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 Onboarding Form Template
What’s included in the Client Onboarding Form Template:
– Client Onboarding Form Template
– Automated review process (ClickUp only)
– Access to our Training & Support portal
Service Delivery Check-In Form Template
What’s included in the Client Delivery Check-In Form Template:
– Client Delivery Check-In Form Template
– Automated review process (ClickUp only)
– Access to our Training & Support portal
Sales Pitch Tracker Template
What’s included in the Sales Pitch Tracker Template:
– Sales Pitch Tracker Template
– Sales Pitch 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
Client Support Request Tracker
What’s included in the Client Support Request Tracker:
– Customisable Client Support Request Form
– Task list for tracking support requests from start to finish
– Task automation for seamless request management (ClickUp only)
– Client Support Dashboard (ClickUp only)
– Easy-to-follow setup and customisation walkthrough videos
– 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
Application Form & Hiring System
What’s included in the Application Form & Hiring System:
– 10 x application form examples for different roles
– Application Form Hiring Masterclass to help you create a seamless and effective hiring process
– Walkthrough videos for each template format, guiding you through setup and customisation
– Access to our Training & Support portal
Team Meeting Action Tracker
What’s included in the Team Meeting Action Tracker:
– Team Meeting Action Tracker template
– Pre-set structure for tracking meeting notes, action items, and accountability
– Task management native automations (ClickUp only)
– Walkthrough videos showing you how to utilise the template in your business
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– Access to our Training & Support portal
Team Management Database
What’s included in the Team Management Database:
– Team Management Database template with actionable tasks (ClickUp only)
– Templated process in task description
– Walkthrough videos showing you how to download, set up, and customise the template for your business
– Access to our Training & Support portal
Team Recurring Task List
What’s included in the Team Recurring Task List:
– A structured task list template for tracking recurring admin tasks
– Pre-set categories for weekly, monthly, and quarterly responsibilities
– Customisable task assignments and due dates
– Walkthrough video of how to utilise the template in your business
– Access to our Training & Support portal
Team Holiday Calendar
What’s included in the Team Holiday Calendar:
– Team Holiday Calendar template in multiple formats
– Walkthrough videos showing you how to import, set up, and utilise the template in your business
– Access to our Training & Support portal
Team Feedback Form
What’s included:
– Team Feedback Form template
– Automated review process (ClickUp only)
– Walkthrough videos showing you how to download, set up, and customise the template for your business
– Access to our Training & Support portal