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.
Better CX Checklist
- Plan Your Process
- Beginner's Guide: Dubsado
- Beginner's Guide: HoneyBook
- Client onboarding 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
SOP Starter Guide
- 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
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.