Systems & Client Experience Design
Build a Brand That Runs Without You
Investment: Starting at $1,297 CAD
What this is:
You can’t scale chaos. If your business relies entirely on you showing up manually every single day, you don’t have a brand, you have a job. This service builds the systems, automation, and client experience design that let your brand work while you sleep.
What's Included?
Phase 1: Workflow & Operations Mapping
- Full audit of your current systems (or lack thereof)
- Identification of bottlenecks, inefficiencies, and missed opportunities
- Workflow redesign for lead generation, onboarding, delivery, and follow-up
Phase 2: Automation & Tech Setup
- CRM setup and optimization (Dubsado, HoneyBook, or your preferred platform)
- Email automation sequences (welcome series, nurture campaigns, post-purchase follow-up)
- Calendar and scheduling optimization (Calendly, Acuity, etc.)
- Template creation (proposals, contracts, invoices, questionnaires)
Phase 3: Brand Systems Design
- Client experience journey mapping (from discovery call to offboarding)
- Touchpoint design (what clients experience at every stage)
- Standard Operating Procedures (SOPs) for repeatable excellence
What You Get:
- Systems Audit Report with actionable recommendations
- Custom Client Journey Map (visual diagram of your client experience)
- Automation Setup for 2–3 key workflows
- Template Library (customizable proposal, contract, and onboarding docs)
- SOP Guide for your most critical processes
- 30-day implementation support via email
Who this is for?
- Entrepreneurs drowning in manual tasks and admin work
- Service providers ready to scale but lacking the infrastructure
- Founders who want to deliver premium client experiences without burning out
- Anyone who’s tired of reinventing the wheel with every new client
Outcome:
You’ll have a business that runs like clockwork; automated, organized, and designed to scale. You’ll reclaim hours every week, deliver world-class client experiences, and create space to focus on revenue-generating activities.