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Design a Client Journey That Creates Raving Reviews
Better delivery = built-in marketing from the moment someone fills out your lead form to offboarding.
Problem & solution: Marketing doesn’t begin and end at social media. This session helps you redesign your lead pipeline and look at automation solutions that make it easy for people to pay you, leave raving reviews, then come back for more.
What this is: A practical breakdown of how leads become clients, how your experience can do the selling for you, and options to automate the journey.
Who it’s for: Service providers who rely on referrals, reviews, and word-of-mouth. Business owners who do every step manually to close a lead.
Who it’s not for:
- Product-based businesses
- Anyone unwilling to adopt tech solutions in their systems.
Pre-requisites:
- A clear, validated product or service (you have paying customers).
- A website and/or landing pages
You’ll leave with:
- An outline of your funnel (even if you don’t know what that really means right now), and a clear lead-to-client journey for your business
- Opportunities to improve delivery and retention
- A personalized action plan to implement automation + AI resources—either using the tech you have, or with suggestions to explore
Session content may include:
- Demystifying the funnel, and map your current client journey
- Identify friction points and missed opportunities in your current process
- A demo of how to use ChatGPT and proposal templates to scope faster
- A demo of how to use ChatGPT and project templates to voice-to-text a project workflow prompt for outputs you can copy / paste into your project management tools
- Redesign key moments that drive trust, reviews, and referrals
Investment $62.50 + GST. Click here to view the other sessions in this series.
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