A client journey is the stepâbyâstep experience someone has from the moment they first discover you to the moment you finish working together (and beyond, if they stay in your world). It includes what they see, what theyâre asked to do, and how they feel at each point.
We do this to keep the personal touch you have now, but add in just the right support to take some things off your plate and make things even easier and more effective for your clients.Â
When that journey is clear, consistent, and thoughtful, clients feel taken care of, trust you more, and are far more likely to come back or refer you.
Hereâs how I help you improve your client experience:
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Map out every stage of your current journey (inquiry, discovery call, booking, onboarding, delivery, offboarding, followâup) so we can see where people get confused, lost, or overwhelmed.
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Clarify what you want clients to know, feel, and do at each step, then design simple touchpoints (emails, forms, checklists, guides, reminders) that support that.
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Create client-facing resources (checklists, infographics, and simple reference documents) so your clients always know whatâs next and how to keep going.
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Do targeted research so you have the most relevant, upâtoâdate information at your fingertips, and your clients simply follow the process and implement. When you can truly simplify a complex process for them and give them all the tools they need, that's when they become repeat customers and refer you to friends.
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Build systems and light automations so those touchpoints and resources are delivered directly to them at the right time, without you having to remember every detail manually.Â