Client Success Toolkit
Manage your clients with ease with my proven templates, trainings and resources
£17
As Seen In:
Calling all Coaches, Consultants, Social Media Managers and Virtual Assistants!
Do you want to manage your clients rather than feeling like they’re managing you?
Get instant-access to the
Client Success Toolkit today!
The Client Success Toolkit is a bundle of my most effective client management tools, templates and trainings for online service providers!
These tools and techniques have earned me over 6-figures and now they’re available to you to set you up for success with your clients so you can build your business with ease
Why choose the Plan Your Capacity For Success masterclass replay?
Here’s what’s waiting for you inside the Client Success Tookit:
🌟 How Not to Give Away Your Knowledge for Free (Mini Video Training)
Say goodbye to undervaluing your expertise! This training will empower you with strategic knowledge of how to handle client calls and questions before they’ve signed and paid.
💼 The Ultimate Client Management System (Google Sheet)
Organise, streamline, and conquer your client management journey with our tailor-made Google Sheet template. Effortlessly keep track of client workflow steps without investing in a dedicated platform.
😍Practical Tips for Managing Multiple Clients
Dial down the mess and manage your clients with these simple techniques that you can implement straight away to restore calm and healthy boundaries.
👑Tricky Clients, Boundaries and Burnout Masterclass
The ultimate masterclass for service providers to help you navigate client issues, how to communicate with clients who overstep your boundaries and how to avoid the enevitable burnout if you don’t get this under control
💸Template Emails for Tricky Conversations with your Clients
A bundle of tmeplates to help you untangle your words to ask for a price increase, enforce contractual terms and more- this is a must have!
PLUS:
👩🏫Smooth Client Journey Masterclass
A step-by-step walkthrough of your end-to-end client journey so you understand the entire journey and how to create ease and flow for you and your clients
🎫Example Onboarding Workflow
No more guessing what to send to your client and when! This example worklfow shows you the exact process to follow- a workflow that my client called ‘super slick’!
🙋♀️Example Offboarding Workflow
If you’re not offboarding you’re leaving money on the table! Steal my simple but effective offboarding workflow which leaves clients happy, listened to and ready to work with you again.
This toolkit is specifically for Online Service Providers
It’s designed and refined to give you a
plug and play instant solution
“This is adding SO much value to my business. I finally have headspace”
says Lauren, Virtual Assistant
How does it work?
Get instant
access
When you buy this toolkit you’ll get instant access via a login link sent to your email address.
Get learning
You can dive straight into the masterclasses or shorter training videos, and use your templates right away
Take control of
your business
Sit back, relax knowing that you have everything under control, with lifetime access so you can come back any time you want
Frequently Asked Questions
YES – the toolkit comes with plug and play resources meaning you can get started straight away
Whether you’re just starting our and wanting to get everything just right, or you’re currently experiencing client management issues, there is something in this tooklkit for every service provider, coach or consultant
For just £17 you’ll get instant access to the pre-recorded trainings and the plug and play capacity resources.
Are you ready to go from client overwhelm to
in control?