If you know how you want your clients to feel, but you just don’t know how to make that happen…
Lead to Love
Build a client experience that gives your clients main character energy, cherished at every turn, AND supports how you work and think!
Bridget Baker
“Not only do I consider Jacki a friend, but she is amazing at what she does! If you've been looking to improve your lead management process, run, don't walk to contacting her. Her program Lead to Love is so much more than a "nurture sequence" -- it's authentic relationship building.”
Lead to Love is the only service that crafts a holistic client experience - from lead to satisfied client - that nurtures your clients AND supports the unique way you work and think.
Here’s what you can expect to get…
1 60 minute client experience analysis of your signature offer
4 60 minute blueprint sessions for each of the following areas of the client experience
Lead management
Client onboarding
Service delivery
Client offboarding
Custom & intentional blueprints for the entire client experience ecosystem from initial contact to client offboarding
Something about knowing what exactly what you want to happen when, how, and by who - from lead to happy client
Recommended tech/tool feature lists - let’s make it easier to find the right fit tools
Detailed recommended implementation plan
1 60 minute review call
Recording, transcript, and summary of the initial analysis, each blueprint session, and the review call
Unlimited Voxer support during the duration of our time together + 4 additional weeks while you use the blueprints to build your custom client experience
✅ This is what you need if
Your client experience doesn’t feel like a cohesive flow from first contact to hand-off
You’re overwhelmed by your current client experience process. or…
You feel like you don’t have a process
Your clients say they’re getting too many emails, don’t know where they are in the process, or don’t know what to do once you offboard them
🚫 This isn’t right for you if
You’re looking for a quick fix solution
You’re set on one specific tech option
You want your client experience system to be created for you rather than with you.
The Cost: $5000 $3750
I am currently testing Lead to Love and am offering a 25% discount to a limited number of beta testers. Once those spots are filled, the price will be $5k. For you? Book now for $3750!
Here’s How It Works
Phase 1: The Analysis
During our Client Experience Analysis call, we do a deep dive to review your client experience ecosystem as it is right now - what’s working, what’s not, who’s doing what, the tools you’re using, your documentation, and your client feedback. Don’t worry, I’ll send you all the information you need to be fully prepared for this call.
Phase 2: The Build
During our next 4 calls, we dream up your ideal client experience ecosystem, one area of the client experience at a time - lead management, client onboarding, service delivery, and client offboarding.
I then determine gaps between where you are now and where you want to be, and create an action plan for you to follow as you begin closing those gaps within 3 business days of the call.
**Blueprint calls should take place every 2-3 weeks (this offers you time to process and begin taking action). **
Phase 3: The Review
During our final call, we review the client experience ecosystem we have crafted as a whole, answer any questions, set up an evaluation process for measuring its impact.
Plus Voice Message Support
You’ll have unlimited Voxer support (during my office hours) during the duration of our time together + 4 additional weeks while you continue implementing your action plan.
What Clients Are Saying…
“Jacki brings a one-of-a-kind combination of systems thinking, strategy, wisdom and heart to all she does. She helped me get my business organized and has been so fun and easy to work with.” ~ Cara Jones
“The best thing about working with Jacki was her calm demeanor to discuss the tasks at hand before getting to work. I felt a bit frazzled at times running my business and knew that at our weekly check-ins, Jacki would help sort through some of the messiness to get clear on our actions.” ~ Jen Milnes
“Jacki excels at organization and process creation. She was truly instrumental in creating an excellent client experience. I think there are two things Jacki is very good at. First, preparing for problems before they become problems, preparing for all the likely instances before they even cross my mind. And then secondly, it is her operational brain and her ability to ask questions to get everything out of me that needs to be out , she’s very good at asking those questions.” ~ Hailey Ellis Thomas
Hi, I’m Jacki Hayes (she/her)
I help coaches and online service providers create bespoke client experiences that align with their values, personalities, and lifestyle goals—without the hustle and chaos.
Starting my career as a virtual assistant, I soon discovered that my client check-ins naturally evolved into strategy and planning sessions. This passion for problem-solving ignited my journey to earn my Online Business Management certification and launch my own business in 2021.
As an INTJ and Enneagram 5, I thrive on deep understanding and strategic thinking. I leverage personality typologies to illuminate your unique strengths and preferences, guiding you to craft client experience processes that truly resonate. And as a Manifesting Generator, I embrace flexibility and creativity, ensuring our solutions are as dynamic as you are.
My approach is simple: no cookie-cutter solutions, no jargon—just practical, strategic guidance tailored to help you thrive in both your business and your life.
FAQs
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Once the blueprints and action plans are complete, you’ll implement and build out your client experience with Voxer support from me as you do so. I do have a limited number of spots available for system set-ups and if I feel your client experience ecosystem is a good fit for that service, I will be sure to let you know.
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Don’t you worry, just pick one of your favorite offers and we’ll work from there. Who knows, maybe in the process of building out your client experience, you’ll find that it becomes your signature offer.
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Total time on Zoom is 8 hours spread over about 3 months. How long it takes to implement what we craft depends on the complexity of the blueprints, your available time/energy, and your current budget.
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YES! I want Lead to Love to be as accessible as possible, which means you can choose to pay-in-full, in 3 monthly installments, or in 6. You will be contractually obligated to make all payments, regardless of whether we’ve finished our work together prior to our last call or not. There are no refunds.
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OMG NO! I’m 100% against building your systems and processes around a specific tool. Instead, we determine what the system and processes will ideally be and then look for tools that are capable of meeting those needs.
Next Steps
Want to find out if Lead to Love is right for you? Schedule a 20-minute discovery call. You’ll get to check out my vibe and I’ll ask and answer some questions to help you decide if Lead to Love can help you.
If we’re both a go, I’ll send you a link to choose your payment plan, pay your deposit (amount determined by your payment plan), and instructions on how to book and prepare for your Analysis Call.
I’ll check in with you about one week before your Analysis Call to see what questions you might have as you prep and schedule your first Blueprint Call.
We start building out the client experience you’ve been dreaming of.
Thanks for sticking around!
Here’s what you should know about Lead to Love...
It’s a collaborative process that crafts a one-of-a-kind experience for your clients.
We won’t follow any templates or cookie-cutter solutions; what we create will be specific to you.
You’re probably going to walk away with a new perspective of your business and a ton of ideas for how to make it even better. I’ve been told that these strategy sessions have transformed how people approach their work.
Whether you need to overhaul your client experience or start from scratch, I’m here to help you build a process that not only welcomes clients but makes them excited to work with you.