Limited time offer!
The sell-to-onboard bundle
Ready to say goodbye to those never-ending hours lost to proposal writing and client onboarding? Your path to streamlined processes and time reclamation starts with The Sell-to-Onboard Bundle.
from selling to onboarding
You want to create a top notch client journey experience, but…
You struggle to create high-converting proposals that truly impress potential clients and persuade them to sign-on
You are overwhelmed and have zero time to exceptionally onboard new clients
You drain hours piecing together emails and documents that often fall short of what is needed for a successful partnership
exceptional client experience
Without the hustle & grind
Level up your business, streamline your processes, and win more clients [stress-free, baby!]
Introducing…
The Sell-to-Onboard Bundle
WHAT YOU'LL GET
This comprehensive bundle is your go-to resource for serving a 5-star client experience – no stress, no endless hours of DIY.
The New Client Onboarding Suite: 20 + pages covering everything from service descriptions and project timelines to comprehensive package insights, transparent pricing breakdowns, detailed deliverable descriptions, introductions to the team, contact us information, clear billing and payment instructions, and heartfelt thank-you pages to complete the experience, and more!
The Proposal Mastery Kit: 25+ page templates for highlighting your business mission, summarizing a lead’s objectives & project timelines, package overview pages, pages to share pricing and detailed deliverables, as well as space to showcase testimonials.
⭐️ ⭐️ ⭐️ ⭐️ ⭐️
Give a 5-star client experience… because you are a 5-star business.
This all-in-one powerhouse bundle will turn your leads into clients and effortlessly streamline your operations.
The Sell-to-Onboard Bundle is Perfect for:
Digital Marketers
Social Media Managers
Online Business Managers
Virtual Assistants
Ads Consultants
Brand Strategists
Coaches
Course Creators
Flex on 'em
Hello to a client experience that exceeds expectations.
From the initial proposal to the final onboarding, I've got it all covered.
What’s inside the Bundle?
Detailed New Client Welcome Guide and System Checklist
Detailed Proposal Structure Breakdown
Introduction Letter & Summary Templates
Expectations Template
Service Description Template
About Template (You/Us/Team) Templates (3 options)
Investment Templates, including, a Price List, Membership Fees, Upgrade Options, Special Offers)
Kickoff Checklist Template
Helpful Resources Template
Client's Objectives & Solutions Templates
Frequently Asked Questions Template
Communication/Contact Us Templates
Annnnnnd…
Special Bonuses
These five (FREE) customizable swipe files ensure a cohesive and smooth experience⤵
1. New Lead Email Templates
Are you tired of staring at a blank screen every time a potential lead reaches out to you? Do you find yourself struggling to strike the right tone in your initial responses?
Look no further – with this "New Lead Email Template," you'll never have to worry about crafting the right response to a lead's inquiry again.
First impressions are important, and that's why I've meticulously designed two distinct options to suit your professional persona:
Don't let a missed opportunity in the initial contact hold you back!
swipe file via google doc
2. Pitching Email Templates
No more brain-farts with composing the perfect email cover to share your business proposal following the discovery call.
Elevate your sales strategy with the Pitching Email Lead Template and watch as your conversion rates soar to new heights!
Use either of the two distinct options to suit your business model:
Now, fire off your proposal with this chef-kiss cover email!
swipe file via google doc
3. Client Onboarding Email Templates
Send your professional and impressive onboarding packet with this email template. There is nothing worse than staring at a blank email, wondering how to say or how to say - WELCOME ONBOARD!
Effectively communicate with your new client from day one.
This template is designed to walk your client through the onboarding process in a clear way and explain what comes next.
Choose from the template that aligns with your business model:
Time to welcome your clients with professionalism and ease.
swipe file via google doc
4. New Client Survey and Kickoff Agenda Template
It's time to streamline your survey and kickoff meeting process. Ensure you gather crucial information by using this survey tool, designed to help you ask the most important questions.
Plus, guarantee a productive and organized kickoff meeting by sending out this simple and comprehensive agenda template in advance.
swipe file via google doc
5. New Client Onboarding SOP
This meticulously detailed New Client Onboarding SOP (Standard Operating Procedure) covers various aspects of the onboarding process, including communication, documentation, tasks, and responsibilities to ensure a consistent and smooth experience for new clients.
This SOP includes:
swipe file via google doc
"The Ultimate New Client Onboarding Suite is SO helpful. As soon as I opened the Canva file and saw how many page templates were included, I knew how much it'd help my business. I don't have an 'onboarding' process for my clients so I spend a lot of time creating and putting together documents, explaining where things are etc, and as a result, processes are kinda scrambled and scattered. Can't wait to use this template and create something streamlined for my business and clients!"
Lisa-Robyn Keown
Copywriter, Strategist & Web Designer
OK, Boomer
This is your best client journey era!
Be the CEO of a five-star client experience.
With the Bundle, you can:
Tailor for Success: Use customizable templates that have everything you need to onboard each client, making them feel valued and understood.
Use Templates You Can Trust: Have a collection of templates and things to help you that are proven to work. You can use them again and again!
Make Your Work Easier: Use templates that have everything you need for your proposals. It will help you save time and energy.
Scale Your Business: With more time and happier clients, watch your service-based business grow like never before
“I can't believe how much time this Bundle has saved me. It's like having a personal assistant in my pocket. Highly recommend! If you're in need of a solution for a consistent onboarding process 🙌🏼"
Hayley Monroe
Marketing Account Manager
It's All Waiting For You:
$54
$45
+ All The Juicy Bonuses:
$54
$45
Hi! I'm Crystal Eva
With over ten years of experience, I've been helping entrepreneurs in running their businesses efficiently and effectively. During this time, I successfully managed and grew various online businesses.
Now, my mission is to make things effortless for entrepreneurs like you who are making their mark online. I've created templates based on my proven techniques, so you can enhance your business without going through the frustrating trial-and-error phase.
I aim to ease some of the overwhelm of running your business. That's why I've put together this bundle of resources!
Inside this bundle, you'll find tools and advice that stem from my hands-on experience working with clients over the years. Every tip I share has been tried and confirmed to be effective, especially in onboarding new clients. And now, I'm excited to share these valuable insights with you.
The Sell-to-Onboard Bundle is designed to simplify your new client journey. It saves you time and money and helps you engage with confidence.
Your 🔥 Questions
Who is this right for?
The resources inside this bundle were designed to help service-based businesses, including coaches, consultants, freelancers, virtual assistants, and social media managers.
How do I access my purchase?
After your payment has cleared, you will receive instant access! You will receive a PDF file immediately via email. Be sure to either create or log in to your Canva account before downloading the file. This is a digital download; no physical product will be shipped.
Is my purchase refundable?
Instant download items don’t accept returns, exchanges, or cancellations. Please contact support@crystaleva.ca about any problems with your purchase, and we will be happy to help!
How long do I have access to the bundle?
Lifetime access. Once you purchase and download the materials they are yours.
Do templates include copy?
Yes! They include professional copy that you can simply customize to your brand.
Can I share this product with a friend?
No. You can use it for your own business but can not share, sell or gift any portions of it to anyone else as it violates copyright laws.
POV
5-star client experience vibes.
Flex your client journey, and watch em' go POGGERS!
This resource is not created by, affiliated with, or sponsored by Facebook® or Instagram®
© 2024 CRYSTAL EVA VIRTUAL SERVICES
PRIVACY POLICY