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Confidently manage your client journey from first enquiry to final handover.
The Foundations Kit: Clients is your all-in-one toolkit for creating a calm, streamlined client experience. Designed especially for virtual assistants, online business managers, and freelancers ready to feel organised and in control.
No more rewriting the same emails. No more last-minute onboarding. No more juggling client work in a dozen places.
This kit gives you the systems and templates you need to communicate clearly, onboard smoothly, manage projects professionally, and wrap up beautifully, without overwhelm.
What’s inside:
Enquiry, proposal, and booking email templates
Contracts, scheduler setup, and call confirmations
Onboarding forms, guides, and welcome emails
Notion dashboards, deliverables checklist, CRM spreadsheet
Offboarding emails, testimonial request, goodbye guide
Bonus: capacity planner and time tracking setup
You’ll receive editable templates in Notion, Google Docs, Google Sheets, and Canva so you can plug in and go, or fully customise them to your brand.
The result?
Clients who feel supported from day one.
A business that runs smoothly behind the scenes.
And more time back for you.
Confidently manage your client journey from first enquiry to final handover.
The Foundations Kit: Clients is your all-in-one toolkit for creating a calm, streamlined client experience. Designed especially for virtual assistants, online business managers, and freelancers ready to feel organised and in control.
No more rewriting the same emails. No more last-minute onboarding. No more juggling client work in a dozen places.
This kit gives you the systems and templates you need to communicate clearly, onboard smoothly, manage projects professionally, and wrap up beautifully, without overwhelm.
What’s inside:
Enquiry, proposal, and booking email templates
Contracts, scheduler setup, and call confirmations
Onboarding forms, guides, and welcome emails
Notion dashboards, deliverables checklist, CRM spreadsheet
Offboarding emails, testimonial request, goodbye guide
Bonus: capacity planner and time tracking setup
You’ll receive editable templates in Notion, Google Docs, Google Sheets, and Canva so you can plug in and go, or fully customise them to your brand.
The result?
Clients who feel supported from day one.
A business that runs smoothly behind the scenes.
And more time back for you.