01 Client Proof and Case Study Kit
Complete Client Proof and Case Study Kit: 14-page PDF guide, editable DOCX workbook, 3-page optional AI PDF and README.
Three complete kits · One practical bundle
Client Trust and Follow-Through Bundle
Avoid overstated client stories, stalled introductions and follow-ups that miss the conversation. Three complete kits help you check the evidence, agree on the handoff and choose a relevant next message.
Explore the contents For online coaches · Digital download
Before you buy
Choose the help that fits.
A good fit if…
For online coaches who want practical templates across more than one of these tasks. You can start with a single workflow; you do not need to complete the three kits in order.
Scope and limits
The bundle contains the same complete kits sold separately. It does not include done-for-you implementation, installed automations, account connections, a coaching service or guaranteed business results. Examples are fictional. Marketing PMP’s inquiry tracker remains a separate free resource and is not a paid bundle component.
A closer look
Inside the three kits.
Digital mockups illustrate the contents. Devices and printed pages are for illustration only; illustrated text may differ from the delivered files.
One ZIP · Three complete kits + a start guide
Know exactly what you’re getting.
02 Referral Intake and Handoff Kit
Complete Referral Intake and Handoff Kit: 15-page PDF guide, 12-section DOCX workbook, separate one-page DOCX brief, phone-friendly route PNG and two TXT files.
03 Discovery Call Follow Through Kit
Complete Discovery Call Follow-Through Kit: 20-page PDF guide, editable DOCX with setup worksheets and eight email/DM scenario pairs, optional AI TXT prompt and README. The guide includes a decision map and four fictional worked cases.
00 START HERE.txt
Bundle start guide with the purpose of each kit, suggested starting points and file-opening notes.
Use your judgment at every step
Start with the work in front of you.
- Show your work.Use Client Proof for accurate stories with specific publication permission.
- Handle the introduction.Use Referral Intake to give a warm referral an agreed next step.
- Follow through.Use Discovery Call Follow-Through for an existing inquiry or call.
The practical details
Before you open the files.
Which three products are included?
Client Proof and Case Study Kit, Referral Intake and Handoff Kit, and Discovery Call Follow-Through Kit. Each is the complete version sold separately for $19 USD.
How much do I save?
The three individual kits total $57 USD. The bundle is $45 USD, a $12 saving against buying all three separately. Any applicable tax is shown at checkout.
I already own the Discovery Call kit. Is the bundle still cheaper?
If you only need the two new kits, buying them separately costs $38 USD. The $45 bundle includes the Discovery Call kit again. No upgrade credit or replacement discount is included.
Which kit should I start with?
Start with Client Proof when you have real work to document; Referral Intake when a warm introduction needs a clearer path; or Discovery Call Follow-Through when you need to respond to an existing inquiry or call.
Does this include the free inquiry tracker?
The tracker is available separately at no charge. It is not part of the bundle price, and you can use your own CRM or private manual list instead.
Will the files automate my marketing?
No. These are self-guided documents and message templates. You review the facts and permissions, adapt the wording and take the appropriate action yourself.
What software do I need?
Extract the ZIP before use. Read PDFs in a standard PDF reader and edit DOCX files in a compatible word processor. Fonts, spacing and page breaks may vary by app. TXT files open in a plain-text editor. Software and AI subscriptions are not included. You can use the core templates without AI or a CRM connection.
The Client Proof workbook’s Word text controls may appear as ordinary text in other editors. DOCX response areas and page counts can grow as you edit. PDFs preserve the guide layouts.
How is the download delivered?
One ZIP download, delivered electronically after successful payment. No physical item is shipped. Check the email address you use at checkout for confirmation and download instructions.
How can I use the files?
For use in your own business or personal use under Marketing PMP’s personal, non-exclusive, non-transferable license. No resale, redistribution, sublicensing, or sharing of the product files. Read the full terms and conditions.
What is the refund policy?
All sales are final, except where required by law. Please check the contents and software requirements before buying. Read the terms.
Client Trust and Follow-Through Bundle
Keep the story, introduction and next message clear.
One ZIP · Three complete kits + a start guide. Adapt the materials to your own business.
$45 USD One-time digital download
Continue to Wix checkout to review the final total, including any applicable tax.
One ZIP, delivered electronically after successful payment. No physical item is shipped.
PDF reader and DOCX-compatible editor needed. Software and AI subscriptions are not included.
Licensed for your own business or personal use; no redistribution. Full license and terms.
All sales are final, except where required by law.
Questions? kingstadcompanies@gmail.com
Choose the help you need
You might also like
The bundle contains the same three kits sold individually. If you own the bundle, you already have all three; there is no need to buy them again. If you own a kit, check what you already have before choosing the bundle.