The Client Foundation Fix Kit
CORE kit | digital download
Because a strong client experience isn’t built on vibes — it’s built on systems.
The Client Foundation Fix Kit™ gives you the operational backbone every service-based business needs to deliver a flawless, professional client journey from day one.
This kit is your playbook for nailing every part of the client lifecycle — from onboarding to offboarding — so your business stops relying on guesswork and starts delivering with intention, clarity, and consistency.
If you want clients to say, “You’re the most organized business I’ve ever worked with,” — this is how you make it happen.
Perfect For
Women entrepreneurs, OBMs, and service-based CEOs ready to get their backend as good as their brand. Whether you’re refining your operations or training your team to deliver consistently — this kit locks in your foundation so you can scale smoothly
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$97
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How to Onboard a New Client from Start to Finish – Step-by-step process for welcoming clients, setting expectations, and establishing communication norms that make them feel instantly supported.
How to Run a Client Kickoff Call – A plug-and-play structure for leading powerful kickoff calls that align goals, timelines, and deliverables right from the start.
How to Deliver Services with Clear Milestones & Handoff Points –Create predictable progress through defined delivery stages so everyone knows exactly who owns what and when.
5 Core SOPs for a Rock-Solid Client Foundation:
How to Close & Archive Client Projects Efficiently – Streamline wrap-up workflows with templates for file management, reporting, and documentation — no more digital clutter or missing assets.
How to Offboard a Client with a High-Touch Experience – End projects with grace, gratitude, and polish — complete with templates for surveys, referrals, and re-engagement offers.
what's included
features
how it works
Done-for-You Blueprints
Not just templates — these are the exact systems OBMs + COOs use to maintain consistency across multi-6 and 7-figure delivery pipelines.
Asana Workflow Templates
Prebuilt task flows that operationalize your delivery process inside your project management system.
Digital Download Bundle
Includes editable checklists, scripts, and handoff templates to help you implement fast.
what's included
features
how it works
Download Instantly
As soon as you purchase, you’ll get an instant-access email with all 5 SOPs, blueprints, and workflows. No waiting, no fluff — just plug-and-play systems that you can use right away.
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Each SOP and workflow is editable. Add your company name, tweak your process steps, or align it with your tools (Asana, ClickUp, Google Drive, etc.) so it fits perfectly into your existing operations.
Customize for Your Business
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Implement with Confidence
Follow the included blueprint to assign roles, organize files, and roll out your new systems across your team — or run them solo if you’re still the one wearing all the hats.
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Watch delivery chaos disappear as your client experience becomes organized, predictable, and professional — the kind of consistency that scales and sells itself.
Deliver Consistently, Every Time
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what's included
features
how it works
Reduces project chaos by creating clear ownership and flow from start to finish.
Builds immediate client trust and positions you as a true professional.
Shortens onboarding time and eliminates missed steps or confusion.
Transforms your client process into a premium, repeatable experience.
Why You’ll Love It
BENEFITS
- Kendra W.
CEO, Brand Strategy Studio
“This fixed every crack in our client process. Before this, onboarding took forever and every project felt different. Now we onboard, deliver, and offboard with total consistency. Clients notice — and they’re referring more often."
“Worth it for the kickoff and offboarding SOPs alone. These templates made our process feel instantly more professional. The kickoff script saved me from fumbling through expectations, and the offboarding SOP made renewals feel effortless. Total game-changer."
- Sierra T.
OBM & Systems Strategist
FAQs
What’s included in The Client Foundation Fix Kit™?
You’ll get 5 plug-and-play SOPs, done-for-you blueprints, Asana workflows, and editable digital templates that walk you through every part of the client journey — from onboarding to offboarding — with zero guesswork.
How fast will I get access?
Is this only for agencies?
Do I need to use Asana?
Not at all. This kit is perfect for service-based CEOs, OBMs, freelancers, and consultants who want to deliver a polished, professional client experience — whether you’re a one-woman show or leading a full team.
Nope. Asana templates are included because they’re easy to duplicate and visualize, but every SOP can be transferred into ClickUp, Notion, or your system of choice.
Immediately. Once you check out, you’ll receive an instant-access email with all your SOPs, workflows, and templates. No waiting, no manual approvals — just instant systems that work.
Can my team use this too?
Yes! You can share these SOPs and workflows internally with your team, VAs, or OBMs. The license covers internal use — just no redistribution, resale, or client-facing reuse.
How long does it take to implement?
Most users complete setup in a single afternoon. Each SOP includes quick-start steps, templates, and workflows you can plug directly into Asana (or adapt to ClickUp, Trello, or your preferred tool).
How is this different from your other kits?
The Client Foundation Fix Kit™ is all about the essentials — building the baseline systems every business needs to deliver reliably. It’s the foundation your other kits (like Consistency or Experience) build on
What kind of results can I expect?
Clients typically see a major drop in onboarding delays, clearer communication, faster project wrap-ups, and higher client satisfaction. You’ll feel like you finally run a business that delivers on its promises — without chaos.
