About this course

Client Clarity and Experience

Learn techniques to clarify your ideal client, services and delivery, and provide a consistent, predictable client experience that both staff and clients can rave about.

Exercises included:

  • Phone Script


Templates included:

  • Client Segment Service Template
  • Online Experience Template


Workflows included:

  • New Client On Boarding Workflow Template
  • Client Review Meeting Workflow Template
  • Off Board Client Workflow Template