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Essential CX Toolbox

Essential CX Toolbox

Done-for-you templates for service-based business owners.

What's inside:

Say The Right Thing

Know the right things to say and when with these swipe files for emails, live chat, and social media.

  • 10 pre-written scripts for your canned replies
  • 50+ phrases to use for live chat and social media

Better CX Guide

Learn how to improve the client experience for your brand and know what to say on your website.

Includes business and website tips, plus 2 more bonuses for Asana and Trello.

Better Workflows Guide

Know how to plan your process and what admin tasks to do before and after you get a new client.

Includes a Workflows Builder Tool and a step-by-step guide to walk you through the process of setting up HoneyBook and Dubsado. Plus, ready-to-use Canva templates for your headers and footers. 

Bonuses

Project Templates

  • New Client Kit Checklist so you know what to add to your templates.
  • Three customizable Canva templates for onboarding and offboarding clients.
  • Four done-for-you templates for Asana and Trello to help you manage your clients and projects⁣⁣.

SOP Starter Kit

Create your standard operating procedures for your processes.

Includes a starter template, tools for SOP creation, and a spreadsheet to keep track of your business tools and logins.


6 Modules

[Swipe Files] Say The Right Thing

Know the right things to say and when with these swipe files for emails, live chat, and social media.

[PDF] Better Client Experience

Learn how to improve the client experience for your brand and know what to say on your website.

[Templates] Project Templates

Three customizable Canva templates for onboarding and offboarding clients. Plus, a New Client Kit Checklist so you know what to add to your templates.

Four done-for-you templates for Asana and Trello to help you manage your clients and projects⁣⁣.

[PDF] Better Workflows Guide

Know how to plan your process and what admin tasks to do before and after you get a new client. Plus, a step-by-step guide to walk you through the process of setting up HoneyBook and Dubsado.

[Templates] SOP Starter Kit

Create your standard operating procedures for your processes.

[Questions] Feedback + What to add

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 $27.00 USD

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