Your work is only as strong as the systems behind it and this bundle is built to deliver results at every client touchpoint.
From pitching to project wrap, our Client Success Bundle equips you with the exact templates we use to run smooth and strategic client workflows. Whether you're a freelancer or a growing agency, this bundle gives you the structure to confidently manage projects, plan deliverables, and create a premium client experience. Save 10% when you purchase this bundle.
What’s Inside:
Project Management Template (Notion): Track client work by priority, timeline, status, and key contacts with full visibility at every stage
Shot List Template (Notion): Organize concepts, deliverables, props, and scripts to prep for efficient, high-impact content days
Quarterly Planning Template (Notion): Turn big goals into actionable steps with a system that helps you organize priorities, build daily habits, and track progress over a three-month period
Client Proposal Template (Canva): Present services, packages, and scope with a polished, brand-forward design that converts
Client Onboarding Template (Canva): Set clear expectations and timelines while delivering a seamless and professional onboarding experience
Prefer a different platform? Check out the Google Sheets version of this template here.
PLEASE NOTE: Seventh House Marketing is in no way affiliated with Notion or Canva, and these resources are not official templates provided by those platforms. PRICING IS IN USD (see conversion rates here)
Your work is only as strong as the systems behind it and this bundle is built to deliver results at every client touchpoint.
From pitching to project wrap, our Client Success Bundle equips you with the exact templates we use to run smooth and strategic client workflows. Whether you're a freelancer or a growing agency, this bundle gives you the structure to confidently manage projects, plan deliverables, and create a premium client experience. Save 10% when you purchase this bundle.
What’s Inside:
Project Management Template (Notion): Track client work by priority, timeline, status, and key contacts with full visibility at every stage
Shot List Template (Notion): Organize concepts, deliverables, props, and scripts to prep for efficient, high-impact content days
Quarterly Planning Template (Notion): Turn big goals into actionable steps with a system that helps you organize priorities, build daily habits, and track progress over a three-month period
Client Proposal Template (Canva): Present services, packages, and scope with a polished, brand-forward design that converts
Client Onboarding Template (Canva): Set clear expectations and timelines while delivering a seamless and professional onboarding experience
Prefer a different platform? Check out the Google Sheets version of this template here.
PLEASE NOTE: Seventh House Marketing is in no way affiliated with Notion or Canva, and these resources are not official templates provided by those platforms. PRICING IS IN USD (see conversion rates here)
