My experience working with clients from various industries and at different stages of growth has shown me that they are often seeking to achieve the same thing. They want to impress their clients with a professional and on-brand experience from the very start of the working relationship. Despite their desires, they might not have the time or skillset to achieve this themselves and it often falls by the wayside. Seeing this commonality prompted me to create resources to help women in business achieve this with ease and tick it off their to-do lists! 

Working alongside a graphic designer, I curated a selection of business templates just for you. These templates will save you time and give a professional and cohesive experience for clients but are also effortlessly customisable and can be added to as your business grows or your needs change. 

I know, I hear those of you that don’t feel comfortable with technology but never fear! You will receive tutorials on how to edit these templates and upload them to Dubsado if required.  

So let’s jump in and explore! On my website, via the ‘shop’ tab, you will discover: 

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Client Welcome Pack

Impress your clients during the onboarding process with ten professionally designed pages: Welcome, About You, Meet the team, Timeline and Process, How I work, Contact information, Testimonials and more! Designed to easily be tailored to your business, all elements are flexible and easy to customise in Canva. All you need to do is add your brand colours, copy, logo and images (logo not included). 

Client Services Guide Template

This beautifully designed Client Services Guide will leave a lasting impression and make it easy for clients to choose the right service/package for them. Includes eight professionally designed pages that will seriously impress your clients, such as Cover Page, Welcome, Service Listings, Signature Packages, Process Timeline and FAQs. This design  is easy to tailor to your business and, you can also easily duplicate and add additional pages.

Dubsado Client Portal Banner Templates

Take your clients Dubsado portal experience to the next level with this customisable template. This template includes professionally designed Dubsado client portal banner Canva templates for both desktop and mobile. All elements are flexible and easy to customize in Canva by simply adding your own branded images and logo. 

Dubsado Proposal Elements

This code-free proposal template is what your Dubsado client experience has been missing! Designed to convert, this template includes 12 professionally designed Canva elements that can be used across all your forms. Reduce time spent trying to create forms from scratch and customise these templates with your business copy and photos, and upload! 

This template includes key client question fields that are pre-mapped to smart fields for your ease and convenience. Elements include Header, Footer, Section headings, Testimonials, Packages and Timeline. These Canva elements can be used across all your forms and questionnaires in your account for a cohesive brand experience! 

You will receive a PDF document that includes links to copy the proposal template into your Dubsado account and links to copy the Canva templates into your Canva account. Please note, to use these templates, you must have accounts on both platforms.

As you can see, creating an impressive client experience couldn’t be easier with these templates where the hard work has been done for you! Head to the ‘shop’ tab on my website to learn more!