Customize Guidebooks
Guidebooks are fabulous for setting expectations and creating seamless client and team collaboration. But customizing them is an admin task that may be better taken off your hands.
What you get:
• A fully customized, branded Client Guidebook in a PowerPoint or Google Slide format.
• Easily convert this to a PDF or eBook to present to new clients.
The Quick & Dirty
You're busy, we get it. We do all of the heavy lifting so that getting a customized guidebook is fast and easy.
30-day satisfaction promise
Sample template
With easy-to-follow instructions and examples, we make implementing your new templates quick and easy. If, however, you get stuck, we offer a free 15 minute consultation to answer questions and help you get the most out of your new templates.
How it Works:
You fill out a questionnaire
We send you back a fully customized guidebook
Review & tweak
Customizing your handbook will include:
Branding with your colours and logos (if you have a brand-themed slide deck we can incorporate that for you)
Setting up your firm-specific process settings (how to communicate - client guidebook, how to handle stale-dated paycheques in the internal guides, etc.)
Once you've received and reviewed your Customized Guidebook, we offer a round of edits so that we can help get it just right.