3 options TO SERVE YOU:

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 Progression

Bundle

 

 

Who:

Established Service providers & coaches that: 

  • Are just getting by 

  • don't like their current processes and documents

  • Are ready to step-up their game

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CUSTOMIZED

Bundle

 

 

Who:

Any stage Service providers & coaches that: 

  • want to level-up 

  • are not sure where to start

  • want a partner to walk through the process with

 

what:

included in the bundle:

  • you pick and choose the items we create for you

  • 60 minute 1:1 session to talk through your business needs, processes and next steps 

 Beginner

Bundle

 

who:

Service providers and coaches that: 

  • Don't have a process for brining on new clients

  • Are just starting out

  • Feel nervous when a discovery call is scheduled 

  

 whAt:

Included in the bundle: 

  • intake form

  • welcome packet or email

  • email templates

  • online form creation

  • off-boarding packet or email

  • off-boarding questionnaire (w/testimonial request)

  • 1:1 Walkthrough 

what:

Included in the bundle:

create or reenergize existing:  

  • intake form

  • Welcome packet or email

  • email templates

  • online form 

  • off-boarding packet or email

  • off-boarding questionnaire (w/testimonial request)

  • 1:1 personal walkthrough

  

Why:

Because you need a streamlined system to offer a
 

professional   personalized   informative

 

experience to each and every client you serve. 

How:

we will work in tandem to build or refine processes and


templates that you can:
 

 manually implement  or   plug into a crm  

 for your viewing pleasure:  Business Bundle commercial