You shouldn't have to worry about...

  • ... frantically sending last minute or day-of reminders.

  • ... scrambling to get information together after a client pays an invoice.

  • ... waking up at midnight remembering something you forgot to do for a client.

Join Me!

Let me guide you through the four stages of the client process and every detail in between.

Your client experience is a representation of you, your business, and your services. Let's make sure it's streamlined and ready to go!
I'm Ready To Start!

By the end of this course you will...

  • Develop a consistent client process that leaves you worry free and confident.

  • Give your clients an experience that they will talk to others about.

  • Make sure clients feel well taken care of, aren't left in the dark, and know the value of their investment with you.

What's Included??

  • A guided video training, step-by-step process for developing your vision for your client experience and developing the client process to support it.


  • A 15-page workbook to bring you through each stage of the process.


  • Resources for building your client experience electronically, whether you're ready to use a CRM or not!


Testimonials

“Learning from Shay has been a game changer in my business. Her knowledge of the client process and experience is gold, and being equipped to implement what she teaches has brought me more business and left my clients with a much higher-quality experience. This course has the potential to be transformational for any business owner, no matter their stage in the online space. I recommend this course to everyone I can!!”

Nicole L.

“Shay has such an amazing understanding of the client experience, and she breaks the different pieces of it down so well. I started implementing some of the things she teaches in the course, and my clients have been beyond impressed! This course will give you a strong foundation for nurturing your clients that will transform the way you run your business. ”

Lindsey H.

“ Shay’s course about the client process has been a game-changer for my business. As I was preparing a new offer, I wanted to think through the intensive from the perspective of a client. Shay's course was just what I needed! She delivered information about each stage of the client process and guided me through planning each step for my own service. Thanks to Shay & this course I have a process in place that I can count on and that focuses on caring for my clients!!”

Allison K.

FAQ

  • How much does Creating a Top-Notch Client Experience cost?

    The founding price for Creating a Top-Notch Client Experience is $247.

  • What do I get when I buy the course?

    A 5-module guided video course that walks you through the why, what, and how of streamlining your client process and creating a top-notch client experience; A 15-page workbook that walks you through each module activity; Trello, ClickUp, and Google Doc Templates; 3 Real Client Process Examples to use when creating your own client process

  • What will I be able to do after I go through the course?

    At the end of Creating a Top-Notch Client Experience, you will have created the complete client process that you can begin implementing into your business right away. You will be equipped with the knowledge and tools you need to create streamlined processes on the backend of your business, provide consistent communication to clients, and show up like the professional you are. In turn, your client's experience when working with you will be unmatched, making you the go-to business in your specific niche.

  • How much time will the course take?

    This course is self-paced and can be completed in one sitting or over multiple days. The total video length is approximately 95 minutes, not including time to complete the activities.

  • Can I go through the course at my own pace or is it on a schedule?

    Once purchased, you will have access to the complete course. You do not have to complete one module before moving on to the next; you can access modules 1-5 the moment the course is purchased.

  • Is this only for those who use Dubsado? I still send everything manually!

    No! I created this course for all service providers, not just the ones who use a CRM! This course provides the foundation for how to create a streamlined process when working with clients. Instead of focusing on automations through a specific platform, we are creating the step-by-step procedure you need to take when working with your clients from start to finish. The process you create can be implemented either manually or through the CRM of your choice!

  • What is the refund policy?

    Due to the digital nature of this course, refunds will not be given for this course. I highly suggest previewing the course before purchasing to ensure it is the right investment for you.