{"title":"Client Management Templates","description":"\u003cp\u003eOrganized digital Canva templates for client onboarding, projects, communication, billing, and follow-up.\u003c\/p\u003e","products":[{"product_id":"multi-page-client-communication-log","title":"Multi-Page Client Communication Log","description":"\u003cp\u003eRecord client conversations and the follow-ups they create.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e2 worksheet pages: Communication History \u0026amp; Notes; Follow-Ups \u0026amp; Pending Communication.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eSee what was discussed, which requests remain open, and when to contact the client again.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719755104317,"sku":"ZBV-CM-4581016753","price":5.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/ZbyVex-Client-Communication-Log-01-etsy-8566383918.jpg?v=1790383431"},{"product_id":"multi-page-client-meeting-notes","title":"Multi-Page Client Meeting Notes","description":"\u003cp\u003eCapture meeting discussions, decisions, and next actions in one place.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e2 worksheet pages: Meeting Agenda \u0026amp; Discussion Notes; Decisions, Action Items \u0026amp; Follow-Up.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eLeave a meeting with decisions, responsibilities, and follow-up items recorded.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719755333693,"sku":"ZBV-CM-4581010443","price":5.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8566326102_edaa.jpg?v=1790384828"},{"product_id":"client-testimonial-request-form","title":"Client Testimonial Request Form","description":"\u003cp\u003eGuide a client through a testimonial and record their sharing preferences.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e1 worksheet page: Client Testimonial Request Form.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eGive clients prompts for a useful testimonial while recording their permission and attribution preferences.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719755431997,"sku":"ZBV-CM-4581024762","price":5.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8614185215_2j0w.jpg?v=1790384881"},{"product_id":"multi-page-client-feedback-form","title":"Multi-Page Client Feedback Form","description":"\u003cp\u003eCollect structured feedback after a client project or service.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e2 worksheet pages: Client Experience \u0026amp; Satisfaction; Detailed Feedback \u0026amp; Next Steps.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eBring ratings, comments, and improvement ideas into one review.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719756382269,"sku":"ZBV-CM-4580326642","price":7.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8561098614_kbzo.jpg?v=1790384877"},{"product_id":"multi-page-client-satisfaction-survey","title":"Multi-Page Client Satisfaction Survey","description":"\u003cp\u003eAsk focused questions about a client's service experience.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e2 worksheet pages: Satisfaction Ratings \u0026amp; Experience; Experience Insights \u0026amp; Improvement.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eCompare client ratings with the reasons behind them and identify where the experience can improve.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719756415037,"sku":"ZBV-CM-4580311011","price":7.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8608945807_d6wz.jpg?v=1790384872"},{"product_id":"client-approval-tracker","title":"Client Approval Tracker","description":"\u003cp\u003eRecord work submitted for review, feedback, and sign-off.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e1 worksheet page: Client Approval Tracker.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eSee what needs review, what feedback was received, and what has been approved.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719756546109,"sku":"ZBV-CM-4580304207","price":4.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8561034052_3peq.jpg?v=1790384868"},{"product_id":"multi-page-client-project-status-tracker","title":"Multi-Page Client Project Status Tracker","description":"\u003cp\u003eKeep project progress and upcoming actions visible.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e2 worksheet pages: Project Status Overview; Progress Updates \u0026amp; Next Actions.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eReview current progress and decide which next steps need attention.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719756611645,"sku":"ZBV-CM-4580303637","price":6.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8608883075_clde.jpg?v=1790384886"},{"product_id":"multi-page-client-task-tracker","title":"Multi-Page Client Task Tracker","description":"\u003cp\u003eOrganize project tasks, owners, deadlines, and status.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e2 worksheet pages: Task Overview \u0026amp; Status; Task Breakdown \u0026amp; Deadlines.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eKeep deadlines and responsibilities visible as project work moves forward.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719756677181,"sku":"ZBV-CM-4579596425","price":5.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8555792560_94qa.jpg?v=1790384891"},{"product_id":"multi-page-client-revision-tracker","title":"Multi-Page Client Revision Tracker","description":"\u003cp\u003eTrack requested changes and the follow-up needed for each revision.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e2 worksheet pages: Revision Overview \u0026amp; Status; Detailed Revision Log \u0026amp; Follow-Up.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eKeep change requests, their status, and the next response together.