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If You Want to Get More Done, Have More Fun, and Delight Your Clients Without Answering Emails at 2am — My “Client Happiness Team! How to Support Your Clients with First Class Customer Service” Project Kit Could be for You!

Hey there gorgeous,

One thing’s for sure: You give your clients your all.

You’re extremely motivated, passionate, and fired up about the work you do.

But…

Your day-to-day is SO filled to the brim with coaching, creating and/or marketing that sometimes pieces of your customer service slip through the cracks.

For example, maybe you’re…

Constantly worried that your clients are going to “fire” you because oops–you replied to that (simple) email question three days late (again!)

Unintentionally letting Facebook messages from clients (or clients-to-be) go unanswered for days–and making them feel ignored & unimportant in the process

Knee-deep in “your thing” (whatever that is–coaching, creating, you name it) & can’t keep up with every request that comes in (How can you possibly send Susy Q an updated invoice, respond to that upset email about how someone didn’t receive their digital product and coach the client right in front of you–at the same time?)

Oh, and worst of all, feeling super-strained because you’re constantly hunting for new clients or customers… since the old ones don’t exactly consistently come back.

Sound familiar? If so, Houston, we have a (major) problem!

Angry, upset or unhappy customers breed all kinds of problems.

Think:

Lower retention and higher churn rates (which means you have to work more, market more and do more work to secure clients month-after-month)

Subpar reviews (which can undermine your confidence like whoa)

And even a smaller bank account (because of all the repeat business you’re missing out on!)

Happy customers, on the other hand, lead to an array of positive benefits, like glowing, blush-inducing testimonials, shining referrals and loyal, lifelong buyers.

(And yes, likely a higher bank balance, too.)

Now tell me: Which one would you like to have more of in your business?

Exactly.

The good news?

There’s a very clear-cut way to make your current clients happier and your future clients excited to say yes to you, faster–and bonus?

It doesn’t require you responding to emails at 2 a.m. (Hallelujah!)

Good Customer Service Can Make or Break Your Business

Instead, just imagine this… 

Having a rock-solid & reliable VA–or entire customer service team–that takes care of your clients for you 24/7

Knowing your customer service team is fully equipped to handle, manage, and make decisions (which means you can take a breather & coach clients and/or step away for a spa day without worrying people won’t be taken care of)

Freeing up major time in your day, without the looming fear that if you do step away you (or your team) will “drop the ball”–and you’ll lose the income

Clients and customers returning to work with you over & over because your customer experience is just that good

Not needing to take time away from other precious activities in your business (or people in your life) to personally respond to every client interaction

Taking your business way less personally, no longer dreading open your inbox

Unhappy clients not only walking away feeling heard, seen & valued–but actually turning into raving fans themselves!

Sound too good to be true? It’s not. 

When you implement the plan inside this project kit, you’ll learn everything you need to know to put together a killer customer service team that treats your customers, prospects and clients like #queens, frees you up to do better work, and gives you the white space to (finally) prioritize your own health & well-being.

Oh, and keeps your lovely clients coming back for more and more and more.

Come learn exactly how to find, hire, manage, and empower a crazy-good customer service team with this step-by-step system, plus get all the customer-satisfaction-boosting templates and word-for-word scripts you could ever need.

Want to Get More Done, Have More Fun and Delight Clients – Without Any Extra Hours?

Start Using My “Client Happiness Team! How to Support Your Clients with First Class Customer ServiceProject Kit to Help You Reduce Client Churn and Keep Your Customers Happy (No Answering Emails at 2 a.m. Required)!

