Audit Your Client Experience Systems
Create a Seamless Client Journey Without the Guesswork
Your client experience should feel smooth—for you and your clients. When the systems behind your business are clear and intentional, you spend less time fixing problems and more time delivering your best work. This workshop helps you audit, refine, and optimize your client journey so every step, from first contact to final farewell, works effortlessly.
Strengthen the Foundation of Your Client Experience
Your client journey is already making an impact—let’s take a closer look at all the moving pieces that make it work. A system isn’t just a tool—it’s the steps, communication, decisions, and tools that shape how your clients move through your business. When everything works together, your client experience feels smooth, effortless, and aligned with how you love to work.
Your client experience is made up of four key areas:
Lead Management – How potential clients find you, interact with you, and decide to work with you.
Client Onboarding – The process of welcoming and preparing clients for your work together.
Service Delivery – How you provide your offer in a way that supports your clients and meets their needs.
Client Offboarding – Wrapping up the engagement in a way that leaves clients feeling valued and sets the stage for future opportunities.
When these systems work well, you save time and energy, avoid unnecessary frustration, and ensure your clients feel supported every step of the way. A well-structured client experience builds trust, increases referrals, and allows you to focus on delivering your best work instead of constantly troubleshooting.
This one-day workshop is designed to help you review, refine, and optimize each of these areas so your business runs more smoothly—for you and your clients.
And no, this won’t be an exhausting all-day lecture. We’re making this interactive, strategic, and even a little fun.
What You’ll Get (and Why You’ll Love It)
🛠 Full Client Experience Review: Understand what’s working, what’s not, and gain clarity on how to refine your client journey for better results.
📚 Two Guided Learning Sessions: One in the morning, one after lunch—where I’ll share key concepts, best practices, and strategies to help you create a smooth client journey. These sessions will be recorded and available for you to download and rewatch anytime.
💡 Personalized Coaching & Strategy: Before lunch and at the end of the day, each participant will get dedicated 1:1 time with me to ask questions, get direct feedback, and work through their specific client experience challenges.
📝 Guided Audit Workbook (Experience Blueprint Audit): This workbook is your step-by-step guide to auditing your client experience, answering the key questions that will help you build an action plan for moving forward. It includes the same strategic questions I ask my 1:1 clients, along with suggestions on how to create a plan that works for your business.
👥 Small Group Setting (Max 6 People): So you actually get my time and attention (and don’t feel like you’re just another face in a Zoom room).
🎉 Exclusive Discount: As a participant, you’ll receive 20% off my Quick Boost and Strategy On Speed Dial support passes.
⏳ Worried About Time? This workshop isn’t about adding more to your plate—it’s about making your business run more smoothly so you can spend less time troubleshooting and more time doing what you love.
🖥 Not Tech-Savvy? No worries! This isn’t about forcing you into a specific tool or software. We’re focused on strategy first, so you can decide what tools best support your processes.
The Breakdown
🕙 10:00 AM - 3:00 PM CT (with a one-hour break, because brain space is important)
Morning Class Session – Understanding what makes a client experience smooth, simple, and effective
Morning Co-Working Time – Apply what you’ve learned, work through your Experience Blueprint, and refine your systems
Pre-Lunch Coaching & Strategy – Each participant gets 1:1 time to refine their client experience
Post-Lunch Class Session – Refining your client journey with intention
Afternoon Co-Working Time – Continue working through your Experience Blueprint, with time to implement changes
Afternoon Strategy & Wrap-Up – More 1:1 time and a clear plan to move forward
Who This Is For
Coaches, consultants, and online service providers who want a clear, intentional client experience.
Business owners ready to fine-tune how clients move through their business for more ease and efficiency.
Entrepreneurs who want to create a seamless, aligned process that makes clients feel supported and valued.
This is NOT for you if you’re looking for a one-size-fits-all template. We’re refining your client experience so it actually fits your business.
FAQs
1. Will I have access to the recordings?
Yes! The two class sessions will be recorded, and you’ll have lifetime access to download and rewatch them whenever you need a refresher.
