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- Total Client Experience
SKU:
TCE1
Total Client Experience
$699.00
$249.00
$249.00
On Sale
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per item
The Total Client Experience Kit includes thoughtfully developed tools covering every stage of your business workflow, from attracting leads and aligning expectations to getting paid on time (without awkwardness) and wrapping up with professionalism.
- Website Copy Templates – Customizable About Me, Services, and Contact page drafts.
- Case Study Template – A format to highlight client needs, your approach or solution, and measurable results.
- Portfolio Templates – Individual project page and portfolio index layout to showcase your work at a glance.
- Proposal Templates – Two clear, customizable structures for outlining scope, deliverables, timeline, and pricing.
- Contract Example – An example of an agreement that defines terms, protects your work, and ensures both sides are aligned.
- Welcome Emails – Two versions of a message to kick off the project.
- Intake Forms/Kickoff Call Outlines – Clear forms to collect client goals, preferences, and deadlines; these can also be used as the outline for a kickoff call.
- Kickoff Checklists – An internal tool to ensure you have everything in place before you start.
- Invoice Template – Branded and editable for clear, professional billing.
- Initial Invoice Email – Two versions of a polite, professional message to send with the initial invoice.
- Payment Reminder Email – Friendly language to nudge clients close to the due date.
- Past Due Notification – Firm but respectful wording to use if payment is late.
- Wrap Up Emails – Two versions of a message to turn over the final deliverables or outputs and provide instructions.
- Testimonial Request – A simple template for asking clients to share feedback.
- Next Steps / Additional Offerings Email – A gentle prompt to continue the relationship or explore future services.