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Seamless Client Experience Bundle

Seamless Client Experience Bundle

Regular price €127,00 EUR
Regular price Sale price €127,00 EUR
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Create an unforgettable client experience that wows - and saves you time, energy and a whole lot of stress!

We all know that making a good first impression is key to booking clients, but what happens after you've got their deposit?

That's where the real magic of a thoughtful client experience makes the difference between a lackluster project and one that your client raves about (and tells their friends to book!) for years to come.

This bundle includes everything you'll need to impress your clients and walk them seamlessly through your project, including:

  1. Client Communication Email Swipe Bank - 29 strategic email templates for every step along your process to guide your clients seamlessly through your workflows, encourage them to stay on schedule and wow them with your polished professionalism.

  2. Client Project Hub in Notion - This "at a glance" dashboard shows your upcoming tasks, project timeline, links to your documents and a chat feature for quick questions. Plus, you get an in-built intake questionnaire, project brief to reiterate the scope of the project and even an inspiration hub to easily share ideas back and forth!

  3. Proposal & Welcome Guide Template in Canva  Convert those leads into clients with this customizable proposal template that makes it super easy for people to say "yes" to working with you. And then make a great first impression with a helpful welcome guide that walks your new clients through your process (and gets your onboarding off on the right foot)!

What's Included

Here's what you get:


🏡 Notion dashboard with an overview homepage showing your upcoming tasks, project timeline, quick links to your documents and a chat feature

📋 Project brief overview outlining the project details, scope of work and important terms from your contract to highlight how you'll be working together

👋 Intake questionnaire to gather your new client's vital information

🖼 Inspiration bank to collect & share ideas

👩‍🏫 Video walkthrough showing you how to customize the email swipe templates and set up canned responses in your Gmail account


📝 29 email templates for every stage of your client process

👩‍🏫 Video walkthrough showing you how to customize the email swipe templates and set up canned responses in your Gmail account


🎨 Canva client services proposal document template

🎨 Canva client welcome guide document template

BONUS: An invitation to join my client & student-only Facebook group Chez Michelle where you can get support & ask questions

Frequently Asked Questions

Will this work for coaches as well?

While these resources were designed specifically for done-for-you service providers, there are many templates included that will be helpful for coaches as well, such as the project hub, welcome guide, client inquiry templates, onboarding templates, off-boarding templates and testimonial request templates.

What if this product isn’t a good fit for me?

No problem, sometimes things don’t work out! If you take a proper look through the planner and feel like you can not use it at all for your business, let me know within 14 days of purchase and I'll refund you. Please note this refund policy does not cover a change of mind. If you request a refund we will ask you for feedback on how the planner didn't meet your expectations so we can improve our marketing messaging in future. Please see the full Terms and Conditions of Use for more info.

Access Instructions

This product is hosted on our course platform, ThriveCart learn. Once you checkout, you will receive an email with login details. If you already have an account on our course site, you can log in here. This is a digital course. Nothing physical will ship.

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Chez Michelle facebook community

BONUS Community

When you buy, you'll get an invitation to join my client & student-only Facebook group Chez Michelle where you can get support & ask questions as you work through picking your marketing strategies 

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