The Client Experience System

Deliver your services like a pro — from first call to final follow-up.

Your all-in-one client journey toolkit to onboard, wow, and retain your dream clients with ease, confidence, and next-level professionalism.

Customizable Canva templates, plug-and-play forms, follow-up email swipes, and more — for coaches, VAs, OBMs, and service providers ready to lead with clarity.

Sound familiar?

You finally book the discovery call... but then scramble to pull everything together.


You know you need onboarding and offboarding systems, but creating them sounds exhausting.


And while your services are amazing — you feel like a hot mess behind the scenes.

Let’s fix that.

Imagine If...

  • Your onboarding process made clients say “WOW” before they ever paid

  • You had beautifully branded templates for every step of the journey

  • You stopped second-guessing what to send, when to send it, or how it should look

  • You could show up as a calm, confident, fully-booked CEO — not a frazzled freelancer

That's the Client Experience System

Your complete, customizable system for delivering a seamless client journey — from hello to happy results.

Whether you're a coach, VA, OBM, or online service provider…
This kit gives you the tools to elevate your business, impress your clients, and simplify your backend — all while looking and feeling like a total professional.

YOU'RE GETTING INSTANT ACCESS TO:

  • Discovery Call Packet (12 Canva pages)

    Wow them from the very first call with your branded process, prep forms, and essential info — so they show up excited and ready to say yes.

    Includes:
    → Discovery Call Overview
    → Pre-Session Evaluation Form
    → Client Welcome Message
    → Tips for a Great Call
    → FAQ + Meet the Team Page
    …and more

  • Coaching & Service Forms Kit (8 ready-to-use forms)

    Streamline your process with editable client forms — perfect for coaching, consulting, or digital services.

    Includes:
    → Session Notes
    → Intake + Assessment Sheets
    → Program Goals Sheet
    → Client Rating + Feedback
    → Service Receipts
    → Guidelines + Agreements

  • Client Welcome Packet (43 beautifully designed pages)

    This is your first impression — let it sparkle ✨
    Lay out your policies, processes, tools, homework, and more… all in one place.

    Includes:
    → Welcome Letter
    → Expectations & Timeline
    → Project Hub + Tool Tutorials
    → Invoicing & Payment
    → Checklists, Homework, Contact Info
    → Testimonials & Next Steps

  • Client Follow-Up Email Sequence

    Don’t ghost your clients after the invoice is paid.
    Get swipe templates for check-ins, feedback, and re-engagement that build long-term trust.

  • Quick-Start Roadmap

    Overwhelmed by setup? This “Start Here” PDF walks you through implementing the system in under an hour.

  • Social Media Templates

    Let the world know you’re open for business with Canva templates for client announcements, new service promos, and onboarding posts!

  • Bonus: Tough Talk Email swipes

    For those times when a client oversteps boundaries, missed a payment, skips a session, or cancels unexpectedly

This is for you if:

  • A coach, VA, OBM, or service provider who wants to feel in control

  • Just starting out and want to look pro from Day One

  • Tired of cobbling together forms, docs, and emails every time a new client signs

  • Ready to work on your business — not just in it

If you’ve ever stared at a blank caption box for 30 minutes and whispered “not today,” this Vault was made with love (and strategy) for you.

Hey, I'm Katy - designer, strategist, and certified business-building shortcut creator.

I built this system back when I was a coach — because let’s be honest, no one was handing us the “how-to” for client delivery.

What started as a survival system turned into a signature service kit… and now it’s here to help YOU wow your clients, grow your business, and show up with confidence.

Most service providers get caught up in doing the work — but forget that the delivery matters just as much.

Clients remember how you made them feel.

And this system makes them feel:

  • Seen

  • Supported

  • Confident they made the right choice

Still Have Questions?

  • Is this beginner-friendly?
    Absolutely! Whether you’re new or scaling, this system sets you up with structure and polish — without overwhelm.

  • Can I customize the templates?
    Yep! They’re all built in Canva, so you can easily edit fonts, colors, branding, and content.

  • Is this just for coaches?
    Nope! While it started in the coaching world, it works beautifully for OBMs, VAs, consultants, and service providers of all kinds.

  • Can I reuse it for every client?
    Yes! That’s the beauty — set it up once, and use it again and again with simple tweaks.

Give your clients a 5-star experience

without reinventing the wheel.

The Client Experience System is your done-for-you shortcut to professional, polished service delivery — so you can stop scrambling and start scaling.

Because this is a digital product with instant access to all materials—including the full toolkit hub, templates, printables, prompts, and workbook -

ALL SALES ARE FINAL.

Please read this page carefully before purchasing. If you’re unsure whether this is right for you, reach out with any questions before you join—I’m happy to help.

The Client Experience System

Instant access

Just $47

Zero overwhelm — just implementation magic

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