Client
EXPERIENCE consultations

Streamline your client onboarding process, boost your closing rates, and elevate the value of your offers.

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Transform Your Client's Experience
with Expert Guidance

The Client Experience Consultation is a 90-minute deep dive into your client's onboarding journey. During this interactive video call, you'll screen share and walk me through your entire client journey, from lead capture to onboarding emails. I'll be your expert guide, providing valuable insights and recommendations.

Unlock the Secrets to
Elevating Your Client Experience

In-Depth Analysis

I comb through your current client's experience (i.e. contracts, welcome emails, onboarding emails, and intake/lead forms). I'll take meticulous notes and provide insights, recommendations, and strategies to elevate your client's experience.

High-Value Onboarding

We'll fix any gaps in your process to boost your sales and closing rates. Your clients will enjoy a more streamlined and luxurious onboarding experience, enhancing the value of your offer without adding an core deliverables.

Targeted Marketing

I strategize lead and intake forms to gather the essential information you need to market your offers effectively to people who actually buy from you. No more guessing what to say. We'll be sure to gather the information that brings in hotter leads.

Time Freedom

Managing leads and onboarding clients takes time. I'll show you how to streamline your current client management process to free up your valuable time while maintaining a luxury-level client experience without an entire systems overhaul.

What you get

During our 90-minute video call, you'll get my expert eyes on every aspect of your client experience, from lead capture to onboarding emails.

After the call, you can expect:

Pen, notebook, and smartphone on the table

Action List

A comprehensive action list outlining the steps & every strategy we covered to create a luxury-level client experience.

Call Recording

A recording of the entire consultation for your reference. You can download and revisit this anytime.

BONUS

As a bonus, you'll get access to my favorite (and highly strategized) onboarding templates and swipe files.

$350