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Client Experience CRM Audit

Ready to improve your client experience and get more out of your crm, but not sure where you should start?

My Client Experience CRM Audit is the Solution!

With this audit you’ll get a plan to streamline and improve your current customer journey inside of your CRM.


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Client reviewing her Client Experience CRM Audit on her laptop.

Here’s what my client experience crm audit includes

A review of your CRM account

I follow an 85 point rubric as I walk through your entire CRM set-up. This includes your settings, assets and workflows.

You’ll get a report highlighting the areas that leave room for improvement and telling you what’s done well so you know where to focus your efforts.

A Video Walkthrough of Your Client Experience for Your Main Offer as I Test it Out

You’ll get feedback in real time as I test your offer and tell you my experience and how I’d recommend improving it.

Bonuses

– A Discounted 1:1 60 Minute Call to review and implement changes

– Apply your audit fee towards Done For You Service if you book within 30 days.


Get Started

Book a Client Experience Audit For Just $400

I’ve Got Questions!



Do I have to use Dubsado?

This offer is best suited to those who are currently using Dubsado or HoneyBook. While I can audit your client experience in other CRMs, my recommendations for automation and optimization of your system would be limited since I don’t have much (if any) knowledge of your platform. (I’ve worked in a few other platforms, so if you’re using a another platform, feel free to send me an email and ask about it.) 



Will you look at every single email & form?

If you’ve got loads of email templates and forms in your system that aren’t in use, that wouldn’t be a great use of my time (or yours). I’ll be focusing on your current workflows using an 85-point audit rubric, but I’ll be taking a closer look at any assets used in your main offer client experience.



When will my audit be complete?

I’ll deliver your client experience audit within 14 days after you complete your intake form.

This form gives me access to your account and insight on where to focus my time so you get the highest return on your investment.

You should expect that form to arrive in your inbox within one business day after your purchase your Client Experience Audit.



What if I don’t have a CRM?

You’d be better off hiring me for a Systems Strategy Session to map out a plan for your CRM set-up or booking a Done for You or Done With You Dubsado Set-up.



Will you be fixing things inside my CRM?

No. This audit just provides a list of my recommendations to improve your CRM set up and client experience.

If you’d like to hire me to implement the changes I recommend, you’ll have the opportunity to discuss this once the report has been delivered.



What if I’m thinking of hiring you or switching CRMS?

If you’re thinking of switching CRMs, I’d wait to book a client experience audit, because the recommendations I’d make are specific to your CRM.

Instead, book a Discovery Call so we can discuss your CRM options to find the best fit for your business.

Read more kind words from clients

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How Do Client Experience Audits Work?

1. Book an Audit

Complete my booking form below.

2. Fill out your onboarding form

You’ll receive an onboarding form by email within 24 hours. Once you complete your onboarding form, I’ll start your audit.

3. Audit Review Appointment

We’ll schedule an audit review appointment to review my findings as I completed my 85-point Client Experience Audit.