You know you need to streamline your client process, but you have no idea where to begin...
DOES THIS SOUND FAMILIAR?
You know you need to streamline your way of working with your clients, but you're feeling stuck, overwhelmed and distracted by all the option.
There are 3 big mistakes I see when people try to streamline their client experience...
Trying to DIY it for free....you want your life to be easier, you gotta pay!
Not taking time to think about your client experience holistically
Only focusing on the delivery and not paying attention to the other 3 parts of the experience
How would your business (and life!) be different if you could...
Have 5+ more hours every week to do whatever the heck you want!
Have a client experience that lifts your service to the next level
Create consistent income and even charge more and get hired for it, all because your clients rave about what it's like to work with you
Build a business that works around you and the life you want...hello evenings and weekends!
That's why I can't wait to introduce you to the
DONE-WITH-YOU CLIENT EXPERIENCE INTENSIVE
Here's how the Client Experience Intensive is different from other packages...
Because you're not focusing on creating consistent content on Instagram, or blogging weekly, on starting a podcast just to get clients. We're focusing on the one thing that actually brings in leads....word of mouth.
Creating a streamlined client experience not only helps you, but also makes a way more enjoyable experience for your clients, which makes happy clients, which makes vocal clients.
When we implement my proven system...
YOU GO FROM THIS:
You’re feeling absolutely overwhelmed because you’re doing all the admin, manually creating every email, proposal, invoice, contract. Sick of writing the same email for the 10th time today. Sick of creating proposals from scratch every time.
You have a library of templates that you can quickly access at any time, making sending that invoice a couple-of-clicks action. You only amend the contents when you want to add in some personalisation. It takes seconds for you to reply to emails with your canned email library. Bliss! On top of having a lovely resource template library, you have a master checklist that you use with each client, which means there's no more guessing what happens next.
You’re forgetting to send clients emails, forms because your process of working with a client is all in your head and your actual todo list is a mile long.
Your clients are constantly telling you how much they enjoyed working with you because projects were well managed, and delivered on time. You set expectations and delivered. They felt so cared for that they now shout about you to anyone who will listen. Who needs a referral scheme anyway?!
You’re up late at night, working weekends, and hating the fact that you aren’t actually spending any time growing your business, never mind spending time with your family, doing the things you love to do.
You take your kids to the beach and actually leave your phone at home because your automated onboarding workflow is doing all the hard work for you.
By the end of this project you'll have...
As part of the Workflow Report you will get your processes mapped out in a flowchart...because I know we have some visual people out there who process things better in a visual format!
A mapped out, streamlined client experience that focuses on saving you time and making sure your clients are well-informed, happy and, most importantly, not pestering you in your inbox!
Yes, this is a double whammy when it comes to the outcome. Not only will it save you time, it's going to create an amazing experience for your clients. And we all want happy clients, right?
Client Experience Intensive
Who wants a fully mapped out, streamlined client experience in just one or two days? Say hello to the Client Experience Intensive!.
A 2-3 hour call to map out your workflows
A Workflow Report & Workflow Flowchart
Recommendations for any tech needed within your client process
A 30-minute end-of-day call to talk you through your Report to make sure you understand it
14-Days of support whilst you get started
Automate & Amaze with Dubsado PDF Guide
50% Discount on the Automate & Amaze course when launched
* The first workflow consists of your lead / onboarding and offboarding phase, the remaining workflows are for each service you offer. For example, if you have 4 packages, you will need 5 workflows in total.
CLIENT EXPERIENCE INTENSIVE
Free Discovery Call
Schedule a FREE discovery call with me so I can get a better understanding of you and your business. And, most importantly, what level of help you need.
After our no-salesy sales call, you'll receive a proposal custom to your needs. All you need to do to book in is sign the contract and make your deposit.
Your project starts with a 2-3 hour workflow mapping call.
This is where I grill you about how you currently do things and then I make my suggestions to uplevel it.
After our call I will create a report that details all your workflows, tech suggestions, and flowcharts
If you use Dubsado, I will also do an audit to help you get it optimised to fit in with the lovely new workflows you're about to implement!
I got your back! As you start using your lovely new automated system, I'll be here to answer any questions.
You have questions...I have answers
FREQUENTLY ASKED QUESTIONS
How long is the setup process?
Do I need to use Dubsado to buy this package?
Will you help me to figure out the tech?
We will definitely cover the tech you use during our intensive. Dubsado is my area of expertise, but I do have a basic knowledge of all different types of tech, so I will be making recommendations for tech that you can integrate into your process to help streamline it further.
Do you have payment plans?
Will I need to be available throughout the intensive day?
What if I need to cancel or reschedule?
Because intensive spots are super limited, there will be no refunds or cancellations. Should you have to cancel due to extenuating circumstances, please reach out to me at least one week in advance of the session so that we can work something out.
What if the days you have available don't suit me?
How is this different to other ways to work with you?
I currently don't offer any other ways to work with me. Because I have spent years refining the process of working with my clients, I can work quickly and efficiently. I know that long drawn out projects spanning weeks (sometimes months) are not what you want or need. I love being able to help people out in the shortest amount of time possible. Let's get this done and get your business running smoother tomorrow!