Your Client Delivery Kit
Delivering a smooth,Ā streamlined client experience doesnāt have to be complicated.Ā Here are some done-for-you resources, templates, and process that you can use to work with your very first clientsĀ ā from onboarding to offboarding and everything in between.Ā Explore the toolkit below to keepĀ thingsĀ organised and stress-free while running your empire!
Working with Clients 101Ā š©āš«
Below, you can download our Best Practice Cheat Sheet for working with private clients, plus a Client Delivery Checklist that gives you an idea of the different steps you can take whenever you sign a new private client.
Client Delivery AdminĀ āļø
HereĀ you'll find a comprehensive ClientĀ Onboarding Pack, which includes email templates for onboarding and contract delivery, contract templates, onboarding forms, and a Google Drive set up checklist. Adapted versions for beta coaching are included where relevant.Ā
You can also grab your client tracker to help you stay organised with where each of your clients is at, and an example workbook to guide your coaching programme creation!Ā
Accountability, Feedback & TestimonialsĀ š¤
Ā In this section, you'll find examples of accountability checkpoints and feedback loops, giving inspiration to develop your own.
We've also included a Testimonial Gathering pack for you that includes templates for written and video testimonial forms, as well as email sequences / follow up templates that you can make your own!
Sales CallsĀ āļø
Below you'll findĀ a Canva pitch deck template (with some examples) for you to use at the end of your sales calls.
When creating your own version - keep it SIMPLE. All you need is 1-3 slides, absolute max.
