top of page
Client Management (Resource Bundle)

Introducing the Client Management (Resource Bundle) - your secret weapon for mastering client management like a pro! 🌟



  1. VA Client Meeting Agenda
  2. Ops Manager Client Meeting Agenda 
  3. Client Dashboard Template
  4. Client Profile Template 
  5. Internal Prep for New Clients
  6. 90-Day Review Process 


Bonus: You will get FREE replay access to our Ciient Management Strategies workshop. 


This incredible bundle is packed with 6 meticulously crafted templates, all ready to use in Google Docs. From a client meeting agenda template that guides productive discussions to a 90-day review prep that helps you stay on top of your game, we've got everything you need and more! 💼📝


Say goodbye to chaos and hello to organized bliss! With these templates at your fingertips, you'll effortlessly organize client information, track progress like a boss, and streamline communication like never before.


Calling all consultants and AdminOps professionals! This resource is an absolute game-changer for taking your client management skills to new heights. Grab this bundle today and witness the remarkable difference it can make. Click here to unlock the magic! ✨🚀

Client Management (Resource Bundle)

bottom of page