Caramels jelly-o candy canes danish sweet. Dragée pudding cake bear claw cheesecake danish macaroon chocolate bar. Sesame snaps sugar plum muffin jelly-o jelly-o icing dragée powder ice cream. Liquorice danish jelly-o biscuit donut. Jelly-o liquorice chocolate cake carrot cake macaroon cookie. Lollipop tart sesame snaps pastry lemon drops. Chocolate cake sweet roll chupa chups croissant croissant. Jujubes soufflé biscuit fruitcake chocolate tart biscuit sugar plum apple pie. Donut wafer sweet chupa chups sweet candy canes. Dragée apple pie tart cake caramels cheesecake. Lemon drops icing lollipop biscuit soufflé biscuit tiramisu. Ice cream lollipop gingerbread dragée toffee cupcake soufflé gummies biscuit. Gummies biscuit icing marzipan biscuit.

Systems That Create a 5 star Client Experience

March 2, 2022

Growth & Business

“You don’t rise to the level of your goals, you fall to the level of your systems” – James Clear, Atomic Habits

I see you, you’re the project manager, content creator, client manager, marketing director, and CEO. Which is exactly why you find yourself thinking “There’s just not enough time in the day” or “I wish I could just clone myself, then I could get everything on my to do list done.”

While I can’t help you out with more time in the day, and I definitely wouldn’t recommend attempting cloning – I can help you implement sleek systems that allow you to

reclaim your time and earn what you’re worth, without the overwhelm.

A luxury client experience sets your business up for success by converting clients into raving fans, and instead bring your ideal clients to YOU. The core of any luxury client experience is systems. Without sleek systems its not sustainable or consistent and it creates friction on the client journey [aka costs you revenue].

Zoom out with me for a moment and envision every interaction a client has with you in the form of a timeline, and all of those interactions are segmented into three phases: Pre-Conversion, Converting, Post-Conversion. You need systems that serve your clients in the best possible way during all three of those phases. If you do, here are the results: more inquiries, higher conversion rate, more referrals, higher retention/cross sell/upsell rates.

In other words, sleek systems = higher revenue.

So, today, I’m peeling back the curtain on the exact systems I use to create a 5 star client experience. Without further delay, here are the core systems that I use to nurture and serve my clients throughout every phase of the client journey.

Honeybook

The queen of all systems, my CRM. It handles all Momentum invoices, contracts, questionnaires/forms, scheduling, and so much more. Honeybook was built for creative entrepreneurs and service providers, and as a Client Experience Curator, I can’t sing its praise enough. It replaces software like: Calendly, Acuity, Typeform, Google Forms, Docusign, Wave, Freshbooks, etc.

Try it out for yourself at 20% off for your first year when you click here link to join. [p.s. that’s a referral link so I’ll get a thank you gift from Honeybook if you decide to give it a try – but don’t worry I only recommend my favorites]

Flodesk

The nurturer, my email marketing program. This is the program I use to manage my email list. It’s simple and intuitive to use, has the most beautiful templates that save me hours on design, and is powerful enough to build workflows and automations so I can serve my clients in my sleep.

Start building your list for 50% off when you sign up using this link.

Google Workspace

The resource hub, Google Drive. My virtual filing cabinet, accessible from anywhere on my phone, iPad, or laptop, I use Google Workspace apps like: Google Sheets (instead of Excel), Google Docs (instead of Word), and more on a daily basis.

Trello

The organizer. Trello is my project management tool that allows me to keep track of tasks for all of my clients, in one easy to access app.

Slack

The connector. My main method of communication with my clients. Slack enables me to keep all weekly client communication in one place, while establishing healthy boundaries with the ability to mute during out-of-office time frames.

Zapier

The mind reader. Zapier integrates, automates, and innovates everything in my business. Expert simplicity is what I do and Zapier gives me the ability to do that by handling my busy work with automations, and connecting all of my systems for a seamlessly precise client journey.

“You don’t rise to the level of your goals, you fall to the level of your systems” – James Clear, Atomic Habits

I see you, you’re the project manager, content creator, client manager, marketing director, and CEO. Which is exactly why you find yourself thinking “There’s just not enough time in the day” or “I wish I could just clone myself, then I could get everything on my to do list done.”

While I can’t help you out with more time in the day, and I definitely wouldn’t recommend attempting cloning – I can help you implement sleek systems that allow you to

reclaim your time and earn what you’re worth, without the overwhelm.

A luxury client experience sets your business up for success by converting clients into raving fans, and instead bring your ideal clients to YOU. The core of any luxury client experience is systems. Without sleek systems its not sustainable or consistent and it creates friction on the client journey [aka costs you revenue].

Zoom out with me for a moment and envision every interaction a client has with you in the form of a timeline, and all of those interactions are segmented into three phases: Pre-Conversion, Converting, Post-Conversion. You need systems that serve your clients in the best possible way during all three of those phases. If you do, here are the results: more inquiries, higher conversion rate, more referrals, higher retention/cross sell/upsell rates.

In other words, sleek systems = higher revenue.

So, today, I’m peeling back the curtain on the exact systems I use to create a 5 star client experience. Without further delay, here are the core systems that I use to nurture and serve my clients throughout every phase of the client journey.

Honeybook

The queen of all systems, my CRM. It handles all Momentum invoices, contracts, questionnaires/forms, scheduling, and so much more. Honeybook was built for creative entrepreneurs and service providers, and as a Client Experience Curator, I can’t sing its praise enough. It replaces software like: Calendly, Acuity, Typeform, Google Forms, Docusign, Wave, Freshbooks, etc.

Try it out for yourself at 20% off for your first year when you click here link to join. [p.s. that’s a referral link so I’ll get a thank you gift from Honeybook if you decide to give it a try – but don’t worry I only recommend my favorites]

Flodesk

The nurturer, my email marketing program. This is the program I use to manage my email list. It’s simple and intuitive to use, has the most beautiful templates that save me hours on design, and is powerful enough to build workflows and automations so I can serve my clients in my sleep.

Start building your list for 50% off when you sign up using this link.

Google Workspace

The resource hub, Google Drive. My virtual filing cabinet, accessible from anywhere on my phone, iPad, or laptop, I use Google Workspace apps like: Google Sheets (instead of Excel), Google Docs (instead of Word), and more on a daily basis.

Trello

The organizer. Trello is my project management tool that allows me to keep track of tasks for all of my clients, in one easy to access app.

Slack

The connector. My main method of communication with my clients. Slack enables me to keep all weekly client communication in one place, while establishing healthy boundaries with the ability to mute during out-of-office time frames.

Zapier

The mind reader. Zapier integrates, automates, and innovates everything in my business. Expert simplicity is what I do and Zapier gives me the ability to do that by handling my busy work with automations, and connecting all of my systems for a seamlessly precise client journey.

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