Resources and Template Library
You can find all the resources and templates that are available to you as a member here.
Lead Inquiry Process
Post Discovery Call
Client Onboarding
The following templates and resources apply to your onboarding process.
Onboarding Process
This resource will outline your onboarding process.
Client Onboarding Questionnaire
Use this questionnaire as your onboarding agenda to go over with your new client during the onboarding call.
Social Media Strategy
Social Media Strategy Checklist
Social Media Audit Checklist
Use this checklist to audit social media. An audit is done within the social media strategy but can be offered as a standalone.
ClickUp Content Calendar
Reels Report Template
You can use this template to request content from your client on a monthly basis and provide trending audio + instructions.
Branding Resources
Branding Worksheet
Use this worksheet
Payments & Billing
CC Authorization Form
You can attach this to your contracts to put your clients on auto-pay and billing them in your preferred accounting software.
Financial Dashboard
Use this dashboard to keep track of all your finances and make strategic decisions in your business.
