Audit Your Client Experience System
A Workshop to Transform How You Attract, Serve, and Wow Your Clients
Your client journey sets the tone for everything in your business. It’s not just about delivering your service; it’s about creating an experience that leaves your clients feeling valued, seen, and like the main character in their own story.
This workshop is your chance to build a client experience that’s as unique as your business—and as unforgettable as you are.
What This Workshop Series Will Do for You
During this 5-hour* workshop, you’ll craft a cohesive client journey tailored to the way you work, think, and thrive. This isn’t about squeezing into a one-size-fits-all template—it’s about building processes that:
✅ Reflect your unique style and values.
✅ Support your strengths while minimizing stress.
✅ Give your clients the “main character energy” they deserve.
At every stage, from lead to goodbye-for-now, you’ll create intentional systems that inspire trust, foster connection, and make clients feel like VIPs.
*includes 1 hour lunch break
The Four Stages We’ll Audit Together:
Lead Management: Make a first impression that leaves them saying, “Yes, this is the person I’ve been searching for.”
Client Onboarding: Set the tone for a smooth, supportive experience with clear boundaries and aligned expectations.
Offer Delivery: Deliver your magic in a way that ensures your clients feel nurtured, seen, and supported throughout their journey.
Client Offboarding: End things on a high note that leaves them raving about their experience—and eager to work with you again.
What’s Included in Each Workshop:
Masterclass Training: A strategic, no-fluff session that breaks down each stage of the client experience—lead management, onboarding, service delivery, and offboarding—into clear, actionable steps so you can create a seamless, aligned business.
Guided Co-Working: A focused, hands-on session designed to get you taking action immediately.
Thoughtful Prompts & Worksheets: Tools to help you audit, refine, and build processes that fit seamlessly into your business.
Collaborative Guidance: I’ll be there to offer insights and answer questions so you’re never left wondering, “Am I doing this right?”
Who This Is For:
Coaches and online service providers who crave clarity and ease in their client processes.
Business owners ready to ditch the patchwork systems and create something that truly reflects who they are.
Entrepreneurs who want their clients to feel valued, appreciated, and downright starstruck by how seamless their experience is.
Why You’ll Love This Series
I get it—you’ve been piecing things together as you go, juggling endless tasks, and wondering how to create a client journey that works for everyone. These workshops will help you stop guessing and start building.
Together, we’ll create a streamlined, you-shaped system that supports your business, amplifies your clients’ success, and leaves you both feeling like the stars of the show.
What People Are Saying About My Workshops…
“I got so much MORE than I came for! Not only the connection and coaching and community, but the clarity and deep dig I didn't even know that I needed.” ~ Bridget Baker
”I love Jacki's emphasis on building from the ground up (values are my JAM) and the recipe metaphor helped me better understand how I could put it all together to make something that would work for me and my business.” ~ Megan Dowd
The Details for Q1 Workshops:
When: Wednesday, May 7, 2025, 10:00am - 3:00pm CT
Where: Live on Zoom (replays available!)
Investment: $30
Ready to Design a Client Experience That Turns Heads?
Click below to save your spot.
Your clients deserve to feel like the stars of their story. Let’s make that happen. 🌟