the page

Scope changes

Any of the following are considered scope changes and will be quoted separately:

• Adding new pages, sections, or features not in the original sitemap
• Switching to a fundamentally different design direction after approval
• Reworking content strategy, voice, or messaging after signoff
• Integrating new third-party tools, platforms, or services
• Reopening previously approved deliverables

Scope changes will be documented in writing with a quote, timeline impact, and approval required before work begins. Major scope changes may require a separate agreement or addendum.

Third-party services and fees

Domain registration, hosting, premium plugins, themes, software subscriptions, stock media, and other third-party services are not included unless explicitly stated.

Communication

Standard business hours are Monday through Friday, 9:00 a.m. to 5:00 p.m. Central Time, excluding U.S. holidays. Designer aims to respond within 24 business hours.

Warranty

Designer warrants that all components of this project will be free from material defects for 30 days following launch. Bugs, broken functionality, and display issues that existed at launch will be corrected at no additional charge.

This warranty does not cover:

• Issues caused by third-party plugins, themes, hosting platforms, or software updates outside of Designer's control
• Modifications made to the site by Client or any other party after launch
• Browser, device, or operating system changes that affect display or functionality
• Performance issues caused by external integrations, traffic spikes, or hosting limitations
• Content errors, typos, or data inaccuracies provided by Client

After the 30-day warranty period, ongoing maintenance and support are available through hourly support or a monthly retainer.

Cancellation and termination

Client-initiated cancellation

Client may cancel this agreement at any time by providing written notice. Upon cancellation:

• All deposits and payments made prior to cancellation are non-refundable and will be retained as compensation for work completed and scheduling commitments made
• Client will be invoiced for all work completed through the date of cancellation at the standard hourly rate, including any work in progress
• Designer will deliver all work completed to date in its current state, in standard export formats, within 14 days of receiving final payment

Designer-initiated termination

Designer reserves the right to terminate this agreement if:

• Client fails to provide required materials, access, or timely feedback after two written requests
• Client fails to make payment within 14 days of the due date
• Client requests work that violates Designer's ethical standards, applicable law, or falls outside the scope of this agreement
• The working relationship becomes untenable due to abusive, hostile, or bad-faith conduct

In the event of designer-initiated termination, Client will receive a prorated refund of any unused portion of payments made, less compensation for all work completed to date.

Mutual agreement

Either party may terminate this agreement by mutual written consent. Terms of such termination, including any refunds or final deliverables, will be agreed upon in writing at the time of termination.

Force majeure

Neither party will be held liable for delays or failure to perform under this agreement when such delays are caused by circumstances beyond reasonable control, including but not limited to:

• Serious illness, injury, or death of either party or an immediate family member
• Natural disasters, severe weather events, or public health emergencies
• Power, internet, or critical infrastructure failures
• Acts of war, terrorism, civil unrest, or government action

In the event of a force majeure delay, the affected party will provide notice as soon as reasonably possible, and project timelines will be adjusted accordingly.

Indemnification

Client agrees to indemnify and hold harmless Designer from any claims, damages, or legal costs arising from:

• Content, materials, or information provided by Client that infringes on third-party copyrights, trademarks, or other intellectual property rights
• Misrepresentations or inaccurate claims included in Client-provided content
• Use of the website or its content in violation of applicable law

Designer agrees to indemnify and hold harmless Client from any claims arising from Designer's gross negligence, willful misconduct, or unauthorized use of third-party intellectual property.

Limitation of liability

To the maximum extent permitted by law, Designer's total liability under this agreement, regardless of the cause of action, will not exceed the total fees paid by Client under this agreement.

Designer is not liable for any indirect, incidental, consequential, or punitive damages, including but not limited to lost revenue, lost data, or business interruption.

Governing law and dispute resolution

This agreement is governed by the laws of the State of Texas, without regard to its conflict of laws principles.

In the event of a dispute, both parties agree to first attempt resolution through good-faith negotiation. If a resolution cannot be reached within 30 days, either party may request non-binding mediation in Harris County, Texas, with costs shared equally.

If mediation does not resolve the dispute, either party may pursue legal action in the state or federal courts located in Harris County, Texas.

Entire agreement

This agreement, together with any signed contract, statement of work, or written amendment, constitutes the entire agreement between the parties. No verbal agreements, side deals, or informal understandings will be considered binding unless documented in writing and signed by both parties.

Investment Summary

Here's a quick-reference overview of all pricing options and add-ons covered in this proposal.

All options can be combined. Payment structures include 50/50, three milestones, monthly installments, or pay-in-full with a 5% discount. See Payment Options for details.

Ready to Get Started?

Here's how we'll move from proposal to project:

We're excited about the possibility of working together! If anything in this proposal needs adjusting, or you want to talk it through before deciding, just reach out. We're here to make this process as smooth and enjoyable as possible.

Looking forward to bringing your vision to life!