Your Systems Map: Map Your Client JourneyLet’s take a closer look at the path your clients follow when they work with you. Use this form to map out how you envision your client experience. And, please keep in mind, as you work through each section, it will become clear where you have gaps - don’t get discouraged. Be detailed and brutally honest with yourself so you know where you stand.Please enable JavaScript in your browser to complete this form.First NameYour Preferred Email Address *AWARENESS - How do new clients first become aware of you?ENGAGEMENT - How do clients opt-in and get decision driven education from you?BEFORE ENROLLMENT - What steps do clients take to enroll?APPLICATION - What application process does each client follow?LAST STEP BEFORE ENROLLMENT - What's typically the last step clients take before they enroll?ONBOARDING - What steps do clients take after they enroll (but before they begin your program)?IN-PROGRAM EXPERIENCE - Outline how the container/structure of your program works.OFFBOARDING - What steps do clients take to prepare for what's next (after they've completed the program)?FEEDBACK - How have you included an opportunity for feedback, testimonials, referrals and/or continuing to work with you in your offboarding process?TOOLS - What tools are you using now that you want to continue to use? What tools do you want to stop using/find a replacement for? Any new tools you need to add?Done. You’ll get a copy of your answers in your inbox shortly. Feel free to add any additional notes for yourself here.PhoneSubmit
Your Systems Map: Map Your Client JourneyLet’s take a closer look at the path your clients follow when they work with you. Use this form to map out how you envision your client experience. And, please keep in mind, as you work through each section, it will become clear where you have gaps - don’t get discouraged. Be detailed and brutally honest with yourself so you know where you stand.Please enable JavaScript in your browser to complete this form.First NameYour Preferred Email Address *AWARENESS - How do new clients first become aware of you?ENGAGEMENT - How do clients opt-in and get decision driven education from you?BEFORE ENROLLMENT - What steps do clients take to enroll?APPLICATION - What application process does each client follow?LAST STEP BEFORE ENROLLMENT - What's typically the last step clients take before they enroll?ONBOARDING - What steps do clients take after they enroll (but before they begin your program)?IN-PROGRAM EXPERIENCE - Outline how the container/structure of your program works.OFFBOARDING - What steps do clients take to prepare for what's next (after they've completed the program)?FEEDBACK - How have you included an opportunity for feedback, testimonials, referrals and/or continuing to work with you in your offboarding process?TOOLS - What tools are you using now that you want to continue to use? What tools do you want to stop using/find a replacement for? Any new tools you need to add?Done. You’ll get a copy of your answers in your inbox shortly. Feel free to add any additional notes for yourself here.PhoneSubmit
