Client workflow kit
From first-time customer
to long-time fan.
The buy button is just the beginning. What happens after is equally, if not more important than all the work you did to make the sale. That’s because a phenomenally-served client is a future brand advocate. (Read that one more time).
This A to Z guide will show you how to build a client workflow that keeps your customers raving — and coming back for more. From seamless onboarding to flawless systems, this blueprint breaks down exactly what goes into brag-worthy customer service. Plus, my top tips and templates for communication, upselling, and keeping in touch when the project ends.