E-Mail Series

The 6-Phase Client Experience

In general, most service based businesses follow the same path when working with new clients. From the initial contact through the sale and onboarding, then service delivery and offboarding, the 6-Phase Client Experience is pretty common and a great place to start when brainstorming workflows for your business.

Enter your email below to learn more about each of the 6 phases and how to deliver an outstanding client experience through this 6-part email series!


Workflow Strategy Checklist

By signing up for this email series, you'll also receive a copy of my Workflow Strategy Checklist to help you stay on track with each of the 6 phases as you build out your client process!