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 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
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
360 Feedback Review Form
What’s included in the 360 Feedback Form:
– 360 Feedback Form template for peers and self assessment
– Structure for collecting multi-source feedback
– Walkthrough videos showing you how to download, set up, and customise the template for your business
– Access to our Training & Support portal
Team Offboarding Feedback Form
What’s included in the Team Offboarding Feedback Form:
– Team Offboarding Feedback Form template
– Example questions covering role experience, company culture, and improvement suggestions
– Walkthrough videos showing you how to download, set up, and customise the template for your business
– 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:
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- – Client Offboarding Task List & Dashboard
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- – Client Offboarding SOP Template
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- – 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
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- – 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
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- – Access to our Training & Support portal
Team Offboarding Bundle
What’s included in the Team Offboarding Bundle:
– Team Offboarding SOP
– Team Offboarding Feedback Form
– Team Offboarding Task List
– Team Offboarding Email & Call Agenda Templates
– 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
Team Management Bundle
What’s included in the Team Management Bundle:
– Team Meeting Action Tracker
– Team Management Database
– Team Recurring Task List
– Team Holiday Calendar
– Personal Development Plan
– Role Scorecard
– Team Feedback Form
– 360 Feedback Review Form
– 360 Feedback Form SOP
– Difficult Conversation Scripts
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal