The Client Journey Map
1. Discovery (Free, 30 min) - Understand their situation - Identify gaps - Assess fit - Present options
2. Proposal (Within 24 hours) - Recap their challenges - Present your solution - Include success stories - Clear next steps
3. Onboarding (Immediate) - Welcome packet - Scheduling link - Pre-work assignments - Excitement building
4. Delivery (Exceed Expectations) - Over-communicate - Document everything - Celebrate wins - Adjust as needed
5. Results & Referrals - Case study creation - Testimonial request - Referral conversation - Upsell opportunity
Session Structure for Success
The GROW Model: - Goal: What do you want to achieve? - Reality: Where are you now? - Options: What could you do? - Way Forward: What will you do?
The Session Flow: - Check-in (5 min) - Review homework (10 min) - Core content (30 min) - Action planning (10 min) - Commitment (5 min)