The ultimate solution for creating the exceptional
client experience that grows retention, renewal and referrals
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Yes, add the Client Success Toolkit

Special one-time offer, only $17
Want to streamline and organize your operations so you can focus on delivering the experience your clients deserve? Get the Client Success Toolkit that powers up your client experience to the next level with Success objectives, Checklists, KPI & ROI Scorecards, and more. Starting your onboarding right will streamline your client success and prepare your business for sustainable growth.

After working with Theresa I became much more productive and organized, and my bottom line has improved as well. Theresa is a knowledgeable and highly informative coach who’s full of great ideas and support.

I want Theresa to help every single company out there. Theresa thinks very differently than most. I am organized, but I just don't get it to the level Theresa gets and that's KEY!

CEO, Brigid Ward & Co.

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You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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I can proudly say that I AM a business owner. I feel more professional and prepared to watch my business grow with the systems and processes that Theresa and I created together and I am also presenting myself in a more professional manner. 

CEO, The Quirky Pineapple Studio

If you're a consultant or strategist who wants to feel confident in delivering an exceptional experience that WOWs your clients but struggling to streamline your process without any gaps to grow renewals, retention and referrals, then you need my "WOW Your Clients Playbook" - a proven process that helps consultants like you focus on what they do best without being tied down with customer service or managing your business.

Here's What's Included:

Step-by-step Playbook with templates and checklists included

Standard Operating Procedures for Client Onboarding, Fulfillment, and Offboarding

Includes templates, checklists, resource guides, flowcharts, and more!

BONUS: Welcome & Goodbye Packets
(Google Slides)

BONUS: Communication Plan Template
(Google Slides)

BONUS: 100 Appreciation Ideas to WOW your clients

BONUS: Systems Archive List of tried, tested and tracked applications and tools to help you streamline your processes

  • Total payment
  • 1xWOW Your Clients Playbook$77

All prices in USD