Service Provider Client Experience Bundle

 The Service Provider Client Experience Bundle includes everything you need for a smooth and seamless client experience.

It includes:

  • Client onboarding roadmap with email templates
  • Client offboarding roadmap with email templates 
  • Client welcome package template 
  • The ultimate tools & resource guide

With these resources, you'll be able to streamline your client onboarding process, create a memorable welcome experience, and ensure a smooth offboarding process, plus know all the tools and resources needed to make this all happen.


*Please Note: The templates are a digital product (Google Docs & Canva), they are not a physical product


  1. New clients: please create your account so we can email you all the details you need
  2. Existing clients: please enter the email & password you use to access your client account

*You MUST create an account even though this is a template. Our system won't process it unless you do so


Payment will be deducted from your Credit Card or Paypal account automatically. A receipt will be available if needed.


You'll be directed to a thank you page and also receive an email with the next steps to accessing your templates.

Have questions? Email me at [email protected] 

$25.00 USD

Add the ClickUp Client Management Template for only $5.25! (save 25% off)


Simplify and organize your client relationships with the ClickUp Client Management Template, designed to effortlessly manage New Leads, Current Clients, and Past Clients. This template allows you to effortlessly track leads, nurture current relationships, and archive past clients, all within one area.

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