CLIENT EXPERIENCE TEMPLATES™
The Client Experience Templates™ is our signature and proprietary 3-template system that’s strategically designed to help service-based businesses provide an amazing client experience from initial inquiry to final send-off. Launched in January 2019, the three templates include our Services and Pricing Guide, Client Welcome Packet, and Client Goodbye Packet. Here’s how it works:
step 1
Services and Pricing Guide
Use this guide to make a great first impression on potential clients, position yourself as an expert, and sell your service packages and its benefits
step 2
Client Welcome Packet
Once your client hires you, use this guide to properly welcome them, set boundaries, manage expectations, and walk them through your process
step 3
Client Goodbye Packet
Use this guide to end your process on a high note, provide resources, ask for feedback, testimonials, or referrals, and upsell or downsell other offers
Client Experience Templates™ for Service-Providers:
Calling all service-based business owners: What do you do when a potential client inquires about your services?
How confident are you when introducing your premium offer? How well do you explain or justify your prices with the incredible value you provide?
If you think this is an area you could improve on, then this 30-page Services and Pricing Guide Template is for you!
Think of it as a handy brochure that you could use to:
Make a stunning first impression on potential clients
Introduce yourself to establish the know-like-trust factor
Outline the details and benefits of your services
Showcase your past work and social proof
Stand out as a premium service provider in your industry
Save time and money —
Quick and easy to edit using Canva, a FREE online tool
Comes with a FREE video tutorial and design guide
Helps present your service package in an organized and professional manner
Includes many call-to-action (CTA) buttons and pages to help increase conversion
Includes 2 sizes: US letter and A4
FREE lifetime updates
This Services and Pricing Guide Template includes 30 mix and match pages —
3 Cover Pages
2 Welcome Pages
2 Your Signature Service Package
2 How It Works / Your Process
2 Testimonial
1 FAQs
1 Timeline
1 Case Study
1 Quote Page
1 Outcomes / Deliverables
3 Additional Services / Rate Sheet
8 Portfolio / Showcase Pages
3 Call-to-Action / Next Step
Please note that the photos, copywriting, and mockups are not included with this product.
Calling all service-based business owners: What do you do once a client books your services?
Do you go back and forth between emails? Are you and your client on the same page? Is there confusion in terms of your client process, the project scope, remaining payments, or meeting deadlines — even if you have a signed contract already?
If you think this is an area you could improve on, then our proprietary Client Welcome Packet System and Template is for you!
Think of it as a handy brochure that you could use to:
Properly thank and welcome your new client
Reassure them they’ve made the right decision in hiring you
Set boundaries and manage client expectations
Outline all the important details in a clear and organized way
Provide an excellent client experience right from the beginning
Save time and energy —
Includes our proprietary Client Welcome Packet System
Quick and easy to edit using Canva, a FREE online tool
Comes with a FREE video tutorial and design guide
Reusable for multiple clients
Includes 2 sizes: US letter and A4
FREE lifetime updates
This Client Welcome Packet Template includes 25 mix and match pages —
3 Cover Pages
5 Welcome Pages
1 Service Package Summary
1 How We’ll Communicate
3 Timeline / Process / Impt Dates
2 Tools and Resources
2 Client Homework
2 Quote Pages
2 Guidelines / Client Best Practices
2 Invoice
1 FAQs
1 Your Next Step
Please note that the photos, copywriting, and mockups are not included with this product.
Calling all service-based business owners: What do you do once you’ve completed your client process?
Do you and your client go back and forth between emails? Is it unclear that your service has been completed and any additional work requires payment? Would you like an easy way to ask for feedback, testimonials, or referrals? How about offer additional products or services?
If you think this is an area you could improve on, then our proprietary Client Goodbye Packet System and Template is for you!
Think of it as a helpful guide that you could use to:
End your client process smoothly and on a high note
List all the final project details in one organized place
Ask your client to provide feedback, a testimonial, or referrals
Promote other products and services your client might also be interested in
Save time and energy —
Includes our proprietary Client Goodbye Packet System
Quick and easy to edit using Canva, a FREE online tool
Comes with a FREE video tutorial and design guide
Reusable for multiple clients
Includes 2 sizes: US letter and A4
FREE lifetime updates
This Client Goodbye Packet Template includes 20 mix and match pages —
3 Cover Pages
1 Thank You Message
1 Thank You Gift / Client Gift
1 Service Package Recap
1 Final Important Details
3 Client Resources
1 Testimonial Request
2 Feedback Request
2 Quote Pages
4 Promotion Pages
1 Referral Program Invite
Please note that the photos, copywriting, and mockups are not included with this product.
Calling all service-based business owners: Want to attract and impress your ideal clients... and get booked out?
Aside from providing your amazing services, be sure to:
Make a great first impression by positioning yourself as an expert and outlining the benefits of your service package/s
Welcome your new client properly, manage expectations, and set boundaries
End your client process on a high note by providing resources, links, and tutorials
Provide an amazing client experience so you can stand out as a top service-provider in your industry
And just in case you don’t want to do everything from scratch or hire a designer to create guides for you, our proprietary 3-template system, Client Experience Templates™, can help!
This Service-Provider Bundle includes 3 of our bestselling templates (valued at $105 if purchased separately):
Services and Pricing Guide Template (30 pages)
Client Welcome Packet Template (25 pages)
Client Goodbye Packet Template (20 pages)
Plus FREE lifetime updates (first launched in Jan. 2019)
Please note that the photos, copywriting, and mockups are not included with this product.