2. How much personalized support will I get?
Each participant will get dedicated 1:1 time before lunch and at the end of the day to ask questions, get feedback, and refine their client experience. Plus, I’ll be available during co-working time to provide guidance as you work through your audit.
3. What if I don’t have a client experience system yet?
Perfect! This workshop will help you map out the steps, communication, and tools you need to create one that fits your business. You don’t need a fully built system—just a willingness to refine what you have or start fresh.
4. Do I need specific tools or software to participate?
Nope! This isn’t about forcing you into a particular tool or software. We’re focused on strategy first, and then you can decide what tools best support your processes.
5. What’s the difference between this and your 1:1 client work?
This workshop gives you access to the same audit questions and strategy framework I use with my 1:1 clients, but in a small group setting. You’ll walk away with a clear action plan, and if you want additional support, you’ll get 20% off my Quick Boost and Strategy On Speed Dial support passes.
6. Is this a lecture-style workshop?
Nope! This is interactive and hands-on. You’ll learn key concepts in the class sessions, but you’ll also have co-working time to apply what you’ve learned, plus 1:1 coaching to address your specific needs.
7. How much time will I need outside of the workshop to implement changes?
That depends on how complex your client experience is! By the end of the workshop, you’ll have a clear plan so you can implement at your own pace—whether that’s a few small tweaks or a full system overhaul.
8. Will there be a way to ask follow-up questions after the workshop?
Yes! Each participant can book one free Voxer consult with me to ask any follow-up questions as they implement what they’ve learned.
Create a Seamless Client Journey Without the Guesswork
Your client experience should feel smooth—for you and your clients. When the systems behind your business are clear and intentional, you spend less time fixing problems and more time delivering your best work. This workshop helps you audit, refine, and optimize your client journey so every step, from first contact to final farewell, works effortlessly.
Strengthen the Foundation of Your Client Experience
Your client journey is already making an impact—let’s take a closer look at all the moving pieces that make it work. A system isn’t just a tool—it’s the steps, communication, decisions, and tools that shape how your clients move through your business. When everything works together, your client experience feels smooth, effortless, and aligned with how you love to work.
Your client experience is made up of four key areas:
Lead Management – How potential clients find you, interact with you, and decide to work with you.
Client Onboarding – The process of welcoming and preparing clients for your work together.
Service Delivery – How you provide your offer in a way that supports your clients and meets their needs.
Client Offboarding – Wrapping up the engagement in a way that leaves clients feeling valued and sets the stage for future opportunities.
When these systems work well, you save time and energy, avoid unnecessary frustration, and ensure your clients feel supported every step of the way. A well-structured client experience builds trust, increases referrals, and allows you to focus on delivering your best work instead of constantly troubleshooting.
This one-day workshop is designed to help you review, refine, and optimize each of these areas so your business runs more smoothly—for you and your clients.
And no, this won’t be an exhausting all-day lecture. We’re making this interactive, strategic, and even a little fun.
What You’ll Get (and Why You’ll Love It)
🛠 Full Client Experience Review: Understand what’s working, what’s not, and gain clarity on how to refine your client journey for better results.
📚 Two Guided Learning Sessions: One in the morning, one after lunch—where I’ll share key concepts, best practices, and strategies to help you create a smooth client journey. These sessions will be recorded and available for you to download and rewatch anytime.
💡 Personalized Coaching & Strategy: Before lunch and at the end of the day, each participant will get dedicated 1:1 time with me to ask questions, get direct feedback, and work through their specific client experience challenges.
📝 Guided Audit Workbook (Experience Blueprint Audit): This workbook is your step-by-step guide to auditing your client experience, answering the key questions that will help you build an action plan for moving forward. It includes the same strategic questions I ask my 1:1 clients, along with suggestions on how to create a plan that works for your business.
👥 Small Group Setting (Max 6 People): So you actually get my time and attention (and don’t feel like you’re just another face in a Zoom room).
🎉 Exclusive Discount: As a participant, you’ll receive 20% off my Quick Boost and Strategy On Speed Dial support passes.
⏳ Worried About Time? This workshop isn’t about adding more to your plate—it’s about making your business run more smoothly so you can spend less time troubleshooting and more time doing what you love.
