Essential CX Toolbox

Ready to use templates and scripts for service and solution providers.

What's inside Essential CX Toolbox:

Say The Right Thing
10 pre-written scripts for you to copy and paste for your canned responses⁣⁣.

• Intro email
• Meeting agenda
• After consult call
• Send proposal
• Proposal accepted
• Welcome email
• Weekly updates/status reports
• Wrap up/handoff
• Testimonial request and approval

50+ live chat and quick replies for chat and social media.

Better Workflows Guide
Know how to plan your process, a checklist of admin tasks to do before and after you get a new client, and a step-by-step tutorial to walk you through the process of setting up HoneyBook and Dubsado.

• Plan Your Process
• Beginner's Guide: Dubsado
• Beginner's Guide: HoneyBook
• Client onboarding checklist

Better CX Checklist
Learn how to improve the client experience for your business and your website.

Canva templates
Three customizable templates for onboarding and offboarding clients.

• New Client Kit Checklist - know what to add to your packets
• Intro Packet
• Welcome Packet
• Launch Guide/Thank You Packet

Bonuses

Trello and Asana templates
Four done-for-you templates to help you manage your clients and projects⁣⁣

• Sales funnel to track projects
• Board to manage client’s project
• Business tasks - add your daily/weekly/monthly tasks
• Workflows board - add your systems and processes

SOP Starter Guide
Create your standard operating procedures for your processes.

• SOP checklist - what to include
• SOP template - starter template
• List of tools and resources for your business
• Tools list spreadsheet - list your tool, its function and link to login

Info

What's your refund policy?
Since this is a digital download, no refunds will be made after purchase. Please read the Terms here.
And reach out to me if you have any questions before purchasing.


What should I look out for after purchasing?
Look for PAYHIP*BCSLLC on your bank statement.