Off-Boarding and Upselling Template for Graphic & Branding Designers

Don’t leave money on the table—use this Off-Boarding Template to upsell your design services and create ongoing opportunities with your clients. Perfect for sending at the end of any project, this template helps you highlight additional services you can offer, such as ongoing design support through monthly retainers, or extra design work like social media graphics, print materials, and more. What’s included:

• Upsell Additional Design Services: Offer ongoing support for things like social media graphics, brochures, and website updates.
• Monthly Retainer Options: Offer flexible monthly retainers to keep your clients’ branding fresh and consistent.
• Affiliate Software Recommendations: Share tools like Canva, Adobe, or other useful platforms that align with their business needs.
• Referral Scheme: Encourage clients to refer others by offering a discount or reward when they send new clients your way.

This template will help you create long-lasting relationships with clients and ensure you don’t miss out on repeat business.