Onboarding / Off Boarding Package
Our Onboarding / Off Boarding Package provides you with all the tools you need to create a seamless process. This is essential in starting engagements off on the right foot. When the processes go well and your client feels taken care of, you can ensure there will be more opportunities to upsell.
This package includes:
Proposal Email Template
This template allows me to send proposals in under 5 minutes by adding an agreement, invoice, and hitting send!
Graphics and a how-to video is also included.
Welcome Email Template
This Welcome Email provides clients with next steps to help you manage expectations and for clients to always know what is pending.
Graphics and a how-to video is included.
Welcome Packet Template
Our welcome packet covers all those administrative items that are likely in your agreement terms…but your clients never read. By formatting it in a more digestible way your clients are more likely to click on those affiliate links, meet the team, and know your hours of operations.
A how-to video is included.
Off Boarding Emails 1 & 2
For those projects that ended on good terms and you want to have a clean cut, these off boarding emails help the client know what needs to be completed on their end.
A how-to video is included.
Off Boarding Packet Template
Finally, if you want to encourage more referrals, mention your other services, and send your client off with one last Thank You, the off boarding packet has thought of everything.
A how-to video is included.
Our Onboarding / Off Boarding Package provides you with all the tools you need to create a seamless process. This is essential in starting engagements off on the right foot. When the processes go well and your client feels taken care of, you can ensure there will be more opportunities to upsell.
This package includes:
Proposal Email Template
This template allows me to send proposals in under 5 minutes by adding an agreement, invoice, and hitting send!
Graphics and a how-to video is also included.
Welcome Email Template
This Welcome Email provides clients with next steps to help you manage expectations and for clients to always know what is pending.
Graphics and a how-to video is included.
Welcome Packet Template
Our welcome packet covers all those administrative items that are likely in your agreement terms…but your clients never read. By formatting it in a more digestible way your clients are more likely to click on those affiliate links, meet the team, and know your hours of operations.
A how-to video is included.
Off Boarding Emails 1 & 2
For those projects that ended on good terms and you want to have a clean cut, these off boarding emails help the client know what needs to be completed on their end.
A how-to video is included.
Off Boarding Packet Template
Finally, if you want to encourage more referrals, mention your other services, and send your client off with one last Thank You, the off boarding packet has thought of everything.
A how-to video is included.
Our Onboarding / Off Boarding Package provides you with all the tools you need to create a seamless process. This is essential in starting engagements off on the right foot. When the processes go well and your client feels taken care of, you can ensure there will be more opportunities to upsell.
This package includes:
Proposal Email Template
This template allows me to send proposals in under 5 minutes by adding an agreement, invoice, and hitting send!
Graphics and a how-to video is also included.
Welcome Email Template
This Welcome Email provides clients with next steps to help you manage expectations and for clients to always know what is pending.
Graphics and a how-to video is included.
Welcome Packet Template
Our welcome packet covers all those administrative items that are likely in your agreement terms…but your clients never read. By formatting it in a more digestible way your clients are more likely to click on those affiliate links, meet the team, and know your hours of operations.
A how-to video is included.
Off Boarding Emails 1 & 2
For those projects that ended on good terms and you want to have a clean cut, these off boarding emails help the client know what needs to be completed on their end.
A how-to video is included.
Off Boarding Packet Template
Finally, if you want to encourage more referrals, mention your other services, and send your client off with one last Thank You, the off boarding packet has thought of everything.
A how-to video is included.
