Client Goodbye Packet Template | Client Exit | Offboarding | Canva Template

$15.00

Units Sold: 6

Date Created: August 27, 2020
Last Updated: August 27, 2020
Included File Types: Canva
Compatible With: Canva
Sold By: : Julia On Purpose Categories: , Tags: , , , , , , ,

What happens after you finish working with your client? Do you have a streamlined process? Perfect for virtual assistants, social media managers, coaches, or any other service-based businesses. Streamline your offboarding process and end your project on a positive note.

WHAT’S INCLUDED

• 20 pages fully customizable Client Goodbye/Exit Kit
• Letter Size Client Welcome Template – 8.5” X 11”
• Lifetime Access to Future Updates
• PDF with Instant Download Link – immediate access

Read more below!

Description

Offboard your clients seamlessly with this editable Client Goodbye Packet and Exit Template.

With this customizable Client Goodbye Packet, you can finally recap your client wins and achievements, promote additional services, request feedback and testimonials, ask them to join your referral program, and share other important final details and resources with your client in one organized package.

Easily edit the Canva template to match your branding, save and send it to your client. This template is completely customizable and can be reused as many times as you’d like.

Perfect for virtual assistants, social media managers, coaches, or any other service-based businesses.

WHAT DO YOU GET
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• 20 pages – Letter Size Canva Template – 8.5” X 11
• PDF with Instant Download Link so you can start editing your template immediately.
• Mix and match – You can mix and match the pages however you would like by rearranging, duplicating, or deleting them. Add your own graphics, pictures, fonts and more.
• Different page variations you can choose from (e.g. 3 cover pages, 3 call to action pages, etc.)

20 PAGES INCLUDED
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• 3 Cover Pages
• 2 Thank You/Intro Pages
• Client Gift
• Achievement Recap
• To-Do Checklist
• Client Files and Downloads
• 3 Resource Pages
• Testimonial Request
• Feedback Request
• 2 Referral Program Pages
• Additional Services
• 3 Promotion/CTA Pages

HOW IT WORKS
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1. You will need a free Canva account to be able to see and edit this template. You can sign up at canva.com

2. After you order, you will receive immediate access to a PDF document with the link to download your files.

3. By clicking the link you will be redirected to the template in Canva. Start editing and customizing your template. You can edit anything you would like including images, elements, fonts, and colors.

4. Edit and reuse your template as many times as you’d like.

IMPORTANT: The photos you see in the product images are for illustration purposes only and not included in the template. You must add your own photos. You can use free stock photo sites such as Unsplash.com or Canva directly and then easily drag and drop your own photos into the frames in the template.

IMPORTANT INFORMATION
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Due to the instant nature of this transaction, I cannot offer refunds or exchanges. If you have any problems with the download or file, please contact me and I’ll do anything I can to help you.

This purchase is a digital INSTANT DOWNLOAD, no physical copy will be shipped.

The colors shown on your screen may vary slightly from the actual printed file.

If you have any questions at all, please feel free to message me!

Please note that these templates are for personal use for you and your own business only. You may not redistribute them or sell them as templates. They are copyrighted © Julia On Purpose.

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Terms and Conditions

Please note that all products are © Julia On Purpose Creative and for personal use for you and your own business only. You may not redistribute or sell them.

Return Policy

Due to the digital nature of the products I don't accept returns, exchanges, or cancellations. But please contact me if you have any problems with your order.