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Not only am I saving time from having organised systems in place, but I have so much extra headspace not having to worry about missing things.

Laura Coddington

Founder + Creative Lead, Ocean Digital Studio

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    • Total payment
    • 1xClient Management Bundle$297
      -+

    All prices in USD

    What's included:

    Client & Lead Management ClickUp folder

    Client Intake Forms ClickUp folder

    Client Feedback/Testimonial ClickUp folder

    A walkthrough video for how to create a Client Management Dashboard in ClickUp

    Client Tasks ClickUp folder

    Swipe copy & Canva assets

    Services Guide Canva Template

    Client Proposal Canva Template

    Client Welcome Pack Canva Template

    Client Offboarding Pack Canva Template

    Client Intake Form Airtable base

    Client Feedback/Testimonial Airtable base

    2 intake forms & 3 testimonial request form examples

    Client Onboarding Standard Operating Procedure Template

    Client Offboarding Standard Operating Procedure Template

    Swipe copy for onboarding and offboarding email templates

    Client Onboarding (Dubsado to ClickUp) Zap 

    Dubsado Canva Asset Graphics

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