🖥 Not Tech-Savvy? No worries! This isn’t about forcing you into a specific tool or software. We’re focused on strategy first, so you can decide what tools best support your processes.
The Breakdown
🕙 10:00 AM - 3:00 PM CT (with a one-hour break, because brain space is important)
Morning Class Session – Understanding what makes a client experience smooth, simple, and effective
Morning Co-Working Time – Apply what you’ve learned, work through your Experience Blueprint, and refine your systems
Pre-Lunch Coaching & Strategy – Each participant gets 1:1 time to refine their client experience
Post-Lunch Class Session – Refining your client journey with intention
Afternoon Co-Working Time – Continue working through your Experience Blueprint, with time to implement changes
Afternoon Strategy & Wrap-Up – More 1:1 time and a clear plan to move forward
Who This Is For
Coaches, consultants, and online service providers who want a clear, intentional client experience.
Business owners ready to fine-tune how clients move through their business for more ease and efficiency.
Entrepreneurs who want to create a seamless, aligned process that makes clients feel supported and valued.
This is NOT for you if you’re looking for a one-size-fits-all template. We’re refining your client experience so it actually fits your business.
FAQs
1. Will I have access to the recordings?
Yes! The two class sessions will be recorded, and you’ll have lifetime access to download and rewatch them whenever you need a refresher.
2. How much personalized support will I get?
Each participant will get dedicated 1:1 time before lunch and at the end of the day to ask questions, get feedback, and refine their client experience. Plus, I’ll be available during co-working time to provide guidance as you work through your audit.
3. What if I don’t have a client experience system yet?
Perfect! This workshop will help you map out the steps, communication, and tools you need to create one that fits your business. You don’t need a fully built system—just a willingness to refine what you have or start fresh.
4. Do I need specific tools or software to participate?
Nope! This isn’t about forcing you into a particular tool or software. We’re focused on strategy first, and then you can decide what tools best support your processes.
5. What’s the difference between this and your 1:1 client work?
This workshop gives you access to the same audit questions and strategy framework I use with my 1:1 clients, but in a small group setting. You’ll walk away with a clear action plan, and if you want additional support, you’ll get 20% off my Quick Boost and Strategy On Speed Dial support passes.
6. Is this a lecture-style workshop?
Nope! This is interactive and hands-on. You’ll learn key concepts in the class sessions, but you’ll also have co-working time to apply what you’ve learned, plus 1:1 coaching to address your specific needs.
7. How much time will I need outside of the workshop to implement changes?
That depends on how complex your client experience is! By the end of the workshop, you’ll have a clear plan so you can implement at your own pace—whether that’s a few small tweaks or a full system overhaul.
8. Will there be a way to ask follow-up questions after the workshop?
Yes! Each participant can book one free Voxer consult with me to ask any follow-up questions as they implement what they’ve learned.
Create a Seamless Client Journey Without the Guesswork
Your client experience should feel smooth—for you and your clients. When the systems behind your business are clear and intentional, you spend less time fixing problems and more time delivering your best work. This workshop helps you audit, refine, and optimize your client journey so every step, from first contact to final farewell, works effortlessly.
Strengthen the Foundation of Your Client Experience
Your client journey is already making an impact—let’s take a closer look at all the moving pieces that make it work. A system isn’t just a tool—it’s the steps, communication, decisions, and tools that shape how your clients move through your business. When everything works together, your client experience feels smooth, effortless, and aligned with how you love to work.
Your client experience is made up of four key areas:
Lead Management – How potential clients find you, interact with you, and decide to work with you.
Client Onboarding – The process of welcoming and preparing clients for your work together.
Service Delivery – How you provide your offer in a way that supports your clients and meets their needs.
Client Offboarding – Wrapping up the engagement in a way that leaves clients feeling valued and sets the stage for future opportunities.
When these systems work well, you save time and energy, avoid unnecessary frustration, and ensure your clients feel supported every step of the way. A well-structured client experience builds trust, increases referrals, and allows you to focus on delivering your best work instead of constantly troubleshooting.
This one-day workshop is designed to help you review, refine, and optimize each of these areas so your business runs more smoothly—for you and your clients.
