Client Collaboration
A shared template for a seamless client experience!
This is a shared board to use during your contract with a client. Can you say seamless client experience?! Use it to keep your client on track and accountable while having a central location for resources, notes, links, and to-dos!
Have you ever experienced…
Clunky client experience. You have a Voxer thread, comments on a Google doc, and multiple email threads…. Which means your client can’t find what they’re looking for.
With this template you will walk away with…
A shared board to use during your contract with a client. Can you say seamless client experience?! Use it to keep your client on track and accountable while having a central location for resources, notes, links, and to-dos!
Want to know what's included?
A fully customizable board to use for client collaboration.
Ability to copy this template for each client you work with.
Change the colors, background, and lists to seamlessly match your vibe and business practices.
Who was this made for?
Coaches
Consultants
VA's
Service Providers
Done-for-you providers
OBM's
Small Businesses
Entrepreneurs
And really anyone that wants to level up their client experience while staying organized AF!
A Quick Note: if you're not completely satisfied with your purchase you can request a refund within 30 days of making your purchase. Just email me directly at haley@hersimplifiedlife.com