Client Experience Template Bundle - Delicate & Dreamy

6 Customizable Canva Templates: Case Study Services & Pricing Proposal Client Onboarding Social Media Strategy Analytics Report PLUS! 8 Client Experience Resources: New Lead Email Template - so you know exactly what to send to a lead when they contact you for the first time about your services. Intake Survey Swipe Copy - so you can gather all the info you need in order to qualify whether a lead is a match for your business & schedule a call. Discovery Call Planner - to help you be totally prepared to host an informative, organized first time call with a lead. Pitching Email Template - so you can formally share your packages, pricing & next steps with a lead (and follow up if necessary). Client Onboarding Email Template - to help you confidently support your client with clear communication & detailed next steps. New Client Survey Swipe Copy - so you can gather every important detail you need from a client before you kick off their service.