Client Handbook Template

🚀 The Executive Manual Guidebook – Download! 🎯

Are you a PA or EA juggling a million details for your client? This Client Manual Guide is your go-to playbook to keep everything in one place! From daily routines to travel preferences, PR contacts to household details. This 40+ page template helps you work smarter, not harder.

Starting a new job or working with a new client? Or don't have something like this set up? Or want to upgrade a handbook?

💡 Why You Need It:
✅ Keep track of key client preferences effortlessly
✅ Make handovers seamless & stress-free
✅ Stay organised & proactive in every aspect

It is a 40+ Page Document that covers:

• Personal Details

• Children

• Household

• Finance

• Career / Education

• Recipe / Weekly Shopping

• Weekly Planner Outline

• Business Details

• Business Branding Guidelines

• Brand Details

• Lifestyle

• Fashion

• PR

• Hospitality

• Travel

• Inbox & Calendar
  
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You will receive a PDF version and an editable Canva version. The edited one will come in your confirmation email.


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