E2E Presents- Jessica Millhiser

Have you ever stopped to consider your client journey in depth? Not just the big picture, but the logistics behind every step. How do clients move through your process? Is each stage clearly outlined and intentionally designed? A solid, well-defined client journey doesn’t just improve the experience for those you serve, it builds trust, consistency, and loyalty. It’s the foundation for creating repeat business and enthusiastic referrals.In this talk, we’ll break down the 5 key steps of a successful client journey, helping you streamline and elevate your process:

1. How clients discover you
   
2. Crafting a standout consultation process
   
3. Creating a smooth onboarding experience
   
4. Setting clear expectations for success
   
5. Streamlining your offboarding process
   

3 Main Takeaways:‍

1. Clarity in the Client Journey: Understand how a well-defined client journey, from consultation to offboarding, enhances client satisfaction and improves overall retention.
   
2. Consistency in Experience: Learn how a structured process for each stage of the client journey creates a consistent, reliable experience that builds trust with your clients.
   
3. Improved Client Retention: Discover how setting clear expectations and maintaining open communication throughout the client journey leads to repeat business and more referrals.