How to Improve Your Client Experience: A Breakdown of My Audit Process [Client Experience Series Pt 1]

If this is the year you're looking to improve your client experience, you've come to the right place! Auditing your systems and workflows is key to not only improving your experience, but optimizing and refreshing it year after year. To kick off our new client experience series on the podcast, I'm sharing a breakdown of my own audit process and what I'm looking for in your systems!

Find it Quickly:

00:29 - Starting the Client Experience Audit

1:19 - Winter is Coming Series Recap

5:17 - Identifying Red Flags in Client Experience

6:21 - Steps in a Client Experience Audit

12:27 - Self-Audit Tools and Next Steps

Mentioned in this Episode

Winter is Coming Series:

• Ep 26: Auditing Your Offer
• Ep 27: Auditing Your Message
• Ep 28: Auditing Your Systems

Take the Self-Audit Quiz