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719756742717,"sku":"ZBV-CM-4579594439","price":5.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8555780826_iu6z.jpg?v=1790384894"},{"product_id":"multi-page-client-project-timeline","title":"Multi-Page Client Project Timeline","description":"\u003cp\u003ePlan project milestones, tasks, and due dates.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e2 worksheet pages: Project Timeline Overview \u0026amp; Key Dates; Milestones, Tasks \u0026amp; Deadlines.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eShow the sequence of milestones and due dates across a project.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719756808253,"sku":"ZBV-CM-4579607812","price":5.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8603607793_im7p.jpg?v=1790384899"},{"product_id":"multi-page-client-deliverables-tracker","title":"Multi-Page Client Deliverables Tracker","description":"\u003cp\u003eKeep client deliverables and their status organized.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e2 worksheet pages: Deliverables Overview \u0026amp; Status; Tasks, Deadlines \u0026amp; Follow-Up.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eSee which deliverables are planned, in progress, awaiting review, or complete.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719756873789,"sku":"ZBV-CM-4579606364","price":6.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8555738200_r18p.jpg?v=1790384905"},{"product_id":"multi-page-client-project-planner","title":"Multi-Page Client Project Planner","description":"\u003cp\u003ePlan a client project from scope through delivery and follow-up.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e4 worksheet pages: Project Overview \u0026amp; Key Details; Deliverables \u0026amp; Task Breakdown; Timeline \u0026amp; Milestones; Progress Tracker \u0026amp; Next Actions.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eConnect project details, work breakdown, timeline, and progress in one plan.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719757070397,"sku":"ZBV-CM-4578976735","price":9.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8551129966_6wky.jpg?v=1790384927"},{"product_id":"multi-page-project-proposal-template","title":"Multi-Page Project Proposal Template","description":"\u003cp\u003ePresent project scope, deliverables, timing, and pricing clearly.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e4 worksheet pages: Project Overview \u0026amp; Objectives; Project Scope \u0026amp; Deliverables; Project Timeline \u0026amp; Workflow; Project Pricing, Terms \u0026amp; Next Steps.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eGive a client a structured overview of the work and proposed terms.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719757135933,"sku":"ZBV-CM-4578972137","price":11.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8551094106_pnam.jpg?v=1790384990"},{"product_id":"client-billing-information-form","title":"Client Billing Information Form","description":"\u003cp\u003eCollect the details needed to prepare a client invoice.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e1 worksheet page: Client Billing Information Form.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eReduce missing invoice details before preparing a bill.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719757267005,"sku":"ZBV-CM-4578163155","price":4.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8544873284_cd20.jpg?v=1790384911"},{"product_id":"multi-page-scope-of-work-template","title":"Multi-Page Scope of Work Template","description":"\u003cp\u003eLay out project responsibilities, deliverables, and timing.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e3 worksheet pages: Project Overview \u0026amp; Scope; Deliverables, Tasks \u0026amp; Responsibilities; Timeline, Milestones \u0026amp; Completion.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eClarify what will be delivered, who is responsible, and the intended schedule.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719757332541,"sku":"ZBV-CM-4578977467","price":9.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8551135746_ssqe.jpg?v=1790384935"},{"product_id":"multi-page-service-proposal-template","title":"Multi-Page Service Proposal Template","description":"\u003cp\u003ePresent a service offer with scope, timeline, and pricing.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e4 worksheet pages: Proposal Overview \u0026amp; Project Goals; Scope Of Work \u0026amp; Deliverables; Timeline \u0026amp; Project Process; Pricing, Terms \u0026amp; Next Steps.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eMake the proposed service and next steps easier for a client to review.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e","brand":"ZbyVex","offers":[{"title":"Default Title","offer_id":43719757398077,"sku":"ZBV-CM-4578972957","price":11.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0668\/9652\/7421\/files\/il_fullxfull.8598966689_tou4.jpg?v=1790384940"},{"product_id":"multi-page-outstanding-invoice-tracker","title":"Multi-Page Outstanding Invoice Tracker","description":"\u003cp\u003eKeep unpaid invoices and payment follow-ups visible.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e2 worksheet pages: Outstanding Invoice Log; Follow-Up \u0026amp; Payment Recovery Log.\u003c\/li\u003e\n\u003cli\u003eCanva template access.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it helps\u003c\/h3\u003e\u003cp\u003eSee unpaid amounts and document collection follow-ups without losing the history.\u003c\/p\u003e\u003ch3\u003eEasy to use\u003c\/h3\u003e\u003cp\u003eAdd your own text in Canva. Color-customizable.\u003c\/p\u003e\u003ch3\u003eDigital product\u003c\/h3\u003e\u003cp\u003eThis is a digital product. 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