Client Experience Maximiser Audit
Your CRM isn’t broken it just needs to tone-up. Just like the gym, a few small shifts in form can create massive results. Il review one offer of yours to help you create a frictionless sales process and experience for your clients.
personalised roadmap
Helping you get paid
personalised roadmap
Helping you get paid
personalised roadmap
Helping you get paid
Why you need to tweak your customer journey.
Your offer is powerful, you results are solid, and your retention is wild.
But you still feel like your drowing in admin and client's are just not converting the way they used to anymore.
Because something in your CRM is breaking the conversion chain.
Leads are leaking out. Attention’s drifting.
Your Discovery calls feel great.
But your proposals and workflows don’t convert.
And the worst part? You’re too good to still be wondering why.
You’re running a real business with real momentum.
But your CRM funnel’s not doing its job and it’s costing you money & energy.
You don’t need more effort.
You need a automated system that represents what you can do for your clients.
Introducing: Client Experience Maximiser Audit
A full-body diagnostic of your entire backend process from lead capture to proposals.
This is how we find whats missing.
What I review:
✨ Your lead captures and forms (what’s not converting and why)
✨ Your backend workflows on Dubsado or similar (Inquiry, Booking, Onboarding, Offboarding).
✨ Your proposals (is it building strong conversions or confusion?)
✨ Your templated emails (What’s working, what’s wasted. Does it feel personal or automated)
✨Your Automation Setup (if your missing a key connection between tech)
We identify where attention is dropping, urgency is dying, or messaging is falling flat and rebuild it into a funnel that feels like an extension of your brand.
This isn’t just an audit. It’s a update into what your brand should feel like.
This is for you if:
✨ Your offers are solid, but your leads keep ghosting
✨ You’ve got traffic, but not enough traction
✨ You want your funnel to move buyers emotionally, not just logically
✨ You know you’re under-selling the power of your work but you can't see the cracks
What You’ll Walk Away With:
You’re not under-selling. You’re under-earning.
Let’s collapse the delay, to stop those clients with hesitation, and update your CRM to sound like an extension of your business.
Book your Audit now and get personalised report within the next 72 hours.
Because your systems should feel like a luxury experience for your client but most of all it should make your life easier when selling your services.
Don’t just take our word for it
The FAQs
All the frequently asked questions in one place.
The Client Experience Maximiser Audit is for coaches and service providers who use a CRM system like dubsado or honeybook already. Who want to know how they can improve their workflows and get the most out of their tools without burnout.
No. This is a loom video completed by me (Phoebe). Once payment has been made you will be taken to a form to fill out so I can gather all your information around your brand and business. I will then sit down and create a loom video roughly 40-60 minutes long to help you optimise your website and help make your business easier.
It's yours to keep for ever! So it is lifetime access.
I will aim to get your audit to you within 24-72 hours of purchasing. If there is a delay you will be notified.