SEED TO GROWTH
Client Journey Audit
You've built a business on your brilliance, but a chaotic client journey is pulling you away from your true genius. You feel it every time a lead goes cold, a proposal gets stuck, or a past client forgets to refer you. It's a cycle of manual effort, missed opportunities, and the nagging feeling that your business is leaking potential.
You don't need another generic checklist. You need a strategic blueprint to find those leaks and build a system that works as hard as you do.
You've built a business on your brilliance, but a chaotic client journey is pulling you away from your true genius. You feel it every time a lead goes cold, a proposal gets stuck, or a past client forgets to refer you. It's a cycle of manual effort, missed opportunities, and the nagging feeling that your business is leaking potential.
You don't need another generic checklist. You need a strategic blueprint to find those leaks and build a system that works as hard as you do.
Your Solution: The Client Journey Audit
As your Client Journey Architect, my mission is to give you precisely that blueprint. The Client Journey Audit is a hands-on, strategic deep dive into your entire client process -from the moment a lead finds you to the moment they become a lifelong advocate.
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This isn't a passive assessment. This is a collaborative process designed to give you ultimate clarity, a precise roadmap, and the confidence to build a business that scales with ease.
What You Get: Your Blueprint for Growth
The Audit is a complete package that transforms your scattered efforts into a clear, actionable plan.
The Deep Dive Audit
I’ll conduct a comprehensive review of your existing systems and processes. This includes a deep-dive kickoff call where we'll unpack your current client journey, pain points, and growth goals. I'll then analyze your lead generation, nurturing, conversion, and retention strategies to pinpoint every bottleneck and missed opportunity in your client journey and automation setup.
Your Custom-Built Roadmap
This is the heart of the Audit. You'll receive a detailed, custom-built Miro roadmap along with a step-by-step plan for your business. It will include:
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A summary of your biggest operational leaks.
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Precise recommendations on what to fix and how.
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Suggestions for technology and automations that will save you time.
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A prioritized action plan, so you know exactly what to tackle first.
Clarity + Support
We’ll wrap up with a 60-minute strategy call to walk you through your new roadmap. We’ll discuss the action plan in detail, answer any questions you have, and make sure you feel empowered and confident to take the next step.
You'll walk away with total clarity and a clear path forward and 30 days of email support for any additional questions.
How much time + money are you investing?
The audit is delivered within 2 weeks of the kickoff call and starts at $1,900. A majority of your time will be needed at the start to provide access and insight, as well as for the initial kickoff call. After that, we'll handle the rest of the work while you get to focus on other areas of your business.
This Is For You If…
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You're a coach, consultant, or service provider who is great at what you do, but know your client journey could be improved.
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You're tired of doing all the right things but not seeing predictable results.
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You know your business has more potential, but you're not sure where the leaks are.
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You're ready to invest in a clear, strategic plan to stop the chaos and start scaling.
Ready to Build a Business That Flows?
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Stop guessing and start growing with a plan. Let's start building your Client Journey Audit today and get the clarity you need to work in your zone of genius again.