Client success & retention roadmap

The Roadmap to turn your expertise & client fulfillment processes into successful satisfied clients

We know you want the best for your clients (and you’re great at what you do) but there is still something in the way from being recognized as the industry leader that you deserve...

And it's not for a lack of effort...

And most importantly, trying to solve these problems independently or by piecemeal isn't working.

Let us ask you this...

What if the reason this approach hasn't worked for you is because they were attempted solutions to the wrong problem?

What if we shifted our perspective to solve the real problem?

From your clients perspective, all the elements of your business are connected.

Instead, take your lead generation methods, your client fulfillment processes, your loose collection of SOP's, and your CRM and unify it into a powerful All-in-one client success and satisfaction retention system

When you unify all your systems and processes and "stuff", you will have all-in-one client success system that will increase client satisfaction and ease of delivery.

The lead-to-lifetime client success & satisfaction roadmap

Turn your expertise & client fulfillment processes into successful satisfied clients

1

Download

Download your genius from your head into an easy to follow system.

2

Sequence

Design the ultimate Client Experience Sequence from lead to lifetime client.

3

Delivery

Design the ultimate Delivery of expression of your Client Experience Sequence .

4

Build

Design and Build the tech that will consistently run your client experience.

5

Amplify

Delivery consistently. Now what would you do next if you knew you couldn't fail?

1

Download

Download every action, task, update, and conversation it takes to do what you do out of your head.

What does it take to get a client to success? There are a lot of things that you, or you and your team need to do from the moment you meet a lead all the way to successfully completion of their goal. What we want to do here is to get all these tasks out of your head and get them documented and organized a repeatable process map.

2

Sequence

Sequence your downloaded process into an end-to-end, lead to lifetime experience your clients will love.

While having a rock solid repeatable process is essential for success, getting a client to follow that process all the way to completion is equally as crucial. The goal of the Sequence stage is to merge what you do for your clients with the key elements of a winning client journey. The combination of these two becomes your unique superpower.

3

Delivery

The Delivery of your client experience needs to find its perfect blend of the your values and those of your clients.

Having a superpower worthy client experience is one thing, but learning just how to deliver it for maximum effect time after time is totally another. The goal of the delivery stage is to dive into what client service really means to you, your team, and to your clients.

4

Build

Design and Build the tech that your business needs to run your client experience sequence.

The challenge with tech is that is where most of us start, so our systems are only as good as the tech allows. What we've done is the exact opposite. We've designed the system that both you and your clients will thrive in, and now we are going to build the tech that allows you to deliver it easily.

5

Amplify

Amplify your business with a game-changing client experience

What would it look like if you could dream of new things or up-level some aspect of your business all the while knowing that you have a rock-solid system that will help you deliver it consistently without failure? Amplify efficiency through automation - sure. Amplify profit and sales through loyalty and retention - absolutely. Amplify reach through referrals - totally. What would you do for your clients if you knew you couldn't fail?

Roadmap Details

About The Program

This is a founding member launch of what up to this point has been done in private 1:1 sessions. We have put together both the success path and support elements that we believe will bring together different kinds of business owners at various stages of development into one environment where we get to nerd out on dreaming and designing the ultimate expression of client service for each business.

This will likely be a fairly small focused group. As founding members you can help us shape this program for the future, so that more end clients out there can be served at a totally different level. As founding members you will receive attention and support like no others, likely at a price that most won’t ever receive.

In short, we want you not just to succeed, but to thrive. And we are willing to do whatever it takes to get you there with your client experience and CRM tech.

"Build and consistently deliver a client experience that you are proud of ."

Support Details

COme to Office Hours

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Nancy Stewart

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Nancy Stewart
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Nancy Stewart

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Kevin Ortega

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