What’s included in your Client Proposal Template:
– Client Proposal Template, complete with suggested copy
– Access to our Training & Support portal
We are an operations consultancy helping service-based agencies create, document, and automate every process in the operation so that the owner can extract themselves, the team can run the business, and their clients get the best experience.
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What’s included in your Client Proposal Template:
– Client Proposal Template, complete with suggested copy
– Access to our Training & Support portal
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What’s included in your Client Onboarding Pack Template:
– Client Onboarding Pack Template, complete with suggested copy
– Access to our Training & Support portal
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What’s included in your Client Services Guide Template:
– Client Services Guide Template, complete with suggested copy
– Access to our Training & Support portal
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What’s included in your Client Offboarding Pack Template:
– Client Offboarding Pack Template, complete with suggested copy
– Access to our Training & Support portal
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What’s included in the Client Onboarding Template Bundle:
– Client Onboarding Task List & Dashboard
– Client Onboarding SOP Template
– Client Onboarding Pack Template, including suggested copy
– Client Onboarding Form Template
– 4 x templated client onboarding emails
– 1 x template client onboarding 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
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What’s included in the Client Offboarding Template Bundle:
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What’s included in the Lead Management 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
– 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
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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
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