Your Client Management Journey Checklist
From onboarding through to getting that rave testimonial...
Are you missing anything from your client management journey?
For solo business owners who sell 1 to 1 services online (even if you deliver the service offline).
- Does your client management feel a little scattergun?
- Do you know if your clients feel fully supported or overwhelmed?
- Wondering if you're missing anything in your client process: before, during or after working with clients?
It can be hard to feel on top of your client management, whilst also focusing on sharing your expertise with your clients.
You want to make sure everything is done on time and that your clients feel cared for.
Use this checklist to see if there's room for improvement in your current client management processes.
You’ll also receive regular emails with tips and advice for levelling up your client management.
I'm Jo Shock from Streamlines Virtual Support, and I help 1 to 1 service providers to level up your client management.
I help to ease the mental load and get fit-for-purpose systems for your client onboarding, delivery and follow-up.
Whether onboarding new clients takes you forever...
Delivering for clients gets done but feels messy and overwhelming...
Or you never get round to following up with past clients...
I gently untangle the pain points in your client management and find the right solutions for you.