If you’ve updated your services, changed your pricing, or switched tools this year, it’s time for a systems audit.
In this episode, I’m walking you through how to do a full client experience systems audit, the exact process I use every quarter to make sure every touchpoint, workflow, and automation still aligns with how I want my business to run.
🎥(Watch on YouTube https://youtu.be/XhjJdBlAh_4?si=eVLyV3jTdPnCNPC9)
I’m breaking down the seven key categories to review inside your business:
- Inquiry & Lead Management
- Onboarding Experience
- Project Management & Delivery
- Client Communication & Relationship Management
- Offboarding Experience
- Client Nurture & Retention
- Tech & Tools Audit
You’ll learn how to walk through each one strategically and spot what’s outdated, what’s working, and what needs to be refreshed before the new year. I’ll also share the updates I’ve been making over the past 45 days to strengthen my own systems and elevate the client experience in my business.
This episode is your guide to starting the new year with systems that actually support your goals, so you can spend less time catching up and more time confidently serving dream clients.
Need support on making this happen?
Head over to YourSystemsPro.com to book a sales call, and let’s talk through your unique business needs. Together, we’ll uncover where your systems need support and map out your next best steps to streamline, simplify, and scale with ease.
🎙️ABOUT THE HOST
Hi, I'm Kenniqua Lewter, Client Experience Systems Strategist, HoneyBook Educator, and the host of the Systems Rehab Podcast. I help service providers create client experience systems that save time, strengthen client relationships, and build a business that runs with ease.
➡️WAYS WE CAN WORK TOGETHER
🌿 5-Star Client Experience CRM Build
A done-for-you HoneyBook CRM that organizes your clients, automates processes, and creates a seamless experience. Perfect for service providers ready to streamline operations. LEARN MORE
🌿 Client Experience Accelerator
🌿 Client Experience Systems Tune-Up
Let's keep the conversation going. Send me a DM on Instagram or Threads @kenniqua.lewter
Give HoneyBook A Try!I love HoneyBook! Save time & boost your client experience—get 30% off with my link!
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