What’s included in your Client Proposal Template:
– Client Proposal Template, complete with suggested copy
– Access to our Training & Support portal
Client Onboarding Pack Template
What’s included in your Client Onboarding Pack Template:
– Client Onboarding Pack Template, complete with suggested copy
– Access to our Training & Support portal
Client Services Guide Template
What’s included in your Client Services Guide Template:
– Client Services Guide Template, complete with suggested copy
– 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 Onboarding Template Bundle
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
Client Offboarding Template Bundle
What’s included in the Client Offboarding Template Bundle:
-
- – Client Offboarding Task List & Dashboard
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- – Client Offboarding SOP Template
-
- – Client Offboarding Pack Template, including suggested copy
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- – Client Feedback & Testimonial Form Template
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- – 6 x templated client offboarding emails
-
- – 1 x template client offboarding call agenda
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- – Task management native automations (ClickUp only)
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- – Walkthrough videos showing you how to download, set-up and customise the templates for your business
-
- – Access to our Training & Support portal
Lead Management Template Bundle
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
Lead & Client Everything Template Bundle
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