Customer Journey Support
From Hello to Loyal Client – Without the Overwhelm
You’ve worked hard to attract your clients – now let’s make sure their experience with you keeps them coming back (and telling their friends).
A well-designed customer journey isn’t just about admin – it’s about creating a smooth, professional, and memorable experience from the very first contact to the final follow-up. When your clients feel valued, informed, and supported at every stage, they’re more likely to return, refer, and rave about you.
That’s where my Customer Journey Support Packages comes in.
Customer Journey Support Package
This package is ideal for coaches, course creators, and small business owners who:
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Feel their onboarding process is a little “make it up as we go”
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Struggle to keep clients engaged once the invoice is paid
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Want a consistent, professional process that feels effortless
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Need to free up time by automating repetitive tasks
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What’s Included
1. Customer Journey Audit
I’ll review your current journey from enquiry to offboarding, spotting gaps, delays, and missed opportunities.
2. Journey Mapping Session (60–90 mins)
We’ll map the full experience your clients have with you – from the first “hello” to their final goodbye – and highlight quick wins to make it smoother and more engaging.
3. Onboarding System Setup
This includes creating welcome emails or videos, preparing intake forms and questionnaires, setting up payment links and invoicing processes, and automating confirmation messages along with clear next steps for your clients.
4. Delivery & Engagement Tools
This includes scheduling email check-ins or reminders during delivery, creating resource hubs or client portals to keep everything in one place, and designing branded templates to ensure your communications stay consistent and professional.
5. Offboarding & Retention Process
This covers sending feedback and testimonial requests, creating next-step offers or upsells, and crafting thank-you messages that leave the door open for future work together.
6. Tech Setup & Integration
Whether it’s MailerLite, Trello, Dubsado or other tools, I’ll help set up and integrate the tech that makes the whole process run like clockwork.
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The Benefits to Your Business
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Professional First Impressions – Show clients you’ve got it all handled
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Time Saved – Automate repetitive steps so you can focus on what you do best
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Happy Clients – Keep them engaged, supported, and singing your praises
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More Sales Opportunities – Build in natural upsells and repeat work
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Your Investment
Full Package: Starting from £750, (tailored to your business needs) leading to the monthly retainer below
Lite Version (Audit + Recommendations Only): £300
Power Hour Add-On: £150 (for ongoing tweaks and improvements)
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How It Works
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Book your call – We’ll chat through your business and current process
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Audit & Mapping – I’ll review your existing journey and plan improvements
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Implementation – I’ll set up, integrate, and streamline your systems
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Go live – You’ll have a polished, professional customer journey that works for you and your clients
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Let’s Create an Experience They’ll Never Forget
Your clients should feel looked after every step of the way – and you deserve a process that runs smoothly without eating into your time.
Let’s take your clients from hello to loyal advocate – without the stress.
Customer Journey Monthly Support
Keep Your Client Experience Running Smoothly – Month After Month. A great customer journey isn’t a “set it and forget it” thing.
Your business grows, your offers evolve, and your clients’ needs change — so your processes need to keep up.
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With my Monthly Customer Journey Support, you’ll have me on hand each month to make sure your onboarding, delivery, and offboarding stay polished, professional, and effortless. Whether that’s fine-tuning your automations, keeping your emails fresh, or adding new touchpoints to wow your clients, I’ll help your customer journey keep working like clockwork.
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Perfect for coaches, course creators, and service-based business owners who:
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Want someone to own their client experience each month
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Regularly introduce new offers or programmes
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Don’t have time to keep tweaking systems and templates
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Need an ongoing partner to keep everything running smoothly
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What's included each month
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Monthly Review & Updates. We’ll check your journey from start to finish, making sure everything is up-to-date and working seamlessly.
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Onboarding & Delivery Maintenance. I’ll keep your welcome emails, intake forms, payment processes, and delivery materials fresh and relevant.
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Client Communication & Engagement From check-ins and reminders to resource hubs and branded templates, I’ll ensure your client touchpoints are engaging and consistent.
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Offboarding & Retention I’ll handle your thank-you messages, testimonial requests, and any upsells or rebook offers you’d like to include.
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Tech Support & Integration Whether it’s adding a new tool, updating automations, or troubleshooting issues, I’ll keep your systems running without a hitch.
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The Benefits to Your Business
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Always Polished – Your client journey is reviewed and refined monthly
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Save Hours – No more tinkering with tech or templates yourself
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Stay Ahead – Adapt your processes quickly as your business evolves
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Delight Clients – Keep every interaction professional and on-brand
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Your Investment
From £500 per month (minimum 3-month commitment)
How It Works
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Kick-Off Call – We’ll review your current journey and set monthly priorities
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Ongoing Support – I’ll implement updates, improvements, and fixes each month
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Monthly Check-In – You’ll get a short progress report and recommendations for the following month
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Let’s Keep Your Clients Smiling
You don’t need to waste hours keeping your client journey on track — I’ll take care of it for you, every single month.
Let’s make your client experience something they’ll remember for all the right reasons.
Customer Journey Power Hour
Focused Fixes. Maximum Impact. Minimum Time.
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Sometimes you don’t need a full package – you just need focused, expert help to tweak, fix, or improve your customer journey.
That’s exactly what my Power Hour is for. In just 60 minutes, we’ll tackle the specific area of your onboarding, delivery, or offboarding that’s not working as smoothly as it could. By the end, you’ll have clear solutions, actionable steps, and in many cases, the improvements implemented there and then.
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Who It’s For
Perfect if you:
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Already have a customer journey in place but it needs some tweaks
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Want quick fixes for a specific part of your process
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Need guidance on new tools, templates, or automations
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Have a list of small changes you’ve been meaning to make but never get around to
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What We Can Cover in a Power Hour
(We’ll focus on what’s most important to you)
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Streamlining your onboarding forms and welcome process
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Setting up or refining payment and invoicing systems
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Improving your client communication flow (emails, reminders, touchpoints)
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Reviewing and suggesting updates to your offboarding process
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Adding simple automations to save you time and avoid manual admin
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Making sure your client journey is consistent and on-brand
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What’s Included
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60 minutes of focused, 1:1 virtual support via Zoom
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A recording of our session so you can revisit it anytime
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A follow-up email summarising what we covered and any agreed action steps
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Where possible, real-time implementation during the call
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The Benefits to You
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Fast Results – No drawn-out projects, just instant improvements
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Expert Eyes – I spot gaps and solutions you might not see yourself
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Value-Packed – An hour of dedicated, strategic support for a fixed price
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Flexible – Book as a one-off or whenever you need a refresh
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Your Investment
💷 £150 per session
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How to Book
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Click the link below to choose your time
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Fill in a short form so I know what you want to cover
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Jump on the call and let’s get it sorted