6 Customizable Canva Templates: Case Study Services & Pricing Proposal Client Onboarding Social Media Strategy Analytics Report PLUS! 8 Client Experience Resources: New Lead Email Template - so you know exactly what to send to a lead when they contact you for the first time about your services. Intake Survey Swipe Copy - so you can gather all the info you need in order to qualify whether a lead is a match for your business & schedule a call. Discovery Call Planner - to help you be totally prepared to host an informative, organized first time call with a lead. Pitching Email Template - so you can formally share your packages, pricing & next steps with a lead (and follow up if necessary). Client Onboarding Email Template - to help you confidently support your client with clear communication & detailed next steps. New Client Survey Swipe Copy - so you can gather every important detail you need from a client before you kick off their service. Client Setup Checklist - so you can outline exactly what you need from your clients in order to get started. Social Proof Survey Swipe Copy - to help you gather insightful feedback & awesome testimonials from clients on a regular basis. A few more things: Copy prompts to guide you through template customization (we tell you what information to include + where) Flexible & easy to customize to reflect your business’ branding Canva basics tutorial which walks you through how to access the template & start customizing (no design background needed) Images not included* Canva Pro account is recommended *Please note that some template design elements may need to be replaced in order to save / share with free Canva account. Description Elevate your client experience with these customizable Canva templates AND additional onboarding resources — specifically for social media managers & digital marketers. Ready to deliver a memorable onboarding experience to all of your clients?! With this Client Experience Bundle you get everything you need to kick off a new client relationship on the right foot (and retain them for the long haul!). Here’s the thing: the “Client Experience" doesn't begin when someone has agreed to work with you — it actually starts much earlier — the moment they discover your business. First impressions matter. From the very first email, you’ll want to WOW them, WOO them & totally WIN them over! That means making an ongoing commitment to provide excellent communication and next level customer service. When a client feels immediately supported by your business — via clear communication and a smooth, thoughtful process — it immediately establishes trust & confidence, making the decision to work with you a total no-brainer. If you currently feel like you can't create an exceptional experience for your clients because you're too busy flailing (or feeling like you have to reinvent your process with each new lead) we've got you covered. In addition to saving money simply by bundling up 6 of our most popular Canva templates, the Client Experience Bundle also includes 8 additional resources – providing you with all the email copy & swipe files you need to create professional forms, surveys & email workflows for client onboarding. All you have to do is copy / paste. It’s a $299+ value! Simply add your own branded images & change the template’s colors, fonts, and other design elements to fit your business. Not exactly your style? Browse our other Client Experience Bundles.
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