The Ultimate Client-Closer

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License type:


Personal License: You may use this for your own projects only. For client projects, please purchase a commercial license. Learn more about licenses.



Commercial License: You may use this template for both personal and client projects. Learn more about licenses.

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Convert warm leads into high-ticket sales like clockwork with this incredible client-closing toolkit.

When it comes to on-boarding potential clients into your business there's a huge opportunity for you to get them off the fence and into your books quickly and effortlessly.

When potential clients submit an inquiry or get in touch - many freelancers, agencies and service providers simply follow up with a single email not really giving the potential client any direction or next steps.

We've created The Ultimate Client-Closer to help you convert warm leads into clients at astonishing rates.

The toolkit consists of a customisable services and pricing guide that's designed to give your potential client an in-depth look into your services and how you can help them achieve their goals.

Simply edit the pages of your choice in InDesign, Photoshop or Canva, compile them into a PDF and send them to anyone who inquires about your services.

By providing them with this PDF you're making their decision to hire you so much easier increasing your chances of landing a new, paying client.

And, if that wasn't enough we've also included three essential business templates – Invoice, estimate and design brief – you can use to keep everything looking beautiful and consistent.

The Ultimate Client-Closer includes these pages:

  • Cover page
  • Table of Contents
  • Introduction
  • Let's Connect
  • Expectations
  • Qualification / Are We a Good Match
  • Meet the Team (4 Options)
  • Packages / Services (3 Options)
  • Package Details
  • Package Add-Ons
  • Case Studies
  • Testimonials
  • Portfolio (4 Options)
  • Process (2 Options)
  • Project Timeline
  • What We Need From You
  • Next Steps
  • FAQ

Key features:

  • Over 30 different pages to mix and match
  • Easily customisable to your business
  • Available in InDesign, Photoshop and Canva formats.

Here's a sneak peak of all the pages inside: