Client Communication Bundle
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Not sure what to say with your clients?
This big bundle of templates and forms is the perfect solution. It includes more than 120 templates for client prospecting, sales conversion, onboarding, and more. (A $134 value.)
INCLUDES THESE PASS-ALONG MATERIALS:
CLIENT MANAGEMENT FORMS – PROSPECTS & CLIENTS
Includes a Prospective Client Inquiry template, Quote Request, Email to Send with Worksheet, Work Authorization Form, Client Strategy Worksheet, Email to Send with Drafts, Email to Send with Final Files, File Instructions, and Proof Notice
COACHING ONBOARDING FORMS
These coaching onboarding forms are designed to capture information from new coaching clients. They can be used for a wide variety of types of career coaching, including job search coaching, career discovery coaching, career transition coaching, networking coaching, interview preparation coaching, career development coaching, executive coaching, succession coaching, and salary negotiation coaching.
COACHING TOOLS: WHAT DO YOU WANT TO BE WHEN YOU GROW UP?
This self-assessment exercise is designed to help clients explore a new career direction, reinforce their existing career path, or simply move forward. It includes the “Nine Es Exercise” to help clients evaluate what they like best about their current position.
These are all WORD documents so it's easy to customize them or put your branding on them!
CLIENT LETTERS & FORMS (Special Report)
Looking for the right words to use with your clients? Start with this 102-page special report, filled with template letters and emails for prospecting, business administration, securing the sale, onboarding both resume writing and coaching clients, client management, payment, marketing, business growth, and membership site administration. Examples include: letter/email to follow up with someone you met at an event, when a client isn’t a good fit, coaching success guidelines, when a client isn’t following through, increase in fees, failed payment follow-up, and more.
MORE CLIENT LETTERS & FORMS (Special Report)
The sequel to the original “Client Letters & Forms,” this 67-page special report is chock-full of template letters/emails and forms with emphasis on coaching clients — for prospecting (9), marketing (7), client onboarding (15), client management (9), payment (9) and membership/membership sites (3).
These are Special Reports (you can retype the content to create templates to use with your prospects and clients).