Engineers have been asking for one central location to house the Canva Templates that have been shared throughout our Customer Engine trainings…ask and ye shall receive!

See below for a variety of links to templates that have been covered on previous trainings and weekly calls, as well as a short explanation for each. We will continue to update this list as more are shared.

SMS Test Card

  • This was reviewed on our “Sliding Door Sales Presentation” call where we shared the actual process we follow when engaging new clients. The SMS Test Card can be a useful tool for those initial conversations.

The Green Card

  • This was reviewed on our “Sliding Door Sales Presentation” call where we shared the actual process we follow when engaging new clients. The Green Card is a great tool to use when showing clients the different types of promotions they can run using our system.

List-Builder (Postcard Size)

  • This was reviewed on our “Aggressive 5 List Building Campaigns” call where we revealed some awesome methods for building your clients’ lists. This postcard-sized template can be used for a variety of marketing efforts on behalf of your clients such as mailers and in-house collateral.

List-Builder (Business Card Size)

  • This was reviewed on our “Aggressive 5 List Building Campaigns” call where we revealed some awesome methods for building your clients’ lists. This business card-sized template can be used for a variety of marketing efforts on behalf of your clients such as to-go orders and in-house collateral.

Message Limit Pricing Plans

  • This was reviewed on our Weekly Q&A Call on 10/14/20 when push notifications were released. On this call, we demonstrated how you could use this feature to double your monthly fee with message limits. This template was created to provide you with a sample of how you could structure your client’s pricing based on the amount of their contacts and messages sent.

Stay tuned for more to come!