The Client
Success
Formula
Maximise client results, retention and referrals at scale.
A practical workbook and training that helps you identify the gaps in your client experience, prioritise what to fix, and create a smoother path from sale to client success, without being involved in every step.
Includes the workbook + training video.
Instant digital access.
Paying for more leads is not the only way to grow your business.
What happens after the sale is the most overlooked growth strategy there is.
Why? because as your business grows, it's easy for parts of the client experience to create more work for you and make it harder for clients to get the results you know they’re capable of.
You're answering the same questions in DMs because clients can't find what they need.
New clients aren't always sure what to do first or what happens next.
Your program contains plenty of valuable content, but clients aren't consistently implementing it.
You're doing extra work to fill gaps in the experience to keep clients on track.
Clients finish your program, but there's no clear process for inviting them to continue working with you, share their results or refer others.
These gaps don't always show up in your sales figures straight away. But they affect the results clients achieve, how long they stay and whether they recommend your business.
Before you spend more money finding new clients, look at what happens after they say YES.
Introducing:
The Client
Success Formula
A practical workbook and training designed to help you assess the systems behind your client experience.
Rather than guessing what's missing or trying to improve everything at once, you'll work through eight elements that influence how clients experience, engage with and progress through your program.
What you'll walk away with:
→ A clearer picture of your client experience.
Assess your current systems against eight elements of client success, rather than relying on assumptions about what's working.
→ A score out of 40.
Use the scorecard to understand where you can improve your client experience to improve client results, retention and referrals.
→ A prioritised place to start.
Identify which elements need attention first, so you can focus your time on the areas that matter rather than trying to fix everything at once.
→A practical next step.
Use your results to guide improvements to your onboarding, program delivery, client engagement and supporting offers.
Here's What You'll Get:
The Client Success Formula Workbook
A guided, eight-part assessment with checklists, scoring and a final scorecard to help you evaluate your existing client experience.
The accompanying training video
Go beyond the checklist with teaching on the thinking behind client success, plus a walkthrough to help you work through the formula and interpret your results.
Get the Client Success Formula today - $27 AUD
Allow approximately 20 minutes for the workbook.
Have your sales page, onboarding emails and program portal open so you can assess your current experience as it actually operates today.
The Client Success Formula is for coaches, consultants and course creators who already deliver a paid program and want to:
Help more clients create the results they signed up for.
Improve engagement and program completion.
Encourage more renewals and repeat purchases.
Create a more consistent client experience without personally filling every gap.
Build a more intentional process for capturing client results, testimonials and referrals.
It's especially useful if you know your offer delivers value but suspect parts of the experience could be improved for both your clients and your business.
This isn't a done-for-you implementation service. It's a practical starting point for assessing what you have and deciding where to focus next.
Who is this for?
Turn great client experiences into lasting business growth.
Every client who buys your program represents an opportunity to deliver a result, build a lasting relationship and create the kind of experience people want to tell all their friends about.
But that doesn't happen by accident. It takes more than good content and a great offer. It takes a client experience designed to deliver the result you want your clients to achieve.
Start by finding out where yours stands.
Your client experience can grow your business without creating more work.
The Client Success Formula helps you assess eight key elements and identify where to focus.
If you'd like a more detailed review of the journey your clients actually experience from payment and onboarding through delivery, completion and what comes next, the Client Journey Audit is the next step.
For $297, we'll examine your client journey to identify where confusion, friction and missed opportunities may be affecting conversion, client results, retention and referrals.