CLIENT EXPERIENCE STARTER KIT​

$1500/One-Time

​

For:

​

Entrepreneurs or coaches needing a customized plan to enhance their client's experience

​

Why:

​

We build this kit in tandem resulting in a finished product you can:

 

-plug into CRM

-Manually Implement yourself

-Plug into client experience package (offered by tandem)

​

Client Experience Starter Kit Includes the Creation or clean-up of: 

​

-Clean, Clear Description of Services

​

-On-line Scheduler 

​

-On-line Payment Processor 

​

-Client Questionnaires

 

-Client Intake Form(s) 

​

-Email Templates

 

-On-Boarding Forms and Templates

​

-Off-Boarding Forms and Templates

​

-1:1 Walk-through of your new systems 

​

 

And more  

Client Experience Package

Starting at $597/Month

 

For:

​

Entrepreneurs or coaches needing to maintain their premium client experience 

​

Why:

​

For maximized retention. hand over the daily tasks of everything customer service to an expert. Leading to:

 

-Increased revenue

-referrals

-happy clientele

Client Experience Packages Include:  

​

-Appointment Reminders

​

-Distribution of Client Materials

 

-Invoicing 

 

-30,60,90 Day Personalized Client Check-Ins

​

-Creation & Distribution of three (3) Customized Client Appreciation Touch Points

​

--Weekly 30 min. Zoom Sync

 

And more