Offboard your clients seamlessly with this editable Client Goodbye Packet and Exit Template.
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.
• 21 pages – Letter Size Template – 8.5” X 11”
• Instant Access to Templates so you can get to work immediately (To access your downloads, go to Your Account > Purchases and reviews and look for the order)
• Different page variations you can choose from (e.g. 2 Signature Service pages, 3 Call-To-Action pages, etc.)
• Download Guide with Instructions and FAQ’s
• Canva Video Tutorial – Learn how to use Canva and customize your templates
• Client Onboarding Tool Kit – 20+ page step-by-step guide
• Free Stock Photo Collection to use for your business
• Brand Color Combinations Cheat Sheet with 12 trending done-for-you brand color palettes
21 PAGES INCLUDED
• 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
• 2 Additional Services Pages
• 3 Promotion/CTA Pages
HOW IT WORKS
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 Download Guide with the link and instructions to download your files
3. By clicking the link you will be redirected to the template in Canva. You can edit anything you would like including images, elements, fonts, and colors. You can mix and match the posts by rearranging, duplicating, or deleting them.
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. Your purchase includes a link to a free stock photo collection you can download and use however you would like.
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.
Due to the instant nature of this transaction, I cannot offer refunds or exchanges. 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.
If you have any questions at all, please feel free to message me!
Please note that these templates are for personal use for you and your own business only. You may not redistribute them or sell them as templates. They are copyrighted © Julia On Purpose.
Check out my other client experience templates:
CLIENT WELCOME PACKET – https://juliaonpurpose.com/product/client-welcome-packet-template/
COACHING CLIENT WELCOME PACKET – https://juliaonpurpose.com/product/coaching-service-package-template-pricing-guide-template-for-coaches/
SERVICE AND PRICING GUIDE – https://juliaonpurpose.com/product/services-and-pricing-guide/