MODULE 3 RESOURCES
Module 3 Resources
1:1 Client Onboarding Process
In this done-for-you project dashboard, you’ll get all of the automation templates, template banks, and SOPs necessary to seamlessly onboard your new 1:1 clients 😍
*Note: this is a CSV file. Simply create a new project on your preferred task management platform (Asana, Trello, Notion, etc).
Select “Import“, so you can import this CSV file. Just make sure you check all of the descriptions with the embedded links. 🔗
Offer Enquiry Response Bank
In this done-for-you template bank, you’ll get 23 enquiry templates based on 4 different offer types. This will take a lot of thinking out of responding to potential clients (while also helping the process along 😍)