Client Experience Templates™ for Coaches:
Calling all coaches: What do you do when a potential client inquires about your coaching program?
How confident are you when introducing your premium offer? How well do you explain or justify your prices with the incredible value you provide?
If you think this is an area you could improve on, then our proprietary Coaching Package Pricing Guide System and Template is for you!
Think of it as a handy brochure that you could use to:
Make a great first impression on potential clients
Share your story and connect with your potential client
Highlight your coaching program’s value and investment details
Showcase your credentials, client results, and social proof
Stand out as a premium coach in your industry
Save time and energy —
Designed by a coach for coaches
Includes our proprietary Coaching Package System
Quick and easy to edit using Canva, a FREE online tool
Comes with a FREE video tutorial and design guide
Reusable for multiple clients
Includes 2 sizes: US letter and A4
FREE lifetime updates
This Coaching Package Pricing Guide Template includes 22 mix and match pages —
3 Cover Pages
1 Welcome Message
1 My Story / Why Me?
3 Your Signature Coaching Program
1 This Is For You / Not For You
1 Other Coaching Packages
2 Client Testimonials
2 How It Works / Process
1 Timeline
1 FAQs
1 Case Study
2 Quote
3 Strong Call-to-Action
Please note that the photos, copywriting, and mockups are not included with this product.
Calling all coaches: What do you do once a client joins your coaching program?
Do you go back and forth between emails? Are you and your client on the same page? Is there confusion in terms of your client process, the program details, or remaining payments — even if you have a signed contract already?
If you think this is an area you could improve on, then our proprietary Coaching Client Welcome Packet System and Template is for you!
Think of it as a handy guide that you could use to:
Properly thank and welcome your new coaching client
Reassure them they’ve made the right decision in hiring you
Set boundaries and manage client expectations
Outline all the important details in a clear and organized way
Provide an excellent client experience right from the beginning
Save time and energy —
Designed by a coach for coaches
Includes our proprietary Client Welcome Packet System
Quick and easy to edit using Canva, a FREE online tool
Comes with a FREE video tutorial and design guide
Reusable for multiple clients
Includes 2 sizes: US letter and A4
FREE lifetime updates
This Coaching Client Welcome Packet Template includes 24 mix and match pages —
3 Cover Pages
4 Welcome Pages
1 Coaching Program Summary
1 How We'll Communicate
3 Timeline / Process / Impt Dates
2 Tools and Resources
2 Client Homework
2 Quote Pages
2 Guidelines / Client Best Practices
2 Invoice
1 FAQs
1 Your Next Step
Please note that the photos, copywriting, and mockups are not included with this product.
Calling all coaches: What do you do once your client completes your coaching program?
Do you go back and forth between emails? Is it unclear that your program has ended? Would you like an easy way to ask for feedback, testimonials, or referrals? How about offer your other products or services?
If you answered yes, then our proprietary Coaching Client Goodbye Packet System and Template is for you!
Think of it as a helpful guide that you could use to:
End your coaching program smoothly and on a high note
Summarize the incredible value of your work together
Ask your client to provide feedback, a testimonial, or referrals
Promote other products and services your client might also be interested in
Save time and energy —
Designed by a coach for coaches
Includes our proprietary Client Goodbye Packet System
Quick and easy to edit using Canva, a FREE online tool
Comes with a FREE video tutorial and design guide
Reusable for multiple clients
Includes 2 sizes: US letter and A4
FREE lifetime updates
This Coaching Client Goodbye Packet Template includes 18 mix and match pages —
3 Cover Pages
1 Thank You Message
1 Coaching Program Recap
3 Coaching Client Resources
1 Testimonial Request
2 Feedback Request
2 Quote Pages
3 Promotion Pages
1 Referral Program Invite
1 Thank You Gift / Client Gift
Please note that the photos, copywriting, and mockups are not included with this product.
Calling all coaches: Want to attract and impress your ideal clients... and get booked out?
Aside from providing your amazing coaching services, be sure to:
Make a great first impression by positioning yourself as an expert and outlining the benefits of your coaching program
Welcome your new coaching client properly, manage expectations, and set boundaries
End your coaching program on a high note by providing resources, links, and tutorials
Provide an amazing client experience so you can stand out as a premium coach in your industry
And just in case you don’t want to do everything from scratch or hire a designer to create guides for you, our proprietary 3-template system, Client Experience Templates™, can help!
This Coaches Bundle includes 3 of our bestselling templates (valued at $105 if purchased separately):
Coaching Package Template (22 pages)
Client Welcome Packet Template (24 pages)
Client Goodbye Packet Template (18 pages)
Plus FREE lifetime updates (first launched in 2018)
Please note that the photos, copywriting, and mockups are not included with this product.
FUN FACT: Productive and Free is also the original creator of the Client Welcome Packet and Client Goodbye Packet Templates in Canva format! We developed these proprietary on-boarding and off-boarding systems based on our experience with our clients. It was so effective that we turned them into Canva templates and began offering it to fellow service-providers in January 2019.
“I've only been using this for about 10 minutes but already my life has been made SO much easier! I'm really excited to have beautiful templates to use that are super easy to modify. This has saved me so much time and made my work look SO much better.”
Giulia M.