This Step-by-Step Plan Covers: (.doc format)

  • Getting Started
    • Marketing Strategy Overview
    • Timeline & Budget
  • Section 1: The Secret to Keeping Your Clients Happy & Always Coming Back
    • Step 1: The Secret to Keeping Your Clients Happy & Always Coming Back
    • Step 2: Determine WHO is the Best Fit to Run Your Client Happiness Team
    • Step 3: Creating Your Own Customer Experience Manifesto to Ensure Quality
    • Step 4: Your Quality Assurance Standard to Rising Above Your Competition
  • Section 2: Align Your Business with Superior Experience so Satisfaction Rises
    • Step 5: The Mindset of a Customer Service Rock Star
    • Step 6: Train Up Your Team to Offer A+ Support Every Single Time
    • Step 7: Open Lines of Communication Is Essential for Stellar Performance
  • Section 3: Creating A High-Performance
    Customer Service Initiative
    • Step 8: Pick Your All-Star Support System Platform
    • Step 9: Measure Your Customer Service Metrics to Continually and Always Improve
    • Step 10: Make it Easy with Templates and Scripts for Your Entire Team
    • Step 11: Build an Incredible Resource Area that Eliminates Potential Questions
PLUS, You’ll Also Get All These Materials Included Inside this Kit Too!

Templates + Worksheets + Swipe Files + And More!

  • Common Phrases for Conversations Template
  • Communication Outline Worksheet
  • Create Your Own Script Template
  • Customer Service Communication Worksheet
  • Customer Experience Manifesto Worksheet
  • Customer Service Metrics Worksheet
  • Customer Service Monthly Reporting Template
  • Customer Service Rep. Monthly Performance Template
  • Customer Service Rep. Welcome Letter Template
  • Platform Comparison Template
  • Frequently Asked Questions Template
  • Sample CS Rep Job Description Template
  • Training a CS Rep Template
  • Write Your Own Job Description Template

Task Tracking Calendar (.doc format)

This calendar is such a simple, but powerful tool with task reminders to help your assistant stay on schedule, and meet your deadlines. She can print off a copy to keep on her desk, or she can add the tasks to her calendar in Basecamp or whatever project management system you use.

Checklists to Help You & Your Virtual Assistant Stay on Track (.doc format)

  • Business Assessment Checklist
  • Customer Service Delivery Checklist 
  • Do’s and Dont’s of Customer Service Checklist
  • FAQ & Resource Checklist 
  • Help Desk Features Checklist
  • Onboarding a Customer Service Rep Checklist
  • Script and Template Checklist 

Monthly Results Report (.pdf format)

This is a fill-in-the-blank report that your assistant can fill in at the end of every month. It will give you a snapshot of your business after the new marketing plan has been implemented, what your assistant worked on, and what else she can do to help you clear your plate. She can share achieved results, any unexpected hurdles that came up and and how she handled them, as well as any feedback she has.
Here are a Few Examples of Some of the Items You’ll Get:

Step-by-Step Marketing Plan

You can hand this step-by-step plan to your virtual assistant and she can follow the steps to help you in your business. You can edit and tweak this document with additional information your team may need, or you can even remove anything that doesn’t apply to your business.

You can even record a training video covering each of the steps in this plan that walks your VA through exactly what you need her to do to help you with this project. Then just upload to dropbox and share it with her.

Monthly Results Report

Give this fill-in-the-blank report to your assistant at the completion of your project. It will give you a snapshot of your business after the new marketing plan has been implemented, what your assistant worked on, and what else she can do to help you clear your plate. She can share achieved results, any unexpected hurdles that came up and how she handled them, as well as any feedback she has.

 Task Tracking Calendar

This calendar is such a simple, but powerful tool with task reminders to help your assistant stay on schedule, and meet your deadlines. She can print off a copy to keep on her desk, or she can add the tasks to her calendar in Basecamp or whatever project management system you use.

Common Phrases for Conversations Template

Use this template as an aide to writing your scripts.

Communication Outline Worksheet

Use this visual template and worksheet to create and insert your company scripts for optimal customer communication flow.

Create Your Own Script Template

Use this template whenever you want to create a new script. No matter what type of script you are writing, always start on a positive note.

CS Communication Worksheet

Use this worksheet to ensure your communication skills as a Customer Service representative go above and beyond.

Customer Experience Manifesto Worksheet

Use this worksheet to write a powerful Customer Experience Manifesto.

Customer Service Metrics Worksheet

 Use this worksheet to keep on top of your Customer Service metrics, so you can see where improvement is needed.

