the Client Connection Tool Kit (add-on)

Introducing the Client Connection Tool Kit, your go-to resource for streamlining client communication and enhancing customer relationships.

This comprehensive 20 page document includes a curated collection of professionally crafted email templates designed to cover every stage of your client interactions.

With easy-to-use templates that can be customized to suit your brand voice and style, you'll save time, maintain consistency, and ensure a seamless client experience every step of the way.

While it can be used with any email system, I recommend that you use this with a CRM (we love Dubsado)

I’ve included templates for the following:

1. Inquiry Response - General w/ Form Link

2. Inquiry Response - Not Available

3. Inquiry Response - Not a Good Fit

4. Potential New Client - Follow Up 1

5. Potential New Client - Follow Up 2

6. Welcome + Contract & Invoice

7. Payment Reminder - Upcoming Payment

8. Payment Reminder - Due Today

9. Payment Reminder - Past Due

10. Payment — Overdue Invoice (End of Month)

11. Scheduler - Appointment Confirmation

12. Scheduler - Appointment Reminder

13. Interview Reminder (for podcasts & more)

14. Thank You / Project Wrap

15. Power Hour Follow-up

16. Testimonial Request