Transformation – Client Experience

  1. Standardize core service offerings for consistency.

  2. Create a repeatable process for delivering client transformations.

  3. Improve the onboarding process for clarity and ease of use.

  4. Design a structured curriculum for coaching or consulting programs.

  5. Establish quality control measures for products/services.

  6. Develop a pricing strategy that aligns with the business model.

  7. Define clear client touchpoints throughout the service experience.

  8. Implement client success tracking and feedback loops.

  9. Optimize service delivery for efficiency and sustainability.

  10. Document and refine internal playbooks for service execution.

Connection – Sales

  1. Implement a CRM system to track and manage relationships.

  2. Establish a structured follow-up system.

  3. Develop a framework for identifying and prioritizing key relationships.

  4. Build a structured referral program to encourage engagement.

  5. Develop a community engagement strategy (online or offline).

  6. Strengthen relationships with key vendors and collaborators.

  7. Implement a structured process for collecting and sharing testimonials.