How to Collect Client Feedback and Testimonials

full product details

Are you a service provider looking for a way to collect client feedback and testimonials on a consistent basis?

In this toolkit, you will have have access to a one-click Dubsado or Honeybook feedback form plus the steps to create a workflow/automation to automate the process.

take the guesswork out of setting up Dubsado or Honebook to collect client feedback 😍

$97

what's included

BONUS VIDEO: WHY YOU MIGHT WANT TO COLLECT FEEDBACK OUTSIDE Your CRM

FEEDBACK WORKFLOW/Automation Template

ONE-CLICK CLIENT implementation QUESTIONNAIRE FORM

One-Click client feedback questionnaire Form

3 feedback Email templates

client feedback toolkit

Emma F

"The proposal was particularly useful as it was super useful to get a cut and paste version to build on, to see how it worked and what could be included. … but all the canned templates are great, they saved me so much set up time - one click and they’re in, ready for you to customise and make your own with images and language to fit with your brand and voice. "

Sarah H.

"I save SO much time sending out all of the details in the proposal: what to expect the day of the session, styling tips, the invoice and contract... everything is in one spot. Makes it so easy and fast for clients to book and pay the session retainer."

Saskia A.

"I would never been able to understand Dubsado and create workflows that help me save so much time, keeps me more organised and it helps me give my clients a better service. "

OOHS & AHHS

What People Are Saying

Create a central place to manage your leads and clients outside of your CRM

CREATE YOUR CLIENT HUB IN AIRTABLE

Migrate client support out of your inbox and into an Airtable hub

CREATE YOUR SUPPORT TICKET SYSTEM

$147

Want to know how to solicit the most powerful marketing assets for your business?

HOW TO GET PAID USING A DUBSADO SCHEDULER

$97

If you are looking for support while creating systems inside your business, you can join the CRM Blueprint for Creatives, my Dubsado implementation course for creatives, and upgrade to 60-days of support.

WILL YOU HELP ME CUSTOMIZE THESE TEMPLATES?

You can use these templates as many times within your own business as you want. I highly recommend customizing them for your main offer and then duplicating them for your other offers. You may not share them with others or use them in commercial setups for others.

CAN I USE THESE TEMPLATES MORE THAN ONCE?

These templates are made for specific applications. While you can customize the emails for use in another system, the one-click forms will only transfer directly into Dubsado and the Airtable bases will only copy into Airtable.

WILL THESE TEMPLATES WORK IN A DIFFERENT CRM?

You Might Have Some Questions...

Don't worry, I have the answers!

Send a question to templates@coliejames.com so I can get all your questions answered!

I HAVE ANOTHER QUESTION, HOW CAN I REACH YOU?

The purchase of these templates grants you a license to use them within your own business. You may not resell or use them to set up another business inside Dubsado, Honeybook, or Airtable.