Client Journey (1)

This is what allowed me to systemize the entire process for my clients. Building a client journey was crucial for me, and I’ll show you how to do it yourself.

What’s a client journey? It’s the process your client goes through once they start working with you, from beginning to end.

You build a step-by-step journey so you know what your team needs to do to satisfy the client and get the best results possible.

If you build this, every time you close a client you just need to follow the process without the need. of freestyling.

This saves you a lot of time and effort.

I’ll show you an example of my clients’ journey so you can build something similar. Don’t try to replicate it 100% because only my co-founder and I know what’s inside each step and how to take care of it.

But you can take the framework and build one on your own depending on your client niche, etc

As you can see I’ve built in Asana a super simple chart where I put all the tasks to do and every time someone completes a task they just check the box and jumps into the next one.

Seems basic, but trust me, not having a step-by-step process makes everything a mess and you’re guessing all the time what to do.

You waste time, and the results are shit. Because imagine needing to freestyle with 4 or 5 clients at the same time. It’s impossible.

So these are the steps I follow to build a client journey:

Break down the service into a couple of main stages. Mine are: Onboarding | Offer Proving (most of the time I do this through LinkedIn) | Cold Email | Building Sales Assets | Scaling

Now that you have your main Stages think about the tasks you need to complete in order to complete that stage successfully, and add them inside that step. For example in “Onboarding” I have Contract → Invoice → Channel Set Up → Onboarding Form → Onboarding Call.

Inside every task, you start adding notes about what’s the process status. What are the subtasks we need to do to complete the task itself. The more specific you go, the easiest will be to get things done.

As you can see you’re breaking down the main steps into smaller steps until it becomes stupid not to get things done.

This also helps with building the foundations for the agency. When you get to the point you need to hire someone you already know what process they need to follow.