Purchase Consulting Package Template

Make informed decisions with ease using this template, designed to streamline consulting package inquiries and purchases

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Template Overview

The "Purchase Consulting Package Template" simplifies the process of purchasing consulting services by providing a clear, user-friendly form. Clients can browse, select, and inquire about consulting packages tailored to their needs. The template includes options for adding package details, pricing, and client-specific customization, ensuring a smooth and transparent experience for both clients and consultants.

This template supports sales efforts by turning client inquiries into confirmed purchases through a clear and efficient process. It helps sales teams close deals faster by reducing friction in the purchase experience.

Key Features

  1. Select service(s) of interest

  2. Select preferred appointment time

  3. Collect contact information

  4. Calculator element

Benefits

  • Simplifies Client Decisions: Offers a structured way for clients to browse and select consulting packages, making the decision-making process easier.

  • Improves Transparency: Displays package details, inclusions, and pricing upfront, building trust and minimizing back-and-forth inquiries.

  • Streamlines Communication: Captures essential client information, ensuring that consultants can quickly address specific needs and provide tailored services.

  • Customizable: Easily adapts to different consulting services and industries, allowing businesses to present their unique offerings effectively.

  • Enhances Professional Image: Showcases consulting packages in an organized and polished manner, reflecting positively on the consultant's brand.

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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