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Four strategic client journey templates designed to guide prospects from first inquiry to long-term retention. Created by clinicians who understand modern patient expectations and what converts forward-thinking wellness clients.

WHAT'S INCLUDED?

  • Menu of Services - Bold first impression that attracts clients seeking innovation over tradition
  • Client Onboarding Guide - Sets expectations for cutting-edge care and builds confidence in your approach
  • Package Presentation - Your conversion tool for enrolling clients in transformative wellness programs
  • Maintenance Plan Presentation - Transitions clients into ongoing optimization and sustainable revenue streams

Each template includes fill-in-the-blank sections, sample copy, and strategic notes so you can customize everything to your practice model. Built in Canva for easy editing—no design skills required.

This isn't just prettier paperwork. It's your thought leadership conversion system—from first contact to devoted client. Perfect for wellness entrepreneurs, functional medicine pioneers, and practitioners ready to attract clients who want providers leading the industry, not following it.

Chloe's Business Bundle

$997 Special Launch Price: $497

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By purchasing, you're agreeing to our TERMS OF USE.

NEXT STEPS

You're losing potential clients somewhere between inquiry and booking

Your proposals don't reflect the premium value you deliver

You want systems that guide prospects toward "yes" automatically

You're tired of over-explaining your services on sales calls

You need professional materials that close deals for you

You want every client touchpoint to increase conversion rates

Hit download and you'll get instant access to all four Canva templates, plus our strategic customization guide that shows you exactly how to make these feel like your practice (not a template).

Each template comes with clinically-sound copy prompts and positioning strategy so you're not staring at blank spaces wondering what to write. Just swap in your services, add your branding, and start converting prospects into patients.

No design experience needed. Just drag, drop, and deploy.

the fine print

THIS IS PERFECT FOR YOU IF...

This business resource bundle is licensed for unlimited use by one practice (the purchaser). You cannot resell, lease, duplicate, license, sub-license, redistribute, or offer the templates for free to any third party or marketplace.

No refunds on digital downloads. Full terms and conditions available here.

BUY NOW

Expert-level design.      Conversion-focused websites.       strategic business resources.      ready in days, not weeks.

How to Use & Customize Your Business Resources

Follow the prompts: Each section includes placeholder text or guiding questions to help you insert your services, policies, and processes without overthinking it.

Check the strategic notes: Every Canva slide includes step-by-step guidance for tailoring content so it reflects your brand while maintaining the psychology that converts.

Adapt the sample language: Feel free to adjust tone and wording to match your voice (but keep the strategic structure).

Highlight your differentiators: What sets you apart from every other practice in your area? Make sure that comes through.

These templates were designed to give you more than just ready-made patient-facing materials. They’re meant to be strategic touch points in every part of your patient journey. Each document combines fill-in-the-blank prompts, sample language, and provider customization notes so you can adapt the content to your own brand, services, and voice while maintaining a high level of structure and strategy behind your practice presence and patient communications. 

Content Customization

Make it cohesive: Update fonts, colors, and imagery to align with your existing brand (or use the current branding as inspiration if you're starting fresh).



Replace placeholder images: Swap in photos of your practice, team, or high-quality stock that reflects your ideal client.

Built in Canva: No Pro account needed. You can customize it easily with a free Canva account and basic editing skills.


Design Customization

Open your template from the provided link



Click on any slide you want to customize

Look for the "Notes" panel at the bottom left-corner (click "Show Notes" if hidden)


How to Access Strategic Notes in Canva:


Save a master copy before editing so you always have the original framework



Stay consistent across all four templates—same colors, fonts, and vibe for a professional look

Update regularly as your services evolve so these stay current and accurate



Pro Tips



BUY NOW

 Do I need design experience to customize these?

Nope. These are built in Canva with drag-and-drop simplicity. If you can edit an Instagram story, you can customize these templates.

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Can I use my own branding and colors?


Absolutely. Each template is fully customizable—swap in your logos, colors, fonts, and copy to make them completely yours.

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Can I purchase these templates individually?

No, these are designed as a complete customer journey system. Each piece works together strategically to guide prospects from initial inquiry to committed client—breaking them apart defeats the conversion psychology.

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 Can I use these for multiple locations or practices?

This license covers one practice/business entity. Multiple locations under the same business are fine—separate practices need separate licenses.

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Do these include the actual copy or just the design?


Design + strategy. Each template includes strategic copy prompts and examples, plus guidance on how to customize the messaging for your specific services and positioning.

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What if I want the template but don’t want to DIY?

That’s where our semi-custom option comes in. We take the template, customize it for your brand, update the design, and even help with copy. You get a fully launched brand and website—without spending a single Saturday Googling “how to launch a site.”

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How fast can I launch?

We’ve had clinicians go from purchase to fully launched in under a week. It’s really that fast if you’re focused. Templates give you the structure and clarity—so you can stop overthinking and actually launch.

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