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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


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


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.

You will get a PDF (216KB) file

$ 27.00

$ 27.00

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