And no, this won’t be an exhausting all-day lecture. We’re making this interactive, strategic, and even a little fun.
What You’ll Get (and Why You’ll Love It)
🛠 Full Client Experience Review: Understand what’s working, what’s not, and gain clarity on how to refine your client journey for better results.
📚 Two Guided Learning Sessions: One in the morning, one after lunch—where I’ll share key concepts, best practices, and strategies to help you create a smooth client journey. These sessions will be recorded and available for you to download and rewatch anytime.
💡 Personalized Coaching & Strategy: Before lunch and at the end of the day, each participant will get dedicated 1:1 time with me to ask questions, get direct feedback, and work through their specific client experience challenges.
📝 Guided Audit Workbook (Experience Blueprint Audit): This workbook is your step-by-step guide to auditing your client experience, answering the key questions that will help you build an action plan for moving forward. It includes the same strategic questions I ask my 1:1 clients, along with suggestions on how to create a plan that works for your business.
👥 Small Group Setting (Max 6 People): So you actually get my time and attention (and don’t feel like you’re just another face in a Zoom room).
🎉 Exclusive Discount: As a participant, you’ll receive 20% off my Quick Boost and Strategy On Speed Dial support passes.
⏳ Worried About Time? This workshop isn’t about adding more to your plate—it’s about making your business run more smoothly so you can spend less time troubleshooting and more time doing what you love.
🖥 Not Tech-Savvy? No worries! This isn’t about forcing you into a specific tool or software. We’re focused on strategy first, so you can decide what tools best support your processes.
The Breakdown
🕙 10:00 AM - 3:00 PM CT (with a one-hour break, because brain space is important)
Morning Class Session – Understanding what makes a client experience smooth, simple, and effective
Morning Co-Working Time – Apply what you’ve learned, work through your Experience Blueprint, and refine your systems
Pre-Lunch Coaching & Strategy – Each participant gets 1:1 time to refine their client experience
Post-Lunch Class Session – Refining your client journey with intention
Afternoon Co-Working Time – Continue working through your Experience Blueprint, with time to implement changes
Afternoon Strategy & Wrap-Up – More 1:1 time and a clear plan to move forward
Who This Is For
Coaches, consultants, and online service providers who want a clear, intentional client experience.
Business owners ready to fine-tune how clients move through their business for more ease and efficiency.
Entrepreneurs who want to create a seamless, aligned process that makes clients feel supported and valued.
This is NOT for you if you’re looking for a one-size-fits-all template. We’re refining your client experience so it actually fits your business.
FAQs
1. Will I have access to the recordings?
Yes! The two class sessions will be recorded, and you’ll have lifetime access to download and rewatch them whenever you need a refresher.
2. How much personalized support will I get?
Each participant will get dedicated 1:1 time before lunch and at the end of the day to ask questions, get feedback, and refine their client experience. Plus, I’ll be available during co-working time to provide guidance as you work through your audit.
3. What if I don’t have a client experience system yet?
Perfect! This workshop will help you map out the steps, communication, and tools you need to create one that fits your business. You don’t need a fully built system—just a willingness to refine what you have or start fresh.
4. Do I need specific tools or software to participate?
Nope! This isn’t about forcing you into a particular tool or software. We’re focused on strategy first, and then you can decide what tools best support your processes.
5. What’s the difference between this and your 1:1 client work?
This workshop gives you access to the same audit questions and strategy framework I use with my 1:1 clients, but in a small group setting. You’ll walk away with a clear action plan, and if you want additional support, you’ll get 20% off my Quick Boost and Strategy On Speed Dial support passes.
6. Is this a lecture-style workshop?
Nope! This is interactive and hands-on. You’ll learn key concepts in the class sessions, but you’ll also have co-working time to apply what you’ve learned, plus 1:1 coaching to address your specific needs.
7. How much time will I need outside of the workshop to implement changes?
That depends on how complex your client experience is! By the end of the workshop, you’ll have a clear plan so you can implement at your own pace—whether that’s a few small tweaks or a full system overhaul.
8. Will there be a way to ask follow-up questions after the workshop?
Yes! Each participant can book one free Voxer consult with me to ask any follow-up questions as they implement what they’ve learned.