The Client Journey Control Suite
CORE kit | digital download
Because every step of your client experience should make you money — not a mess.
The Client Journey Control Suite™ is your complete system for taking command of the entire client lifecycle — from first hello to final invoice.
If you’ve ever felt like you’re delivering great work but still losing money, time, or clients because of inconsistent operations, this suite is your fix.
It’s not just about looking organized — it’s about running your business like the multi-six or seven-figure brand you’re becoming.
Perfect For
OBMs, COOs, and service-based CEOs who are done with duct-taped delivery. If you’re ready to stop babysitting your backend and start scaling like a real operator — this suite gives you the structure, clarity, and control to do it.
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$147
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How to Onboard a New Client from Start to Finish
How to Deliver Services with Clear Milestones & Handoff Points
20 Done-for-You SOPs — The complete client experience system covering every phase of delivery, accountability, and retention:
How to Offboard a Client with a High-Touch Experience
How to Run a Client Kickoff Call That Sets Expectations
How to Manage Client Files, Folders & Permissions
How to Collect & Use Client Feedback for Retention & Referrals
How to Conduct a Client Experience Audit
How to Handle Client Red Flags & Escalations Professionally
How to Request Testimonials & Case Studies Without Being Awkward
How to Renew or Upsell Existing Clients into New Offers
How to Set Boundaries with Over-Communicative Clients
How to Track & Celebrate Client Wins
How to Communicate Project Delays or Scope Changes Gracefully
How to Close & Archive Client Projects Efficiently
How to Handle Refund Requests or Difficult Conversations
How to Track Client Satisfaction Metrics
How to Assign & Manage Internal Client Account Owners
How to Deliver a VIP Client Experience Step-by-Step
How to Manage Client Referrals & Track Results
How to Ensure a Seamless Sales-to-Service Handoff
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.
Download Instantly
As soon as you purchase, you’ll get an instant-access email with all 20 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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Turns every client journey into a retention and referral machine.
Helps you delegate confidently and scale sustainably.
Cuts delivery time, confusion, and rework by up to 40%.
Delivers a consistent, high-touch client experience — every single time.
Why You’ll Love It
BENEFITS
- Lauren H.
COO, Creative Agency
“The most complete client experience system I’ve ever seen. We used to juggle five different spreadsheets just to keep up with client projects. After implementing this suite, everything runs through one unified system. Clients feel cared for, my team feels clear, and I finally feel in control."
- Brittany S.
Founder & Operations Consultant
“Worth every penny — it’s like having a COO in a folder. These SOPs are pure gold. Every step is laid out — onboarding, updates, renewals, offboarding — it’s all here. I implemented half the suite in a day and my client feedback went from 'good' to 'flawless.'"
FAQs
What’s actually included in The Client Journey Control Suite™?
You’ll get 20 fully built SOPs, the Client Journey Blueprint, done-for-you blueprints, Asana workflows, editable templates, and a client experience dashboard — everything you need to control every phase of the client lifecycle.
How fast DO I get access?
Is this beginner-friendly?
How long does it take to set up?
Absolutely. The Suite is designed for service-based founders, OBMs, and COOs at any stage. Whether you’re documenting systems for the first time or refining what you already have, this makes it simple and scalable.
You can start using pieces of it within 1–2 hours. Full implementation (all 20 SOPs + Asana workflows) can be done in a weekend — or delegated to your ops assistant or VA.
Immediately. As soon as you complete your purchase, your instant-access email will arrive with all files and downloads ready to go.
Can my team use these resources?
Yes! Your internal team can use and customize all materials for your business. Redistribution, resale, or sharing outside your company isn’t permitted.
Do I need to be using Asana for this to work?
No — the workflows translate easily into ClickUp, Notion, Monday.com, or any project management tool. Asana templates are included for convenience, but everything is fully adaptable.
What makes this different from your other kits?
This is the master system. While other kits focus on specific areas (boundaries, delivery consistency, onboarding), The Client Journey Control Suite™ ties all 20 SOPs into one connected ecosystem. It’s the full lifecycle — front to back.
What kind of results can I expect?
Clients see immediate improvements in team communication, delivery speed, and satisfaction — and often report 25–50% fewer admin hours. You’ll deliver smoother, faster, and with the kind of polish that keeps clients renewing.
