The Client Experience System
$47.00
Quantity
Your all-in-one client journey toolkit to onboard, wow, and retain your dream clients with ease, confidence, and next-level professionalism — for coaches, VAs, OBMs, and service providers ready to lead with clarity.
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
Tell me what you love to do and I'll show you how to sell it!
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