Transform Your Client Journey:
Your client journey is the heart of your business—and upgrading it can mean the difference between one-time buyers and lifelong advocates (which is where the real sustainable scaling comes in).
The Client Experience Upgrade Kit is your ultimate guide to creating a seamless, elevated client experience from start to finish. With templates, tools, and insider tips, you’ll have everything you need to ensure your clients feel supported, seen, and excited to work with you again and again.
What’s Inside the Kit:
✨ Welcome Packet Worksheet Canva Template:
Easily design a personalized, professional welcome packet that sets clear expectations and provides all the essential information your clients need.
✨ New Coaching Client Welcome Packet Canva Template:
A plug-and-play template to create a polished, branded introduction to your services and process—designed to wow your clients from the start.
✨ How to Create an Onboarding Plan for New Clients (Google Doc):
Step-by-step guidance, swipe templates, and scripts to design a smooth onboarding process that saves you time and ensures your clients feel cared for.
✨ Onboarding Call Template:
Run impactful onboarding calls with this structured template to align client goals, establish boundaries, and set the tone for a successful partnership.
✨ Client Offboarding Canva Template:
Wrap up the client journey with style and professionalism, leaving a lasting positive impression and opening the door for future work.
✨ Capturing Case Studies & Testimonials (Google Doc):
Templates and tips for gathering meaningful feedback and testimonials that showcase your impact and attract new clients.
BONUS:
✨ Soulful Service 45-Minute Training Video
A behind-the-scenes look at onboarding, client delivery, collecting testimonials, and creating a retention plan that fosters loyalty and growth.
Why You’ll Love This Kit:
- Streamline Your Processes: Use proven templates and tools to create consistency and ease.
- Enhance Client Relationships: Leave your clients feeling supported and valued at every step.
- Protect Your Energy: Set boundaries and standards that align with your values and avoid burnout.
- Boost Your Reputation: Create experiences that turn your clients into lifelong advocates who are excited to refer you to others.