Client Success Template Bundle ($27)

✔️ Template 1: Discovery Call Blueprint

• A thorough list of steps to take before and during the discovery call to help you feel prepared and confident, and provide a smooth experience for your prospective client.

✔️ Template 2: Clarity Questionnaire

• A questionnaire for yourself so you can get clear on the type of clients you want and get a better idea of the kinds of questions you should be asking in your lead intake form.

✔️ Template 3: Pre-Call Questionnaire

• A done-for-you questionnaire you can plug straight into your business that will save you hours on the intake process, get all the information upfront and focus on serving your new client!

✔️ Template 4: Discovery Call Scripts

• So you can stay on track, improve your close rate and feel confident the whole way through!

✔️ Template 5: Onboarding Email Templates

• So you can onboard your new clients with efficiency and excellence!

--Only $27--

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