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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 email templates for onboarding and offboarding clients⁣⁣.
  • Intro email
  • Meeting agenda
  • After consult call
  • Send proposal
  • Proposal accepted
  • Welcome email
  • Weekly updates/status reports
  • Wrap up/handoff
  • Testimonial request and approval
Better Workflows Guide
Know how to create a process plan, what admin tasks to do before and after you get a new client, and a step-by-step guide to walk you through the process of setting up HoneyBook and Dubsado.
  • Process plan and client onboarding checklist
  • Beginner's Guide: Dubsado
  • Beginner's Guide: HoneyBook
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 - 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

Coming soon: More scripts for live chat and social media support, full videos on how to set up Dubsado and HoneyBook


Start with the Starter Guide Essential CX Toolbox to view all of the links and templates. Reach out to me if you have any questions.

Note: Since this is a digital download, there no refunds after purchase is made. Please read the Terms here.

You will get the following files:

  • PDF (214KB)
  • PDF (120KB)
  • PDF (160KB)
  • PDF (131KB)
  • PDF (185KB)
  • PDF (182KB)

$ 17.00

$ 17.00

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