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Client Check-Ins and Cooperation (AKA: Managing and Preventing Naughty Clients) Offer

Knowing how to check-in with your couples on a regular basis is pertinent to keeping things on track and avoiding issues that can lead to getting fired or needing to fire a couple.

In this kit, I’ll give you all the right words and structure for status updates, reigning a client in and firing them if necessary.

Inside, you'll find the following email templates:

  1. CHECK INS AND INFO REQUESTS FOR COUPLES- couple is on track 
  2. CHECK INS AND INFO REQUESTS FOR COUPLES- couple is NOT on track (first “warning”)
  3. CHECK INS AND INFO REQUESTS FOR COUPLES- couple is NOT on track and isn’t responsive (second “warning”)
  4. CHECK INS AND INFO REQUESTS FOR COUPLES- couple is NOT on track and isn’t responsive (final “warning” – which assumes you have also tried to call or text them)
  5. COUPLE NOT FOLLOWING YOUR PROCESS (initial education)
  6. COUPLE NOT FOLLOWING YOUR PROCESS (first “warning”)
  7. COUPLE NOT FOLLOWING YOUR PROCESS (second “warning”)
  8. COUPLES JUMPING AHEAD IN THE PROCESS 
  9. ADDRESSING OVERBEARING NON-PLANNING PARTNERS (step one)
  10. ADDRESSING OVERBEARING NON-PLANNING PARTNERS (step two)
  11. FIRING A CLIENT