The Template Shop

The Client Document Collection

Time to upgrade your client experience from inquiry to wrap.

WHAT’S INCLUDED:
  • Send it after the inquiry, before your initial phone call/meeting.

    Cover
    Table of Contents
    About
    Value Proposition
    Meet the Team
    Personal Note
    Services
    Testimonial
    Image Spotlight
    Process Overview
    Detailed Process
    Hero Image
    Payment Schedule
    FAQ
    Next Steps
    Back Cover

  • Send it after your client has signed on to work with you.

    Cover
    Table of Contents
    Welcome
    Personal Statement
    Detailed Process
    Communication
    Hero Image
    Payment Schedule
    Friendly Reminders
    Next Steps
    Back Cover

  • Cover
    Introduction
    Section Dividers
    Details Pages for Each Section
    Back Cover

  • Send this at the end of the project to signal that you’re time working together has come to an end (for now).

    Cover
    Thank You Note
    Care Instructions
    Future Opportunities
    Referral Offer
    Closing
    Back Cover

Be an Early Bird!

Get on the list to get a discount, plus a special bonus!