Email Scripts Swipe Files | For Service-Based CREATIVES | Website + Branding Designers deals

What's the difference between this product & the ‘Service-Based Businesses' product? This version specifically references branding, website, print and other design topics and uses extra scripts to help your client understand these design-related areas of your business.

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Ready to confidently elevate your client deals communication? Tired of hours responding to tough emails, writing from scratch? Confused as to why your clients are missing deadlines or not on the same page about the process? Feel like you are spending more time on emails than actually working on projects?!

Then these 37 onboarding, offboarding, business as usual, canned and custom scripts are going to be your secret weapon! Email Scripts & Swipe Files is aimed at creatives who want to be able to clearly articulate their needs to potential leads and current clients and not have to spend time (and tears) trying to write from scratch. Inside the handy PDF document AND Notion dashboard, you will find multiple sections of different scripts for different parts of your process, that can be easily copied, pasted, customised and added to your own CRM or canned emails/marketing platforms.


* BONUS * Asking for Constructive Feedback PDF + Scripts when feedback is lacking in…constructiveness.

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SCRIPTS INCLUDED:

Nitty gritty/tough but common Faqs:
- 'Can you copy...'
- 'Work for free?'
- 'Wanting just a logo'
- Picky/wanting something specific
- 'I need Asap, rush job?'

Custom onboarding/scoping for:
- Branding/general
- Website
- Print
- Packaging
- Social media

Canned onboarding:
- General enquiry
- Service-specific enquiry
- General service enquiry
- Sending contract
- Form reminder
- Proposal reminder
- Payment reminder
- Contract completed

Canned - During the process/business as usual
- Book Strategy call
- Timeline and process
- Sorting Website imagery
- Providing content
- Project start 2 week reminder
- Project start 1 week reminder (web-specific)
- Project start 2-3 days reminder (brand/general)
- Project start 2-3 days reminder (web-specific)
- On the day/project start
- First feedback round (brand/general)
- First feedback round (web)
- Website final review
- Brand/general final review

Offboarding
- Sending final files
- Website launch next steps
- Gathering testimonials
- Month/week check in

Offboarding Swipe files
- Sending links to clients with instructions
- General links file for further help/next steps


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NOTES:

This product comes with a simple PDF to copy and paste from as well as a Notion template you can add to your dashboard for easy access and editing :)

Smart fields are Dubsado-specific but you can swap them out with ease to any CRM you are currently using (or just manually type them if you don't use a CRM).

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INCLUDED:

- 1 x 48 page PDF
- 37 scripts in total
- 1 x Notion dashboard of scripts
- 1 x lead capture form idea
- 5 x Nitty Gritty scripts/hard questions
- 5 x customised onboarding scripts
- 8 x canned onboarding scripts
- 13 x business as usual scripts
- 4 x offboarding scripts
- 2 x swipe file copy scripts
- BONUS - Constructive Feedback scripts

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NOT INCLUDED:

- An editable Indesign version
- Instructions on how to add to your CRM/email account specifically (it does have info on how to copy + paste as well as formatting tips)

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FEATURES
- No lorem ipsum

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REQUIREMENTS

- Adobe Acrobat or any PDF reader
- Notion account

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HOW DO I USE IT?

Simply download after purchase and either open up the PDF to begin copying and pasting scripts or access the Notion template and add to your account. Copy and paste from there.

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WHAT CAN I CUSTOMISE?

Simply copy and paste the scripts from the PDF into your CRM or email account and edit from there.

If copying from Notion, you can edit the scripts within the dashboard once you've saved it to your account.

This is a flattened PDF file, no editable Indesign template is included.