CLIENT EXPERIENCE
OPTIMIZATION AUDIT
A strategic audit to align your operations with the client journey you want—eliminating friction, inefficiencies, and founder bottlenecks.
Your business has traction.
But behind the scenes, things still feel harder than they should.
If you're still jumping in to...
Answer Scope Questions
Fix Delivery Issues
Juggle Process Problems
Then the Client Experience Optimization Audit is your answer on how to strategically deep dive into how resolve this issues—and we do it all through the lens of the client journey. We’ll uncover the delivery breakdowns, operational gaps, and team misalignments that are quietly costing you time, money, and trust.
This is For You If...
Your team is great—but delivery still too often depends on you.
You lose clients or revenue each month and you can't pinpoint why.
You want your service to feel as high value as you know it is.
You’ve hired, invested in tools, and still feel stuck.
You’re serious about scaling—but want a clear process to do it.
You're tired of answering questions about scope or price.
You want to ensure your team is absolutely clear on what performance looks like.
Here's What to Expect:
1. Complete the Intake Form & Video
You complete a guided form or short video that describe your ideal client experience, outlines your current workflows, tools, delivery goals, and problem areas.
2. Client Journey Review
We assess your end-to-end process from a client’s perspective, identifying where friction, confusion, or drop-off occurs.
3. Operational Alignment Audit
We evaluate how your current systems, team responsibilities, and platforms support (or contradict) your intended client experience.
4. Strategic CX Report
You’ll receive:
- A Current vs. Ideal Client Journey Map with team member accountability assignment and list of top tasks and functions
- 2 Draft Client Experience (CX) Vision Statements
- An Internal CX Guide for your team
- Recommended Metrics to Track and Cheat Sheet
- Systems & Tools Audit report
- Project management software setup for easy duplication by admins
- A list of gaps, bottlenecks, and opportunities + recommended next steps
5. 30-Minute Strategy Call
We walk through your results and discuss next steps to improve, delegate, or systematize key areas.
What Our Clients Are Saying
"You captured exactly who and what I want to be in my business for my clients and my team.
You took everything that still lived in my head and crafted a seamless and scalable client journey to match the white-glove experience I wanted the team to create. And by identifying the bottlenecks and inefficiencies you freed up the budget to hire two new people that could really help free up my time to focus on what truly matters."
Sarah J.
Founder & CEO, Sarah Beth Designs
Why This Matters:
You don’t need more tools.
You just need clarity.
Most service-based businesses don’t have an operational issue—
they have an experience issue. But, it's not team experience...
When your client journey isn’t intentional, your delivery becomes reactive. And when that happens, trust erodes, systems strain, and you end up doing way more than you should.
This audit helps you reconnect your vision with your operations—so clients move through your engagement with clarity, and your team knows exactly how to deliver the experience you want to be known for.
Your Investment: Just $747
Includes your full audit, strategy report, custom journey map, CX guide, and a
30-minute strategy call.
Best for service-based founders who want to scale sustainably—with a client experience that matches the business they’re building.
How long does this normally take?
You’ll fill out a guided intake form in 30–45 minutes (or create a Loom video to answer the questions). After that, we handle the audit behind the scenes and deliver your report within 7–10 business days. Then we schedule and hop on a 30-minute call to review it together.
What if I already have SOPs or a team?
That's great! This will help you refine what’s working, remove what’s not, and ensure your internal delivery actually supports your vision and the client experience you want to create. We'll also note areas of opportunity for automation and delegation - the margin drivers that can save you time and money.
Do I need to have a “defined” client journey already?
Nope. That’s exactly what we’ll help you create—or realign if you do have one created.
