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
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
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
Community Engagement & Nurture Tracker Template
What’s included in the Community Engagement & Nurture Tracker Template:
– Community Engagement & Nurture Tracker Template
– Community Engagement & Nurture Overview Dashboard
– Templated process in task description
– Task management native automation (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 Onboarding Task List
What’s included in the Client Onboarding Task List Template:
– Client Onboarding Task List Template
– Client Onboarding 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
Lead Pipeline CRM Tracker Template
What’s included in the Lead Pipeline CRM Tracker Template:
– Lead Pipeline CRM Tracker Template
– Lead Pipeline CRM KPI 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 Management Database Template
What’s included in the Client Management Database Template:
– Client Management Database Template Tracker
– Client Management 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