Customer Service Monthly Reporting Template

Use this template to create your own focused and targeted Customer Service monthly report form.

Customer Service Rep Monthly Performance

Use this worksheet to track monthly agent performance.

Customer Service Rep Welcome Letter Template

Use this template to write a Welcome Letter for your new Customer Service representative.

Customer Support Platform Comparisons

Use this worksheet to compare Help Desk software and decide which solutions best suit your business.

Frequently Asked Questions Template

Use this template as a shortcut guide to commonly-asked customer service questions.

Sample Customer Service Rep Job Description Template

Use this template as a guide for when you are ready to draft your own CS rep job description.

Training a Customer Service Rep Template

Use this template to develop a training outline for all Customer Service representatives in your company.

Write Your Own Job Description Template

Use this template to easily and quickly write your own job description for a CS rep. 

Business Assessment Checklist

Use this checklist to ensure you’ve thought of everything your VA or agent will need to handle all inquiries

Customer Service Delivery Checklist

Use this checklist to make sure you miss no opportunity to deliver super Customer Service.

Do’s & Don’ts of Customer Sevice Checklist

Use this checklist to make sure you do all the right things when providing customer service – and avoid doing the wrong things!

FAQ & Resource Page Checklist

Use this checklist to make sure you have included all essential information in your FAQ section or page, as well as your Resource page.

Help Desk Feature Checklist

Use this worksheet to determine which features you need in your Help Desk. 

Onboarding a Customer Service Rep Checklist

Use this checklist to properly onboard your customer service representative and set a professional tone that represents your values and gets her clear on your expectations.

Script & Template Checklist

Use this checklist to decide what kind of scripts and templates we need to create for customer service.

Download Everything Now for Only $127 $67!

Anddid you know that if you’re a coach or service provider, you can actually use this kit and get paid by your clients?

You totally can!

If you’re a coach, you can:

1) Use the kit and document your own process along the way. Meaning…make notes about your aha’s, the things that came up for you, any challenges you had, what you did, your results.

2) Create a 1:1 coaching session package or VIP day around the topic of the kit that you can sell to your clients.

3) Print out the kit docs and have your notes in front of you. Then, guide your client through the entire process, step-by-step. You can “teach” them each step, and then work through the questions with them during your session. They’ll walk away from their session with a plan they can take and apply to their business.

4) Don’t want to do live 1:1 sessions? Record a video training for each step, and then at the end of each video, give them their “homework” to work on before moving onto the next step. Then sell the course to your clients. Or post it as new content to your paid group program.

5) Or simply, use the kit during a client’s monthly 1:1 call so you have something to talk about and work on. Especially if your client doesn’t have much to say or report on. So instead of sitting there in awkward silence or cutting a call short – you’ll have something of value to provide to your client.

Now here’s the thing though…you CANNOT sell or giveaway the kit directly, because that’s just for you and your team to use within your business.

BUT…you CAN do all of the things I mentioned above.

If you’re an assistant / business manager / operations manager you can:

You can get on the phone with your client for a strategy session, and use the kit as a guide. You’ll come across as a total expert AND you’ll create an action plan for your client at the same time.

  • Print off the kit docs to have in front of you during your call.
  • Discuss each step in depth using the kit content as a guide.
  • Walk through the questions and exercises with your client, and write their answers right onto the kit pages.
  • Wrap up the call with a plan of action for how you’ll proceed and assist your client in their business.

And hey, if you or your client are not able to, or don’t have time to get on the phone – record all the information, and then send the recording and the list of info you need back from them to proceed.

Seriously…there is nothing more powerful to a biz owner than an assistant who shows initiative. We want people on our team who can take an idea and come back to us with a plan of action for how to get it done!

And I’ve made it super easy for you to do all of that with the project kit on this page…

I’ve loved Melissa since 2009 and everything she puts out is golden. These project kits are complete time savers. If you are a business owner, it has everything you need, a turnkey solution to hand over to your assistant. If you are a VA, you will WOW your client by anticipating their needs and having an organized system ready to go. Love these kits!

