- Lead Capture Template: Seamlessly capture potential client information for a smooth transition from lead to client.
- Proposal Template: Showcase your services in a professional document, providing clients with all the information they need to make an informed decision about working with you (Canva Template)
- Welcome Guide: Set clear expectations for your clients from the start (Canva Template)
- Check in form: Gather feedback throughout working with a client to identify areas of improvement (Google Form Template)
- Farewell Guide: Ensure a smooth and positive offboarding experience that leaves a lasting impression (Google Form Template)
- Feedback Form: This is a great way for clients to reflect on their time with you and gives them the opportunity to offer feedback to improve your services for future clients (Canva Template)
- Canned Email Templates: Eliminate the guesswork and save time with our pre-written email templates for every stage of the client journey. From initial contact to follow-ups and welcome emails, we’ve got you covered.
Includes:
Plus, you'll also receive a copy of all the questions used in the Google Forms, allowing you to easily adapt them for other tools.
By investing in this bundle, you will gain clarity on your client experience and demonstrate the level of professionalism your clients can expect when working with you. No more second-guessing or wasting time creating assets from scratch. With our carefully crafted templates, you can piece together a seamless client journey effortlessly.
Client Experience Bundle
For Virtual Assistants & Social Media Managers
£79
If you're a Virtual Assistant or Social Media Manager looking to elevate your client experience and ensure it reflects the premium service and commitment you provide to your clients, then I have exactly what you need.
As a VA and certified Dubsado specialist with over 3 years of experience, I've developed a 5-step framework that guides you through every phase of your client journey - from initial enquiry to project completion. This framework is designed to give you complete clarity at each stage and ensure your clients receive the best possible experience.
