Client experience consulting & coaching for service-based businesses.
I help service-based business owners transform their clients into walking-talking billboards for their businesses.
Companies Worked With
It's time to set up a Client Experience strategy that works for your business.
So you’re an online business owner that is excited about your recent business growth. Yet, you’re anxious about the next lead that comes through because it requires so much attention and time that you don’t have...but you know you need to show up for your business to become a bigger authority
Would any of these describe where you are right now?
You want your programs and services to run effortlessly so you can concentrate on growing your business, but you find yourself taking hours to do the same few tasks to run your business.
You keep telling yourself that you will sit down and figure out how to elevate your client experience, but you never get around to it. Or you try, but end up giving up because you hate experimenting with different business tools.
You constantly feel like you’re dropping the ball in an area of your business and you’ll never be comfortable enough to hire help because you are too busy being reactive to business problems.
You want to set time aside to figure out how to create and automate your client experience, but systems are not your zone of genius and you know it’ll take you weeks or even months to have a routine.
You want to have a simple plan that you actually understand and have someone execute it for you, so you can prioritize growing your business...without sacrificing your freedom and mental health.
Can I let you in on a little secret that most client experience pros probably won’t tell you?
Taking control of your client experience begins with just a simple plan. A strategic plan that aligns with your brand promise and unique business needs, done FOR you!
About Your Client experience consultant:
I know what it’s like to feel overwhelmed and frustrated with the constant obligations and to-dos that come with serving my clients. I know what it’s like to feel embarrassment from my clients seeing the holes in my process. I want you to feel confident in your services for your delivery to potential clients.
I went from experiencing constant burnout slumps that pushed me behind my goals to feeling confident and at ease when I turned my system on autopilot. I went from being overly critical of myself when I made silly mistakes to feeling confident that my clients are receiving a consistent experience from me that guarantees results.
I truly care about entrepreneur’s mental health and how they show up for their business. I want to help you give your clients a consistent experience while being confident in your processes.
Through my decade-long background in process improvement, I discovered that a simple plan that is tailored to specific needs and aspirations is all that’s needed to fix operational gaps and opportunities.
I have a BBA with an International Business focus area, as well as a decade of work experience across industries. I have a long list of client case studies that informs the expertise that I’m able to offer to clients to help them create seamless process strategies that run effortlessly and help them scale their businesses.
It’s time to take the reins and be a bigger authority in your space! I can’t wait to work with you on your client management journey!
As Seen In
If we’re working together, you can expect to:
01: Have a client EXPERIENCE strategy and system that runs smooth like butter.
Life is busy! I get it! As a solopreneur trying to balance all of your daily to-dos on top of your personal obligations, is tough. You need a client management strategy and system that makes a strong impact, gives your clients a luxury experience, and is easy to run.
02: Save time with personalized expert recommendations.
Who has the time to piece together random information to build out your Dubsado or Honeybook? You need a custom blueprint that stems from your unique program or service, brand promise, and goals. So you can turn your focus on working on your business...rather than in it!
03: Have support through the journey.
Developing a new routine while learning a new business tool can be challenging. You need someone to lean on who understands what you’re going through, who can cheer you on when things get tough, and answer all of your questions that you think could be silly without any judgement. I’ll be that person who will give you the tools and support needed to ensure you understand how your new system works and how to maintain it going forward.
Client Testimonials
What’s a Werkflow Weekend?
A Werkflow Weekend is my signature service! I created this service to solve the common underlying problem that I’ve seen with online service providers and coaches: messy back-end systems that contradict their brand promise. I’ve packaged this service in a way that once we create your strategy and collect the needed pieces, I can get you up and running in a weekend! This ensures that your CRM tool is fully built out without missing any key pieces, in a quick turnaround time that you can start utilizing as soon as possible.
YOUR WERKFLOW WEEKEND WILL INCLUDE:
Complete CRM set up around your 2 signature services
Deep dive strategy mapping session for us to revamp your process from lead to offboarding Phase
30 days of troubleshooting following our offboarding call
Custom Dubsado or Honeybook training for you and your team
How a Werkflow Weekend works:
We’ll work together in my signature Werkflow Weekend service over the course of two weeks to prepare and strategically develop your CRM!
Stage 1*: Client Management Audit & Mapping
To make the proper client process recommendations and revisions, we’ll have a 90 minute strategy session together via Zoom. I’ll get to know more about your offerings and how you currently intake leads, book, onboard, deliver your services to and offboard your clients. You will receive expert feedback, and suggestions on how to maximize efficiency and add personal touch points with your clients in a way that is translatable to your preferred CRM tool (Honeybook or Dubsado).
Stage 2*: Custom Implementation Plan & Blueprint
Next, I’ll develop your customized implementation plan! This plan will serve as the blueprint checklist that directly aligns with your ideal client process that we put together in Stage 1. This plan tells us exactly what is needed to put our plan in motion! It ensures that all of the elements that are needed are accurately listed out for an efficient and quick set-up.
Stage 3: Werkflow Weekend Prep
In preparation for the set-up for your upcoming Werkflow Weekend, you complete three workbooks to add or edit the necessary elements that are listed out in the Implementation Plan created in Stage 2. You will be asked to provide digital collateral (branding, emails + forms copy, pricing, payment plan information, etc) that will be used for your set-up.
Stage 4: Werkflow Weekend
Now this is the best part! I get to work my magic during your Werkflow Weekend! During your Werkflow Weekend, I do all of the heavy lifting of implementing your custom strategy, digital collateral and essential elements into your CRM tool. I spend two days setting up your entire system, creating automated workflows and curating a custom learning hub for you and your future team.
Stage 5: Learn Your New System
To wrap up our experience, you will receive an entire learning hub customized to your unique business. Now you can use the provided resources and additional support to learn how to utilize and maintain your new system. You have lifetime access to this hub, so when it is time to expand your team, you can use the resource for their onboarding. In addition, you’ll also receive 30 days of troubleshooting support to ensure you feel supported and comfortable using your new client management tool!
To work together in this full process, the investment ranges from $2,500-5,000 determined by your preferred CRM tool (Honeybook or Dubsado) — with payment plans available.
*Stage 1 and 2 only are available as a separate Done-With-You service*
Client Success Stories
Frequently Asked Questions
Which CRM tool is best for me? Dubsado or Honeybook?
Great question! This depends on what you need out of your CRM system now and what your business goals are. This is something I can help you decide during our clarity call!
How much time in total do I need to commit to this entire process?
You should reserve at least 30 minutes to prepare for our two sessions together and 90 minutes to complete each questionnaire thoroughly. So in total, I’d prepare to spend 2.5 hours offline and 2.5 hours live with me. The rest of the time is dependent on how quick you learn and can get through your learning hub. All in all, committing these 6-7 hours now will ultimately save you 6-7 hours a week going forward - totally worth it!
Will I receive support and guidance after the Werkflow Weekend is over?
Absolutely! Our 30-day troubleshooting period is for you to ask for guidance for any updates and tweaks. I will not make these updates myself but will record videos to show you how to do it. My goal is to be the best teacher I can be so that after our period is over, you feel confident and capable of updating these changes on your own (or having a team member make the changes).
Do I have to provide the copy for all of the emails and forms?
Yes, you are responsible for providing the final copy. However, I will set you up in basic skeletons and templates to get started with. You will be asked to make final edits and revisions before your Werkflow Weekend. Keep in mind that your copy can always be updated after your system is set up.