For the digital marketing consultants and agency owners who wants to provide above-and-beyond client journey
Did you know it's 5X more expensive for a business to acquire a new client as it is to maintain an existing client relationship?
WOW your next client and let's have them raving, renewing, and referring your services without you asking!
The WOW Your Clients Playbook is a front-to-end system that includes everything you need to create the best-in-class experience your clients deserve.
Get Instant Access to Wow Your Clients Playbook for only $37!
Many service-based consultants out there have a big picture of their client journey, and the results they help their clients achieve -- but there's a huge problem.
They're operating with a disconnected experience roadmap.
IT LEAVES THEM STRUGGLING TO...
- Manage their client expectations proactively and responsively
- Know when to check in with clients (or they don't have the time to!)
- Keep client's confidence in their valuable expertise
- Fill the gaps that's occurring at specific points in their process
- Manage momentum to effortlessly serve their clients from start to finish.
There's a direct relationship between client experience and churn rates.
It's the single greatest reason clients decide to walk out the door.
And it's a costly mistake.
It’s actually 5X as expensive for a business to acquire a new client as it is to maintain an existing client relationship.
Clients Don't Just Want A Service.
What They Really Want is an Experience They Will Always Remember.
And as business owners, we want to make that happen.
After all, no business person ever started their entrepreneurial journey thinking
“I want to give my clients the most run-of-the-mill experience they’ve ever had!”
But putting together a seamless, coherent customer experience that leaves every client wild with excitement is no easy task.
There are so many components that need to be coordinated that completes the loop.
So… You Want to WOW Your Clients.
But You Don’t Know HOW.
Or Maybe You Just Don’t Have The TIME.
Your blood pressure immediately starts to rise when you hear the words “another project”.
Your calendar is already congested and more keeps getting added to it.
You have multiple deadlines you need to meet with a backlog in the queue.
And then there are the personal obligations you can’t push off. (Not that you haven’t tried.)
It feels like the only day you’ll ever be free is the twelfth of never.
And worst of all, some of your clients take up so much of your time doing damage control you’re left with less time to complete the work.
And You Can’t Afford to Spend
THOUSANDS OF DOLLARS
for a Solution Right Now
Listen, I get how tough it is.
You understand the value of hiring a client success or account manager.
But it just isn’t feasible for you at this time.
You’re a small business owner. Or perhaps even a solopreneur.
And your budget isn’t as flexible as you’d like it to be.
You’re confident that in the future you’ll be able to invest more, but until then, you need a simple, actionable plan you can implement to produce the results you need to reach that next phase of growth.
So I'm going to show you the structure to creating an experience that isn't only exceptional, but also efficient.
WOW Your Clients Playbook is a system full of SOPs, templates, checklists, and resources to help you create the best-in-class experience your clients deserve.
Getting higher retention, renewal and referrals is the now.
Theresa, love your content! Bought the Wow Your Clients and the SOP package. The first Email I sent based on your package caused the client to call me, tell me he is amazed and he even sent his boss screenshots of my Email. Thanks 🙏
YOU'LL LEARN HOW TO ...
LIKE A BOSS
Onboarding is an integrated approach that creates a consistent client experience, which is very important in overall client satisfaction. Ideally, a client feels that the product or service is custom-tailored to meet their needs.
DELIVER & EXCEED
Client fulfillment is what your clients will walk away remembering. The client relationship can start off strong, but where the struggle happens is maintaining effective communication and keeping the feedback loop open. Keep their expectations and exceed their experience!
OFFBOARD & RENEW
Close the loop in your client experience and sends your clients off with a memorable experience that will leave them wanting to rave about you, or consider you again in the future when an opportunity arises to work with you again.
WHAT'S INSIDE WOW YOUR CLIENTS ...
Step-by-step manual to walk you through creating your ideal client experience to exceed and WOW your clients beyond their expectations.
WORKFLOWS & SOPs
A complete to-do list to ensure your clients leave feeling well-cared for and with everything they need to maximize their results moving forward.
Client Care Scripts
Ready-to-go email scripts - crafted using customer service best practices — that you can start using immediately to thoughtfully communicate with clients.
CLIENT EXPERIENCE MAP
A complete breakdown of your client journey, organized step-by-step, so you can identify all touch points and create a seamless loop that keeps your clients engaged, informed, and continuously moving toward their greater goals.
In order to exceed your client’s expectations, you need to clearly define project objectives, milestones, and team member responsibilities ahead of time. With planning templates, capturing project details is easy and hassle-free.
Keep improving by measuring and managing your experience health with scorecards to know where to focus your strategies, process, and touch points to consistently deliver the 5-star experience.
A Better Client Experience Doesn’t Just Benefit Your Clients.
It Benefits Your ENTIRE BUSINESS.
