Client Experience Assessment Please enable JavaScript in your browser to complete this form.First NameLast NameYour Preferred Email Address *On a scale of 1 to 10, how do you rate your client experience?Feel free to share any notes on how you feel about the experience your clients have when they work with you - consider your current onboarding, offboarding and in-program experience. Now, put yourself in the shoes of your client, does your rating change when you consider it from their point of view? Why?On a scale of 1 to 10, how confident are you about your client contract and payment set up?Feel free to note anything you'd change.Let's go deeper. What do you know you want to change, refine or do differently when it comes to your client experience?Make a shortlist of things you know you want to address here.Anything that makes you nervous, worried, scared or anxious when it comes to your client experience?What, if anything, do you want to change about how you onboard your clients?What, if anything, do you want to change about your application, or your application process?What, if anything, do you want to change about your welcome email?What, if anything, do you want to change about your program portal/your client login area?What, if anything, do you want to change about how you train new team members?What, if anything, do you want to change about your 1:1 consult?This is typically the sales call you have with a potential client before they become a client, but feel free to include any notes about your 1:1 calls in general here. Feel free to note if you don't do 1:1 calls and don't plan on it...What, if anything, do you want to change about your group calls?Do you want to change, or update, the welcome card or welcome gift you send in the mail?Feel free to note if you don't send anything in the mail and don't plan to...Are you happy with the touchpoints and emails that go out to your clients when they work with you?What, if anything, do you want to change about your program materials, tutorials or documentation?What, if anything, do you want to change about how you offboard your clients?What, if anything, do you want to change about your final recap email, or the next step option, you share with your clients?Overall do your client's feel like your communication is clear and that they have a well-held experience? Why or why not?You got it done! Thanks for sharing your assessment answers here. A brief reminder: This is a comprehensive list of the things you see that need updating and fine-tuning. It's always a good practice to ask these kinds of questions before jumping into a program or process. It lets you know where your head is at and how you're progressing. It also allows you to create your own checklist (specific your needs) so you can customize your experience, ask questions and get the answers you need. Okay, share any other notes for yourself below. Then, click "Submit".WebsiteSubmit
Please enable JavaScript in your browser to complete this form.First NameLast NameYour Preferred Email Address *On a scale of 1 to 10, how do you rate your client experience?Feel free to share any notes on how you feel about the experience your clients have when they work with you - consider your current onboarding, offboarding and in-program experience. Now, put yourself in the shoes of your client, does your rating change when you consider it from their point of view? Why?On a scale of 1 to 10, how confident are you about your client contract and payment set up?Feel free to note anything you'd change.Let's go deeper. What do you know you want to change, refine or do differently when it comes to your client experience?Make a shortlist of things you know you want to address here.Anything that makes you nervous, worried, scared or anxious when it comes to your client experience?What, if anything, do you want to change about how you onboard your clients?What, if anything, do you want to change about your application, or your application process?What, if anything, do you want to change about your welcome email?What, if anything, do you want to change about your program portal/your client login area?What, if anything, do you want to change about how you train new team members?What, if anything, do you want to change about your 1:1 consult?This is typically the sales call you have with a potential client before they become a client, but feel free to include any notes about your 1:1 calls in general here. Feel free to note if you don't do 1:1 calls and don't plan on it...What, if anything, do you want to change about your group calls?Do you want to change, or update, the welcome card or welcome gift you send in the mail?Feel free to note if you don't send anything in the mail and don't plan to...Are you happy with the touchpoints and emails that go out to your clients when they work with you?What, if anything, do you want to change about your program materials, tutorials or documentation?What, if anything, do you want to change about how you offboard your clients?What, if anything, do you want to change about your final recap email, or the next step option, you share with your clients?Overall do your client's feel like your communication is clear and that they have a well-held experience? Why or why not?You got it done! Thanks for sharing your assessment answers here. A brief reminder: This is a comprehensive list of the things you see that need updating and fine-tuning. It's always a good practice to ask these kinds of questions before jumping into a program or process. It lets you know where your head is at and how you're progressing. It also allows you to create your own checklist (specific your needs) so you can customize your experience, ask questions and get the answers you need. Okay, share any other notes for yourself below. Then, click "Submit".WebsiteSubmit
