In This Workshop, You’ll Learn How To:

  • Visualize the Complete Client Journey: Identify and map every touchpoint in your process, from discovery calls to final goodbyes. 
  • Spot Gaps and Bottlenecks: Learn how to uncover areas where clients might feel frustrated or confused, and address them effectively. 
  • Define Clear Client Stages: Break down your journey into actionable steps, so you can streamline your workflow. 
  • Set Expectations for Your Clients and Team: Ensure a smooth, predictable experience for everyone involved. 
  • Create a Foundation for Scaling: Build a clear roadmap that makes scaling easier without overwhelming your team.

Here’s What You’ll Get:

When You Join This Workshop, You’ll Receive:

  • A 90-Minute Live Workshop with step-by-step guidance on mapping your processes. 
  • A downloadable Client Journey Mapping Worksheet to use during the workshop and beyond. 
  • Our Worflow Wizard mapping template
  • Confidence in knowing how to design a seamless client experience, even if you’re starting from scratch.

Regular Price = $149

Today's Price = $47

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    Your client journey is the backbone of your business. It’s what turns a chaotic process into a predictable system. But without a clear map, it’s easy to lose track of what your clients need—and how to deliver it efficiently. In this workshop, you’ll learn the tools and strategies to define a clear, streamlined process that works for both you and your clients, so you can save time, reduce stress, and grow your business.

    What They're saying:

    "Jacqui and Warren are wonderful and so creative. The process was smooth and I would do it again in a heartbeat."


    Shelley Myers
    Practice Better 

    "The whole workshop was an A-HA moment! I am still very new to my business and learning how to use a program to automate the client onboarding process early on is a lifesaver. I am going from everything being done manually to most every step being automated. Airtable is such a useful tool making organization a breeze."


    Erin Mace
    Erin Ashley VA

    "I am so appreciative of your willingness to share your infrastructure with everyone. You absolutely show a level of expertise in the platform - it's great to have you as a resource as we start out on this journey."


    Susan O'Handley
    Happy Client
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    EMAIL US AT: support@jacquimoney.com

    • Total payment
    • 1xJourney to Client Success$47
      -+

    All prices in USD

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