Client Success Begins with Intention


This Client Success lesson guides you through each step of the client’s journey. It prompts you to review and refine touchpoints to create a cohesive experience from Awareness to Alumni.

An experience consistent with your brand image.

🎉 LESSON LAUNCH: The first 10 customers receive an early bird rate of $100.

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Lessons are created to provide you with immediate coaching. Each lesson is a single video with experiences, prompts, and stats to help you better serve your clients or team. The prompts and frameworks encourage you to differentiate yourself (Shine Bright) in the industry and to value relationships. Included templates help you begin.

The Client Success Begins with Intention lesson is a 50-minute video for service-based business owners. I walk you through each stage of the client journey sharing examples and asking questions. The goal is for you to be inspired to define your service promise and refine the client journey. Included is the framework I use for my business. [WATCH PREVIEW]

Key Takeaways

  • Connection is at the core of client relationships
  • Caring about your clients increases your ability to serve them well
  • Be proactive in communication
  • Serve the relationship instead of the transaction


  • 00:00 Welcome
  • 02:30 Lesson Overview
  • 03:49 Awareness
  • 06:45 Nurture
  • 10:41 Convert
  • 17:52 Onboard
  • 22:41 Service
  • 40:30 Offboard
  • 45:12 Alumni


  • Client Journey Template
  • Video Lesson


What tools do I need to use this template?

You will need a Notion account to access and duplicate the template. You can create a Notion personal account for free. I am an affiliate.

What if I need this template customized with a supporting process?

I would love to customize this for you and your team. Please complete your custom inquiry.

What to do if you found this helpful?

Please leave a ⭐rating and share the link with a friend.

Who created the template?

Hi, I’m Melissa. If you want to improve the client experience or your team’s performance, you’ve come to the right place! These digital resources are designed to support excellence in business. If you’re looking for more in depth support, view my coaching services or semi-custom small business OS.


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