Lisa Wells, LisaRWells.com

Melissa Ingold is a genius! She’s taken all the work out of delegating tasks to your team with her Freedom Finder toolkits.  It’s so easy. You just open it up, answer a few questions and hand off the rest to your virtual assistant. Now an entire part of your business is handled and you’re getting reports and status updates from your team without you having to beg for them. You don’t have to understand how the entire process works and you don’t have to build out the entire process. It’s as turn-key as you can get. You’ll get more accomplished in your business, without working harder, and your assistant will be happier because you’re giving her everything she needs to be successful. It can’t get better than that. 

Deanna Maio, DelegatedtoDone.com

Download Everything Now for Only $127 $67!

3 Reasons Why You Need this Project Kit…

Grow Your Biz + Make Money

Now your assistant can stop wasting her time and your money working on dead-end tasks that lead you nowhere! These kits give her direction for working on real projects that will actually help you grow your business and your income.

Save Money + Boost Your ROI

Paying your assistant by the hour can really add up, especially if the tasks you assign really aren’t doing anything for your business, and your outsourcing dollars are being wasted on dead-end projects. Using this project kit will shave hours off your invoice because she won’t have to start from scratch – and she’ll be able to easily “rinse + repeat” it whenever you want – no more wasted money on tasks that don’t get results.

Save Time + Avoid Frustration

Your time is crazy valuable,  so why waste it with tons of back-and-forth emails as you try to explain to your assistant exactly what you want done. With this project kit, you don’t even need to know ‘exactly what you want done’, because she’ll have tons of templates and tools that will help her get right to work.

Frequently Asked Questions

Can I Give this Kit to My Assistant?

Can I Give this Kit to My Assistant?

Yes. You have permission to give this kit to your assistant and other team members to work on your business projects for you.

I’m Not Ready to Hire an Assistant - Can I Still Use this kit?

I’m Not Ready to Hire an Assistant – Can I Still Use this kit?

Absolutely! You can use this for your own personal use to help you fast-track a business project or task. You’ll save so much time + energy by using all the items in the kit.

By documenting your business marketing and tasks, and building your library of training content now, you’ll be in a much better position when you are ready to hire an assistant.

Are the Documents Editable or Are They Only in PDF?

Are the Documents Editable or Are They Only in PDF?

Some of the documents in this kit are editable, therefore they can be edited by you and your team. For instance, the step-by-step marketing plan is always in .doc format, and so are any email templates.

However, some of the items in the kit may be in PDF format. Generally, the only items that are in PDF format are the items that do not need customizing. For example, a flowchart would be in PDF format.

I’m a Virtual Assistant - Can I Use this Kit to Help My Clients?

I’m a Virtual Assistant – Can I Use this Kit to Help My Clients?

Yes. You have permission to use this kit to help you work on a project for your client. In fact, your clients will be impressed that you have all these amazing tools on hand to assist them with their business projects.

Using this kit will make your job so much easier + a lot more fun when you don’t have to create things from scratch (like writing all those autoresponder emails or creating a telesummit speaker kit).

Plus, this kit has the added benefit of teaching of YOU how to do something – which means, you can turn around and offer it as a new service to your clients.

Is this Private Label Rights Content (PLR)?

Is this Private Label Rights Content (PLR)?

NO. You do NOT have permission to resell this kit in any way to your customers or clients.

You can NOT give this kit away for free.

This kit is intended for internal use within your own business.

What are the Terms of Use on This Kit?

What are the “Terms of Use” for This Kit?

This kit is intended for personal business use only:

YOU CAN:

  • Use the toolkit yourself in your business.
  • Give it to your virtual assistant and other team members to work on your business projects.
  • Use the toolkit to provide services to your own paid clients.

YOU CANNOT:

  • Resell this kit in any way to your customers, clients, or members as this is not PLR.
  • Give this kit away for free.

If you have questions about these terms of use, please contact my team and ask.

Download Everything Now for Only $127 $67!

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