Systems Snapshot Session
For Founders Whose Client Experience Doesn't Flow the Way it Should
Get a clear-eyed look at what's creating friction in your client journey (and what to fix first)
30-Minute Systems Snapshot Session – $97
You're doing meaningful work. Your clients love what you do. But the journey from lead to completed client? It doesn't feel as smooth as you'd like it to.
You've got a mix of tools, partial workflows, and manual steps between inquiry and delivery. Nothing's completely broken, but nothing feels seamless either.
You're always filling gaps and double-checking to make sure people don't fall through the cracks.
It's exhausting. And honestly? You're tired of feeling like you're the one holding the client experience together.
Here's the thing: You're not disorganized. Your client journey just outgrew the early setup that got you here.
Most founders hit this point. Your business evolved, but the way people move through your world didn't keep pace. Now you're working with a patchwork of systems and tools that made sense two years ago but doesn't match the experience you want to create now.
The solution isn't always another onboarding tool or email sequence. It's understanding why your client journey isn't flowing so you can fix the right touchpoints instead of guessing.
Before we talk:
A short questionnaire that helps you map out where your client journey feels stuck—from first contact to offboarding and beyond
30-minute live session:
We walk through how people actually move through your world. I'll spot the patterns causing friction and tell you what's really going on (not in three months, right there on the call)
After:
A personalized Systems Snapshot Report with:
✓ What's actually working in your client experience
✓ Where the real friction points are in the journey
✓ Your top 2-3 priorities (the stuff that'll make the biggest difference for how clients experience working with you)
✓ Recording and notes so you don't have to remember everything
This session is for you if:
You're constantly thinking "there has to be a smoother way to move people through"
You feel like you're the only one making sure clients don't get lost between steps
You've tried to improve the experience yourself and ended up with more complexity
You're ready to stop patching gaps and start understanding what's actually off in your client journey
What’s Included?
Your Investment: $97
This isn't going to rebuild your entire client experience. But it will show you what to fix first so clients can move through your world more smoothly.
Can you really help in 30 minutes?
What if I need more help after this?
I'm a little embarrassed by how disjointed things feel for clients.
Then we'll talk about what that looks like. But there's no pressure. Plenty of people take the insights and run with them. This session works either way.
But wait…
Yes. I've been designing client journeys long enough to spot patterns fast. Your intake questionnaire gives me context about how people move through your world, and the session gives us time to dig into what's actually causing friction. You'll leave knowing exactly what to tackle first.
You're not alone. Most founders reach a point where their client journey doesn't match the seamless experience they want to create. I approach every session with curiosity, not judgment. My job is to help you understand what's happening, not critique how you got here.
"The experience was warm, generous, and collaborative. I appreciated the space you created for honest reflection and exploration. Your consult was truly a supportive experience."
Paula Brown, Founder, Koneki Menopause Solutions
My Guarantee:
If you show up to the session and walk away without meaningful clarity about what's creating friction in your client journey, tell me. I'll either send you an additional resource or refund you. Simple as that.
You don't need to keep manually bridging gaps in your client experience, hoping nothing gets missed.
30 minutes. One clear diagnosis. A path forward that actually makes sense.