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Are you finally ready to be confident in working with clients?
Learn the skills, strategies, and tools you need to streamline your client experience in less than 2 weeks (even if you’re a beginner).
Does this sound familiar?
You know you should be communicating with clients
but you have no clue what to say.
You need to be keeping track of projects but you’re spending hours trying to figure out what to work on.
You know that in order to keep everything running smoothly you need streamlined and automated workflows.
Having a consistent and positive client experience can be one of the best things you can do for your business but you don’t have to be a CX expert if you have the right tools to help you simplify #AllTheThings from inquiry to offboarding.
What would happen if you could...
- Create a simplified onboarding + offboarding system so clients know what to expect and when
- Confidently know what to say and do when a new lead wants to work with you
- Put more energy toward creating and engaging with your audience
- Finally hire a virtual assistant so you can focus on what you do best
Introducing...
Essential CX Toolbox
Done-for-you templates for solo service providers who want to simplify and automate their client experience using their favorite tools.
How to stop reinventing the wheel
(plus learn the skills and strategies you need to do-it-yourself)
Swipe Files
To help you say the right things in your emails, social media replies, and live chat.
Starter Templates
To help you manage projects and clients whether you’re #TeamAsana or #TeamTrello.
CRM Guides
To help you set up HoneyBook or Dubsado workflows. Plus, section header templates for your brochures and forms for Canva users.
What's included?
Every Essential CX Toolbox comes with instant access to member’s only area, lifetime access with updates and bonuses, email and chat support, plus…
- 10 pre-written scripts for you to copy and paste for your canned responses.
- 50+ live chat and quick replies for chat and social media.
- Step-by-step tutorial for Dubsado and HoneyBook users. Plus, Canva graphics for your header sections.
- Client Action Plan so you know what to do before and after they book with you.
- Workflow Builder and guide to help you map out your workflows.
- Guide to help you improve your client experience on your website and back-office.
- Plus, more templates and training lessons to come.
Get instant and lifetime access to the Toolbox for only $27
Plus, bonuses to sweeten the box
Bonus #1: Project templates
- New Client Kit checklist so you know what to add to your packets/guides.
- 3 customizable Canva graphics: Intro Packet, Welcome Guide, Launch Guide
- 4 templates for Asana and Trello to help you manage your clients and projects.
Bonus #2: SOP Starter Kit
- Starter template to jump start your documentation
- List of tools to use for SOP creation
- Spreadsheet to keep track of your business tools and logins
Bonus #3: Savings
- Special savings on VIP Tech Day and other services for hands-on support to help you launch your offers
- Discounts on Asana, Dubado, and Honeybook for paid plans
Essential CX Toolbox works for:
- Semi-savvy coaches + creators who want to GSD without the roadblocks
- Consultants who want to spend less time doing manual work + stop getting distracted by all the little things
- New business owners who want to skip the guesswork and know what to do first (or next)
- Anyone who wants to improve their client experience, automate workflows, and focus on growing their business and team
Questions?
After purchase, you’ll get instant access via MemberVault!
Inside you will find all course material including tutorials, templates, tools and resources, and PDF guides.
Since this is a digital product with instant access to all materials, there is a no refund policy.
If you have any questions before purchasing, please use the chatbot on the bottom left or send a DM and I’d be happy to answer any questions you have.
You can copy and edit any of the templates in Asana, Trello, and Canva with a free plan.
If HoneyBook or Dubsado is not in your budget, the starter templates in Asana and Trello were made for that reason. You’ll be able to manage clients and projects for free.99.
Yes. You’re automatically added to the program after purchase. There’s a 20% commission on all sales when you use your affiliate link. (Like the Toolbox? Share your affiliate link and get paid every month.)
Everything included in the Toolbox:
- 10 pre-written scripts for your canned responses.
- 50+ live chat for chat and social media.
- Step-by-step tutorial for Dubsado and HoneyBook.
- Client Action Plan so you know what to do before and after they book with you.
- Workflow builder and guide to map out your CX.
- Guide to help you improve your client experience.
- Done-for-you templates in Asana and Trello for project and client management
- Customizable templates in Canva for client onboarding
- Savings on VIP intensives and on Asana, Dubsado, and HoneyBook
- Instant access and lifetime access to all future updates
- Email and chat support for any questions