Client Trust and Follow-Through Bundle
Want a clearer way to show your work, handle a warm introduction and follow through after the conversation?
Three complete coaching-business kits for accurate client proof, permission-based referrals and thoughtful discovery-call follow-through.
Use the kit that matches the work in front of you. Prepare a client story grounded in real evidence. Give a referral a clear, agreed next step. Choose a relevant follow-up for an existing inquiry or discovery call. The bundle brings these three separate workflows together so you can adapt them to the same offer and business.
Digital download. One-time purchase. Any applicable tax is shown at checkout. The three individual kits total $57 when bought separately.
What this helps you do
Explain real client work with evidence and specific publication permission.
Give warm referrals a clear fit description, permission check and receiving owner.
Choose an appropriate next message from the conversation you actually had.
Keep the three workflows in separate folders, with a short guide to choosing where to start.
What you receive
Complete Client Proof and Case Study Kit: 14-page PDF guide, editable DOCX workbook, 3-page optional AI PDF and README.
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.
Complete Discovery Call Follow-Through Kit: 20-page PDF guide, editable DOCX with two 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.
Bundle start guide with the purpose of each kit, suggested starting points and file-opening notes.
One ZIP download, delivered electronically after successful payment. No physical item is shipped.
Who it is for
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.
Files and software
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.
Scope
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.
Frequently asked questions
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. Compare the current bundle price with individual prices before buying. 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 bundle includes the Discovery Call kit again. Compare current prices before buying. 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.
License and refund policy
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.
All sales are final, except where required by law. Please check the contents and software requirements before buying.
