Client Journey Architect
From Scroll to Superfan - every step, automated and optimized.
Your clients stay.
Your work delivers.
But your backend? Still a bottleneck.
You’re attracting leads, but your follow-up is inconsistent.
You’re welcoming new clients, but the onboarding still feels messy and more stressful than it needs to be.
You’re delivering powerful results, but you’re still stuck in the world of admin and chasing testimonials.
It’s not your offer that’s the problem. It’s the system that should’ve been supporting it.
Welcome to the fix.
You’re too good to still be doing everything manually.
You need a client journey that delivers premium service without burning you out.
Let me introduce you to the Client Journey Architect.
A done-for-you system that maps, builds, and automates your entire client experience using Clickup & Dubsado.
From lead magnet freebies to onboarding.
We use powerful tools like ClickUp, Dubsado, Zapier, and email marketing platforms to craft a back-end ecosystem that sells, serves, and scales with you.
This isn’t just a setup.
This is your signature journey that makes your business as professional as the transformation you offer.
ClickUp keeps your projects, timelines, and team tasks on track, while Dubsado handles proposals, follow-ups, and every client touchpoint all on autopilot.
You’re a match for this if…
You’re ready to ditch makeshift systems and finally build a backend that supports your brilliance for a seamless CEO experience.
What You'll Get Inside:
A powerful, permanent upgrade to how you do business. Every asset, every workflow, and every automation is designed to support growth and make your day-to-day simpler, smoother, and more scalable.
- Lead magnet funnel build (forms & triggers)
- CRM setup in ClickUp & Dubsado
- Proposal & contract automations
- Custom welcome & onboarding emails
- Offboarding workflows (feedback, testimonial, re-engagement)
- ClickUp dashboards to track leads, clients, and deliverables
- SOPs & automation for repetitive admin tasks
- Strategy-backed workflows that evolve with your offers, not against them
You need the Signature Framework
You need a journey that actually works. Our signature framework is built to move your dream clients from "just found you" to "can’t wait to pay you," while removing the pressure, confusion, and manual chaos on your end.
The Magnet Moment
Lead Collection & Funnel Setup
Together we create a scroll-stopping lead magnet funnel, built around your current offers.
Connecting forms, automations, and landing pages into one clean premium experience.
Pulling in those aligned leads and starting the sale before you say a word.
The Nurture Loop
Lead Tracking & CRM Buildout
From first click to signed contract.
We create a visual lead pipeline in ClickUp & Dubsado that gives you total visibility.
No more scattered spreadsheets or guessing who’s ready to convert.
Every lead is tagged, tracked, and followed up with automatically so no opportunity slips through the cracks.
The Power Portal
Onboarding Automation
We automate every step your client takes after saying yes: proposals, contracts, invoices, and welcome sequences.
All delivered with seamless automation.
Managing your client communication has never been easier.
It’s a smooth, high-touch process that sets the tone for a premium experience, making your clients feel like VIPs from day one.
The Legacy Layer
Offboarding & Re-engagement
Custom offboarding workflows collect feedback, request testimonials, and re-engage past clients with smart automations.
A well-executed goodbye keeps them coming back and referring their friends.
Choose Your build!
$640
8 weeks
Perfect for solo service providers and small teams who want to stop starting from scratch and build a clean, reliable backend that does the heavy lifting.
$1080
10 weeks
Designed for established businesses expanding their offers, hiring support, or scaling operations. Get more structure, more automation, and way less stress.
/ TBD
Ideal for multi-service brands and agencies needing complex systems, custom SOPs, and dashboards that manage multiple teams all with done-for-you precision.
Reclaim your time.
This isn’t just a backend build.
It’s a Client Journey Architect.
Built for online experts who are ready to scale at their own speed.
