Discover our client management templates!

While all of our templates can be used in isolation, they are also complementary and work really well together. We therefore offer the following discounts for purchasing multiple products together so you can pick’n’mix them to your choosing:

- Buy 3+ products >> 10% discount

- Buy 5+ products >> 15% discount

- Buy 10+ products >> 20% discount

These discounts automatically apply or update to the items in your cart when you add the required number for the discount to become applicable, there is no code needed.

Please note that the pre-made bundles are not included in the multi-buy discount offer, as the templates included already have a higher discount applied than if you purchased them individually, or as part of the multi-buy discount noted above.

Maybe, but they aren’t quite as easy to use. You have a couple of options:

Watch the walkthrough videos of the other format(s) and use that to design/inform your asset creation in your desired software. Please note that you may not be able to recreate a template like for like in another software as it may lack the functionality of the software we have built templates for.

Where a product indicates that it is sold in CSV format, you can check if the software you wish to use with the template has a CSV import option. Please note that where using the CSV import option, it may not have the same capability or functionality as other formats, as it depends on the features available in your chosen software and how well their import feature works, which we are not in control of.

All of the templates that we sell can be used in the free version of the software for which they are designed, with any exceptions noted below:

- Email automations in ClickUp templates only work on the Business Plan or above

However, you may find that there are usage limits dependant on the plan you are on. For example, there is a limit to the number of custom fields you can use in ClickUp. If you have already used the number associated with your plan, or if in using your template you reach your limit, then you may want to consider adjusting your plan.

We have a dedicated Training and Support hub you will gain access to on purchase that has all the steps (both in written and video form) for you to download templates in each of the formats we provide.

In addition, each of the templates (excluding the formats noted below) have a custom video tutorial walking you through exactly how to set up, customise and leverage your template for your business.

We are unable to provide custom video tutorials for CSV formats as it entirely depends what software you are using as to how you would set it up and customise it. You can, however, watch the video tutorial for the alternative format(s). We don’t provide any templates exclusively in a CSV format for this reason.

The Google Docs, Google Sheets and Canva based templates have a combination of written instructions and video tutorials depending on the level of knowledge required to use the template.

There is no customised or 1:1 support included in the price of the templates. We do, however, provide access to a limited number of discounted 1:1 calls for customers of our digital shop each month to provide additional support in setting up and customising templates for your business. Access to these is not guaranteed and we may cease offering these at any time.

For as long as we sell them. If we do ever decide to discontinue a product, or the shop itself, we will give you 30 days notice to download any templates and training and support resources out of your portal so you can retain access to them for as long as you wish.

You will be sent two emails immediately upon purchase; one is a receipt and the other with details of how to log into your portal and access your product(s).

When you’ve logged into the portal, check out the short welcome video giving you a tour of the different sections and our recommendation for moving through them and then go ahead and download and customise the assets you purchased!

Most templates come in multiple formats in order to provide you with flexibility with what software you wish to use in your business. You can see which format each template comes in by looking at the coloured tags associated with them.



When you buy a template, you get access to all of the formats that the product indicates via these tags. It is intended that you select your preferred format and then download and use that format only (although you are also welcome to use them all, they are your templates!).

Please note that where using the CSV import option, it may not have the same capability or functionality as other formats, as it depends on the features available in your chosen software and how well their import feature works, which we are not in control of.

We have worked with clients that have featured on platforms such as TedX, Forbes and Thrive Global and are generating annual revenue of up to £10 million+ a year to design and structure their operations, as well as hire and manage their teams.

We have on-the-ground, lived experience in hiring, management and leadership of hundreds of people over the last decade, both in corporate and creative industries. These templates and resources have been created as a direct result of this experience.

Yes, all templates are fully editable when you have downloaded them into your system.

If your question isn’t answered here, send us an email on support@rachaelgunn.com and we’ll be happy to answer it for you.