What’s included in the Client Offboarding Template Bundle:

• • – Client Offboarding Task List & Dashboard

• • – Client Offboarding SOP Template

• • – Client Offboarding Pack Template, including suggested copy

• • – Client Feedback & Testimonial Form Template

• • – 6 x templated client offboarding emails

• • – 1 x template client offboarding call agenda

• • – Task management native automations (ClickUp only)

• • – Walkthrough videos showing you how to download, set-up and customise the templates for your business

• • – Access to our Training & Support portal

What’s included in the Lead & Client “Everything” Template Bundle:

– Client Services Guide Template, including suggested copy

– Client Proposal Template, including suggested copy

– Community Engagement & Nurture Tracker & Dashboard

– Sales Pitch Tracker & Dashboard

– Lead Pipeline CRM Tracker & Dashboard

– Lead Pipeline Management SOP Template

– 7 x templated lead pipeline management emails

– 1 x template discovery call agenda

– Client Onboarding Task List & Dashboard

– Client Onboarding SOP Template

– Client Onboarding Pack Template, including suggested copy

– Client Onboarding Form

– 4 x templated client onboarding emails

– 1 x template client onboarding call agenda

– Client Management Database

– Service Delivery Check-In Form

– Client Offboarding Task List & Dashboard

– Client Offboarding SOP Template

– Client Offboarding Pack Template, including suggested copy

– Client Feedback & Testimonial Form

– 6 x templated client offboarding emails

– 1 x template client offboarding call agenda

– Task management native automations (ClickUp only)

– Walkthrough videos showing you how to download, set-up and customise the templates for your business

– Access to our Training & Support portal