The Client Filter

ABOUT THIS PRODUCT: The "Client Filter"

Description: The Client Filter is a powerful digital tool that helps you say goodbye to bad clients and welcome the right ones. With our comprehensive intake questionnaire and email script, you can pre-screen potential clients and ensure they align with your business values and goals. Say goodbye to time-wasting and frustrating clients, and say hello to a roster of ideal clients who appreciate your services and contribute to your success.

👉 HOW IT WORKS

Follow these instructions after purchasing (you will need to be able to open a PDF)
1 - Open the PDF document with Links to access your template in Google Doc or open the MS Word file
2 - Review Page with Instructions before you begin editing
3 - Update the Intake Questionnaire and Email Scripts to customize for your business
4 - Use the email script send it along with your Intake Questionnaire to your prospective clients

👉 WHAT TO EXPECT

✔️ You're purchasing a digital product, NO physical items will be shipped to you
✔️ Access the editable template in MS Word or Google Doc (same templates)
✔️ Intake Questionnaire with editable fields, plus Email Script to use when sending the Intake Questionnaire
✔️ The PDF containing links includes a page with instructions to help you customize the bookkeeping Intake Questionnaire
✔️ Instant Download: We will deliver the Download immediately upon purchase: check your email spam folder if you don’t receive the email.

👉 WHO IS THIS PERFECT FOR?

✔️ NEW Bookkeepers who want to make a great first impression with prospective clients
✔️ Bookkeeping Business Owners who want to set strong boundaries, set expectations and get their new client onboarded quickly (prequalifying prospective clients)

👉 WHAT YOU WILL RECEIVE

✔️ An email upon purchase with links to your purchase (the links are good for 24 hours)

✔️ A PDF Document with multiple pages including links to your Google Doc Template, Video Explainer, Instructions, and Email Scripts

✔️ Word Doc File Intake Questionnaire and Email Script for you to customize

✔️ Instructions to review before updating the form

✔️ Link to a video overview of how to update the intake questionnaire form

✔️ Email script to customize and use when sending your Intake Questionnaire

👉 TERMS OF USE: BEFORE YOU BUY

▲ This listing is for ONE digital template file to access in two ways [MS Word or Google Docs]
▲ There's NO physical product for this purchase
▲ This is YOUR file, you can use and edit as many times as you like for your own personal use. Don't share, sell, or re-distribute
▲ You’ll also receive a document with various Email Scripts

👉 REFUND

We have a no-hassle, 14-day satisfaction policy which means that if you are not fully happy for any reason, we’ll work with you to make sure you’re happy, even if that means a full refund.  Contact us and give us an opportunity to make things right.

👉 DISCLAIMER

This template is an intake questionnaire template with fields to gather information to help you pre-screen prospective clients to determine if you’re a good fit for each other.

FREQUENTLY ASKED QUESTIONS

What if the link in the email with my purchase expires?

Not to worry, we got you covered every step of the way. After you make your purchase, you will receive an email with a link to access your purchase. The link is good for 24 hours. After the initial 24 hours, the link will expire and you can request another link.

Who can I contact if I have a question?

You can contact us by emailing info@veronicasagastume.com or hitting reply to the email you received with your purchase information. Your email is very important to us, we will respond but please allow up to 2 days for us to get back to you.

What if I purchased the wrong product or it’s not what I need?

It happens and we understand. Please contact us within 14 days of your purchase and we’ll be happy to issue a refund. We’ll ask you a few questions to get your refund processed and the funds will be back in your account within 6 business days. We know what it’s like to purchase something that is not the best fit, and we also know how it feels when someone just sees us as a cash transaction. We don’t want you to feel that way, so please contact us and we’ll take care of the rest.

Who created this product?

All Templates were created and designed by Veronica Sagastume. Veronica is a degree accountant who worked in the Corporate world for 20 years, specializing in funded start-up companies in Silicon Valley, before starting her business in 2011. She brings her years of experience and proven strategies when designing templates, scripts, forms, and more to share with you to run, and grow a profitable bookkeeping business.