Client Journey Checklists

Three 20-minute checklists to get your pipeline, process, and profits in order.

No fluff. Just three simple checklists to help you tighten your offer, get more qualified leads, and onboard clients without chaos. Use anytime—start today.

If you run a service business, you’ve asked questions like:

• “What do I need in place before new clients reach out?”
• “How do I stop the back-and-forth and make booking easy?”
• “What should be in my client intake so projects start smoothly?”

These Client Journey Mini-Checklists give you clear, step-by-step answers—in simple language you can act on today. Each checklist takes about 20 minutes and focuses on what actually moves your business forward: structure, systems, and organization.

What you get:

• Foundation & Readiness: What to finalize (offer, pricing, capacity, policies) so you’re ready for new leads.
• Lead Generation: How to point people to one clear next step and turn interest into bookings.
• Intake Essentials: What to collect and say at the start so projects run smoothly and on time.

Use these when you need to:

• Get your services, pricing, and policies clear
• Clean up your booking flow (no more email tag)
• Start projects the right way, without missing steps

How it works"

1. Download the three 1-page checklists.
2. Pick one and spend 20 minutes.
3. Check off what’s done. Circle what’s missing. Add the top three to your calendar.

No jargon. No templates to decode. Just the essentials your systems need so clients can move from inquiry to paid—smoothly.

Download the checklists, complete one today, and tighten your client journey this week.