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
Client experience + Client Success = Client Happiness.  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 onboarding experience to the next level with Success objectives, Kick-off Call Guide, Checklists, KPI & ROI Scorecards, and more. Starting your onboarding right will streamline your client success and prepare your business for sustainable growth.

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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.

Theresa helped me build out my systems without holes.

The biggest thing that I've gained, apart from organization, efficiency, and productivity, is confidence to send out proposals, invoices, contracts, etc. and trust that my systems and processes allow me to live the life I want and still present me as a trustworthy professional for businesses and entrepreneurs to work with.

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 client experience playbook (valued at $297)

Onboarding & Offboarding SOPs (valued at $197)

Client Care scripts (valued at $97)

Project planning templates & checklists (valued at $97)

Client Experience Scorecard (valued at $47)

Experience Mapping & Flow charts (valued at $97)

BONUS 1: Welcome & Goodbye Packets (Google Slides & CANVA) (valued at $97)

BONUS 2: Communication Plan Template (Google Slides) (valued at $97)

BONUS 3: 100 Appreciation ideas to WOW Your Clients (valued at $37)

BONUS 4: Tried, tested & tracked Systems Tech Tool List (valued at $77)

BONUS 5: The WOW Your Clients Trello Board (valued at $77)

  • Total payment
  • 1xWOW Your Clients Playbook$37

All prices in USD