Client Outreach Toolkit


Planner and swipe files to help you set up a simple, repeatable process for filling your funnel with hot leads and clients-to-be.

Read more below about what is included in the toolkit.


Transform Your Client Acquisition Process

Are you struggling with inconsistent client flow? The Client Outreach Toolkit is here to revolutionize your client acquisition strategy. This comprehensive toolkit provides everything you need to attract, engage, and convert ideal clients seamlessly.

Here’s what’s included:

✔️ Fillable Client Outreach Planner – This planner includes a simple step-by-step process and worksheets to help you map out a seamless system for filling your funnel with perfect fit, ready-to-buy clients.

✔️ 30-Day Social Media Campaign – This campaign is tailored specifically to service providers, so you know exactly what to post each day to effortlessly enroll new clients (Includes both captivating fill-in-the-blank caption templates and thumb-stopping Reel ideas, complete with suggested video and audio).

✔️ Captivating Calls-to-Actions for Getting Clients – These CTA’s are written and ready-to-pop into the P.S. section of your emails and social posts, use as standalone social captions or publish anywhere new clients might be lurking, so you can confidently pitch your offer anywhere online. Just swipe and sell.

✔️ Customizable 5-Day Email Campaign – Designed to build your authority & expertise and showcase jaw-dropping client results, so you can fill client openings quickly and automatically (read: while you’re ticking off the thousands of other “must-do” items on your to-do list).

✔️ Instagram DM Scripts – Designed to automagically deliver details & information to anyone who DMs you from your social posts, so you can “seal the deal” without obsessively refreshing your IG account (because oh em gee, you can’t take too long to respond to a potential client, right?)​

Why Choose the Client Outreach Toolkit?

  • Consistent Client Flow: Eliminate the feast-or-famine cycle with a steady stream of leads and clients.
  • Time-Saving Automation: Spend less time on manual outreach and more time on what you do best.
  • Proven Strategies: Utilize methods that have helped countless coaches and service providers succeed.
  • Easy Implementation: With user-friendly guides and templates, setting up your outreach system has never been easier.


Client Outreach Toolkit

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