With The “Wow Your Clients” Playbook, You’ll Be Able To:
Theresa you are a rockstar! Thank you so, so much for spending your time with me on this. I feel a lot less overwhelmed than this time last week! You laid things out for me so simply and have a knack for making systems seem fun!
Grab the ultimate
Wow Your Clients Playbook
Value = $1,197
Price = $197
Today's Price= $37
There's still these incredible BONUSES!
WELCOME & GOODBYE PACKETS
Get your welcome packets and goodbye packets out with efficiency with these Google Slides and Canva templates.
Simply plug in your information into these professional documents and send them to your clients.
COMMUNICATION PLAN TEMPLATE
Many clients drop off services due to lack of services. That's why with this Communication Plan Template (in Google Slides format), you'll be able to present to them the best way to streamline communication in your collaboration and partnership together.
100 CLIENT APPRECIATION IDEAS
As time passes, your clients may not remember what you did for them, but they'll remember how you made them feel. Get my list of 100 client appreciation ideas to help you create the most memorable feeling and experience for your clients.
SYSTEMS TECH & TOOL LIST
Get my extensive list of 200+ Systems apps that I’ve tried, tested, and tracked for you so you don’t have to spend the time to determine which systems will work best for your business.
WOW YOUR CLIENTS TRELLO BOARD
Get the Trello Board to help you finalize and refine your client experience. If you leverage Trello, you'll be able to also manage your client onboarding/offboarding journey.
When your Client Experience is impressive, the impact is extensive
You'll have a community of loyal clients. And loyal clients are:
- 5X as likely to repurchase your services
- 5X as likely to forgive a customer service mistake
- 4X as likely to refer your business to their personal networks
- 7X as likely to try a new service offering or product
When you WOW Your Clients They'll WANT to Stay
Imagine Starting Each Day Knowing…
Hi there, I'm Theresa!
I'm a Corporate leader turned Operations Coachsultant™ for service-based business owners who want to organize their overwhelm, optimize their operations, and build a business that allows them to focus on what matters: their family and purpose.
After working in corporate Canada for 15+ years, I spent the last 4 years growing my business alongside 100+ CEOs, I have seen the setbacks reiterating its cycle continuously -- it's frustrating.
Over time, I've refined my methods to help simplify businesses, keep them efficient and organized so CEOs can step away from directing and running their businesses and to step into leading their business with confidence and vision.
It's time to decide how you want to show up for your life and business without sacrificing your sanity. What you decide can be possible.
Why should you trust me?
Theresa helped to take my business from beginner to expert! She coached me through some tough situations related to HR, cashflow, and more and I hold those lessons close to me still today.
CEO, Small Town Girl Promotions
Here's what Current Playbook Owners Are Saying:
I reached out to Theresa for support at a critical time in my business and worked with her. The processes were fantastic! She doesn’t miss a thing.
CEO / DOO
Kristen Scott Media
Truly, this is one of the smartest, most impactful investments we've ever made in 8 years in business. We can’t believe we waited this long to make these changes!
Jessi & Marie
Thanks to Theresa, I was able to get a handle on my processes. The guidance provided was so great and I was definitely held accountable to succeed!
Throwdown Social Media
The Wow Your Clients Playbook is for:
OR ANY SERVICE-BASED BUSINESS OWNER WANTING TO DELIVER A FIVE-STAR EXPERIENCE TO EVERY CLIENT
YOU'RE READY FOR THIS IF YOU ARE...
THIS IS NOT FOR YOU IF YOU...
Your Satisfaction matters.
I get it. I’m a small business owner just like you. I understand the risk you feel when deciding to invest in a digital product. You work hard for your money and don't want it wasted on something that you could have googled or found in a blog post.
I put a lot of thought into the products I create and I know anyone who buys them and implements the strategy will be thrilled with their purchase.
That’s why I’m offering a 30-day money-back guarantee. While I can’t guarantee that your client experience will increase your retention, renewals and referrals, I can guarantee your satisfaction with the quality of the templates and resources and the time, energy and stress it will save you.
Of course, If you’re not happy with the product, I will refund your money within 30 days of your purchase.
Grab the ultimate Wow Your Clients Playbook
Total Value = $1,217
PRICE = $197
GET ALL OF THIS FOR ONLY $37
I had hired part-time staff for a few months without making sure there were systems in place to handle on-boarding, training and quality control of the work. Theresa helped me think through the best ways to manage my staff as well as got me on the road to setting up systems starting with documenting everything I did as a bookkeeper to provide the best experience possible to my clients.
Frequently Asked Questions
HAVE A QUESTION?
Click "Have a question?" box in the bottom right hand corner and I'll get be on the other side to help as soon as I can!
Make Your Client Experience More Than Just “OKAY”.
Make it UNFORGETTABLE.
IT'S WORTH THE ELEVATED EXPERIENCE...
Grab the ultimate Wow Your Clients Playbook
Total Value = $1,197
PRICE = $197
GET ALL OF THIS FOR ONLY $37