Offboard your clients seamlessly with this editable Client Goodbye Packet and Exit Template.
What happens after you finish working with your client? Do you have a streamlined process?
With this customizable Client Goodbye Packet, you can finally recap your client wins and achievements, promote additional services, request feedback and testimonials, ask them to join your referral program, and share other important final details and resources with your client in one organized package.
Easily edit the Canva template to match your branding, save and send it to your client. This template is completely customizable and can be reused as many times as you'd like.
Perfect for virtual assistants, social media managers, coaches, or any other service-based businesses.
WHAT DO YOU GET
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• 20 pages - Letter Size Canva Template - 8.5” X 11”
• PDF with Instant Download Link so you can start editing your template immediately.
• Mix and match - You can mix and match the pages however you would like by rearranging, duplicating, or deleting them. Add your own graphics, pictures, fonts and more.
• Different page variations you can choose from (e.g. 3 cover pages, 3 call to action pages, etc.)
20 PAGES INCLUDED
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• 3 Cover Pages
• 2 Thank You/Intro Pages
• Client Gift
• Achievement Recap
• To-Do Checklist
• Client Files and Downloads
• 3 Resource Pages
• Testimonial Request
• Feedback Request
• 2 Referral Program Pages
• Additional Services
• 3 Promotion/CTA Pages
HOW IT WORKS
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1. You will need a free Canva account to be able to see and edit this template. You can sign up at canva.com
2. After you order, you will receive immediate access to a PDF document with the link to download your files.
3. By clicking the link you will be redirected to the template in Canva. Start editing and customizing your template. You can edit anything you would like including images, elements, fonts, and colors.
4. Edit and reuse your template as many times as you’d like.
IMPORTANT: The photos you see in the product images are for illustration purposes only and not included in the template. You must add your own photos. You can use free stock photo sites such as Unsplash.com or Canva directly and then easily drag and drop your own photos into the frames in the template.
IMPORTANT INFORMATION
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If you have any problems with the download or file, please contact me and I’ll do anything I can to help you.
This purchase is a digital INSTANT DOWNLOAD, no physical copy will be shipped.
The colors shown on your screen may vary slightly from the actual printed file.
If you have any questions at all, please feel free to message me!
SHOP MORE
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Check out my other client experience templates:
CLIENT WELCOME PACKET
SERVICES AND PRICING GUIDE
COACHING CLIENT WELCOME PACKET
• Check out my blog for online business and marketing tips here: www.juliaonpurpose.com
• Instagram: www.instagram.com/julia.onpurpose
• Pinterest: www.pinterest.com/JuliaOnPurpose
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