As a business owner, defining your client journey (or Standard Operating Procedure known as SOP’s) is imperative. You need to know what your Leads and Clients experience when they start connecting with you. What are they sent at each point in their journey, from Lead inquiry, to Discovery Call, to Project Completion, to Client Offboarding.
Here is a handy template that will help you to map out this process and get what’s in your head, onto a usable template that you can implement into your business.
𝐇𝐎𝐖 𝐓𝐎 𝐔𝐒𝐄?
✔ Download PDF File.
✔ Open PDF file with a browser or PDF viewer.
✔ Access This Template via the link in the PDF file.
✔ Download the finished design PNG/JPG/PDF
Print and enjoy!
**It is a DIGITAL TEMPLATE which you are able to download INSTANTLY and customize via GOOGLE SHEETS**
Editing the google document can be done via laptop or desktop computer for best results. You can edit via the mobile app as well.
The templates and designs purchased are for personal use only and cannot be resold, shared, or redistributed. When purchasing this item you agree to these terms and conditions.
We don’t accept returns, exchanges or cancellations due to the nature of digital products and Instant Download.
REFUNDS will NOT be given after purchase! You will not receive any physical elements with this purchase.
If you have issues, please don’t hesitate to contact me for assistance and I will be happy to help!