Stay in touch with clients
Stay in touch with clients. Tools from Canada Business Kit.
- Client brief and scope checklistWrite down what the client wants, what is and is not included, and what is still undecided before you quote. Nothing is sent.
- Client onboarding checklistMark the contact, scope, price, timing and deposit items you have collected for a new client. A starting list you can print.
- Job follow-up and warranty logList finished jobs with the check-back dates you type. The page does not send reminders. Print or download the list.
- Testimonial requestAdd the customer and job to get a friendly message that asks for a short review. Copy it and send it yourself.
- Price increase noticeAdd the old price, the new price and the date you will start it to get a clear notice. Copy it and send it yourself.
- Supplier contact listSupplier names, terms, and contacts saved on this device only.
- Customer contact listCustomer names and notes saved on this device only.
- Lead trackerA light on-device lead list with stage and next step. Nothing is sent.
- Referral trackerNote who referred whom, whether you said thank you, and any reward still owed. Saved on this device only.
- Thank-you noteA plain thank-you note from your own words. A starting point, not legal advice. Nothing is sent.
- Review replyPlain reply templates for a good or a bad review. A starting point, not legal advice. Nothing is sent.
- Content calendarA month grid for posts. Add a date, channel and status, then print or download the list.
- Customer survey templateBuild a short customer survey and score the answers you collect.
- Customer lifetime valueMultiply an average sale by purchases a year and by years, then apply a margin percent you type. A simple estimate, not advice.
- Referral requestWrite a short message asking a happy customer for a referral. You edit the words. Nothing is sent.