Templates & Digital Resources
designed to simplify your new client journey while saving you time & energy.
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.
The Sell-to-Onboard Bundle
Elevate your client onboarding experience! Exclusively for digital marketing agencies and creative service-based businesses. This is the ultimate tool to help you create a red-carpet onboarding process… all without the stress of feeling overwhelmed or spending countless hours piecing it together on your own.
The New Client Onboarding Suite
The Complete Proposal Mastery Kit
Get ready to create client proposals that sell for you! Save time and sign clients in minutes with done-for-you proposal templates designed to convert leads.
The 15-Minute Enhanced
Pinpoint growth opportunities, eliminate bottlenecks, and take actionable steps to scale with ease (and in 15 minutes or less!)
Scalable Strategy Planner