What’s included in the Client Offboarding Emails and Call Agenda Templates:
– 6 x templated client offboarding emails
– 1 x template client offboarding call agenda
– Access to our Training & Support portal
Client Feedback & Testimonial Form Template
What’s included in the Client Feedback & Testimonial Form Template:
– Client Feedback & Testimonial Form Template
– Automated review process (ClickUp only)
– Access to our Training & Support portal
Client Offboarding Pack Template
What’s included in your Client Offboarding Pack Template:
– Client Offboarding Pack Template, complete with suggested copy
– Access to our Training & Support portal
Client Offboarding SOP Template
What’s included in the Client Offboarding SOP Template:
– Client Offboarding SOP Template including a swipeable process
– Access to our Training & Support portal
Client Offboarding Task List Template
What’s included in the Client Offboarding Task List Template:
– Client Offboarding Task List Template
– Client Offboarding Overview Dashboard
– Templated process in task description
– 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
Case Study Management Kit
What’s included in the Case Study Management Kit:
– Client Experience Survey (ClickUp and Airtable)
– Email templates
– Case study template
– Task list to track progress
– Case study database
– Easy-to-follow setup and customisation walkthrough videos
– Access to our Training & Support portal