Make your client experience feel like YOU again.
If you’ve ever signed a new client and thought:
✨ “My onboarding process is kind of messy.”
✨ “I feel like I’m always chasing clients for info.”
✨ “I don’t have a clear system to guide them from start to finish.”
…then The Customer Success Reset is your permission slip to create a business that feels organized, professional, and stress-free.
This isn’t about adding complicated CRMs or drowning in admin.
It’s about creating a client journey that feels simple, supportive, and seamless — for both you and your clients.
Instead of overwhelming you with templates you’ll never use, I help you:
- Release: clear out the clunky, outdated steps that create friction.
- Realign: map a clean, intuitive journey that reflects your brand values.
- Reset: create 3–5 simple systems you can use right away to onboard and offboard clients smoothly.
This isn’t about adding more busywork.
It’s about creating clarity, confidence, and client retention — so every project feels lighter and more aligned. 🌿
You’ll walk away with:
✨ A simplified client journey map (from first contact to offboarding)
✨ A 40–50 min Loom video audit of your current process
✨ A personalized success plan with 3–5 system shifts
✨ Done-for-you templates (onboarding doc, offboarding checklist, or client success touchpoints)
Delivery includes:
– Client Journey Map
A step-by-step outline of how your clients should flow through your business (from inquiry → onboarding → delivery → offboarding).
– System Audit
A look at what’s working vs. what’s creating chaos in your current setup.
– Alignment Notes
Personalized guidance on what to automate, simplify, or let go of.
– Success Reset Worksheet
A practical, repeatable process you can use every time you bring on a new client.
Who this is perfect for:
- Freelancers who want to look + feel more professional
- Creatives tired of messy client communication
- Coaches + service providers ready to elevate their client experience
- Anyone pivoting into a new offer and wanting to start clean + clear
Testimonial from a happy client 👇
Ready to stop leaking time + energy with messy client systems?
Time: Audit sent to you within 24 hours after you book (not including weekends)
What happens next: You should get an automatic questionnaire sent to you and then I'll use it as a guide for your audit. Please check spam if you don't get the email.
Due to the nature of the audit no returns or exchanges and results vary on the action the client after the audit is complete.