
...onboarding a new client didnât require you to copy/paste from old emails.
...you actually had a system to track your income, leads, and goals.
...you posted to social without spending hours thinking of what to say.
Thatâs the energy these templates are bringing to your biz. â¨
I created this bundle of done-for-you templates to help service-based CEOs like YOU ditch the overwhelm and finally feel in control of your backend.
Whether you're running the show solo or juggling a team, these tools are here to lighten the load and help you scale with sanity.
đ Client Experience Templates:
Editable Client Contract
Proposal + Pricing Guide
Client Welcome Packet
Onboarding Workflow Checklist
đ Business Operations Templates:
Monthly CEO Dashboard (Google Sheets)
Task & Goal Planning Sheet
Lead Tracker
đŁ Marketing & Visibility Templates:
30-Day Social Media Content Calendar
Prewritten Email Templates (Welcome, Follow-Up, Thank You, Upsell)
BONUS:
âď¸ Editable versions in Google Docs, Sheets, and Canva
âď¸ Clear instructions + a "How to Use" starter guide
âď¸ Brag-worthy branding and formattingâzero stress required
Youâre tired of restructuring and winging what to send clients every time someone books.
You need backend structure but donât want it to be boring or stiff
You want to look like youâve got it together while youâre building the empire
You crave more ease, flow, and focus in your day-to-day
"I finally feel like I have a system in one place and not just someone scrambling behind the scenes.
"This saved me so much timeâIâm actually ahead for once."
"My onboarding process is now smooth AF, and my clients noticed too!â
Letâs clean up your backend, calm your brain, and get you back to what you really love doing.
â Grab the Plug-and-Play Template Bundle now
Pick your level of supportâfrom DIY to done-with-you.
Perfect for the boss who just needs the tools and is ready to hit the ground running.
Includes:
â Editable client experience templates
â CEO dashboard + lead tracker
â 30-day content calendar
â Pre-written email templates
â Full access in Google Docs, Sheets + Canva
â Instructions + usage guide
You save $100 when you bundle!
Get the templates and a 60-minute strategy session to map out exactly how to use them in your business.
Includes everything in the base bundle +
â 1:1 Power Moves Session (normally $397 alone)
â Backend systems audit + personalized game plan
â BONUS: 24-hour Voxer support post-call
Perfect for you if:
â Youâve downloaded a million freebies but havenât implemented any
â You want to walk away with a clear roadmap + real action steps
â You want my eyes on your current backend (so we can fix it fast)
You save $200 when you bundle!
Templates are amazing. But letâs be realâyou donât have time to figure it all out alone. This is where we go all intogether.
Includes everything in the bundle +
â Full VIP Day (normally $1,197)
â Done-with-you setup of your:
CRM or project management tool
Automations + workflows
File systems
â Personalized strategy + implementation
â 7 days of post-support via Voxer
â BONUS: Template bundle installed into your backend for you
Perfect for you if:
â You want your backend DONEânot on a to-do list
â Youâre scaling and need systems that can grow with you
â You want white-glove support from start to finish
ding, workflows, dashboards, and automationsâdone in one day. All personalized in YOUR programs, done for you.
You donât have to do it alone. Iâm here when youâre ready to scale with ease. đŤś