Free Resource

Your Systems Map:
Map Your Client Journey

Let’s take a closer look at the path your clients follow when they work with you. Use this to map out how you envision your client experience. 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.

How to use this

Work through it in one sitting if you can. Nothing here is stored or sent anywhere. This is yours. When you’re done, use your browser’s print function to save a PDF copy for your records.

Section 01

Getting found.

How do new clients first become aware of you?
How do clients opt in and get decision driven education from you?
Section 02

Getting enrolled.

What steps do clients take to enroll?
What application process does each client follow?
What’s typically the last step clients take before they enroll?
Section 03

Inside the experience.

What steps do clients take after they enroll, but before they begin your program?
Outline how the container and structure of your program works.
Section 04

What comes next.

What steps do clients take to prepare for what’s next, after they’ve completed the program?
How have you included an opportunity for feedback, testimonials, referrals, or continuing to work with you in your offboarding process?
Section 05

Your tools.

What tools are you using now that you want to continue to use? What tools do you want to stop using or find a replacement for? Any new tools you need to add?
Section 06

Notes to yourself.

Done. Now look at where the gaps are. That’s your work list. If you want a second set of eyes on it, apply to work with me and bring this with you.

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