Consultation Prep Email


Send your clients this Guide to Consultation so they can be better prepared and your time can be used more efficiently. This editable template hits on key talking points so every client consultation feels accomplished.


All aspects of these documents are customizable unless otherwise noted. All forms use a free program in either Canva, Google Docs, or Google Sheets. A free account is needed to customize. This is a digital product. ALL SALES ARE FINAL and includes a SINGLE-USE, STANDARD license only, which allows for a limited commercial use. This product may not be resold, transferred, or shared with any professional entity outside of your employees. Copyright restrictions apply and legal action may be taken.