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Client Experience Audit
Ready to create a client experience that wows—while saving you time?
The Client Experience Audit is your personalized roadmap to streamlining and elevating your customer journey inside your CRM.
I’ll review your CRM and key touchpoints to uncover gaps and opportunities, helping you design systems that work better for both you and your clients.
$450 USD
Buy Now
Click below to jumpstart your systems refresh and grab your audit today!
HOW IT WORKS
Book Your Audit and Complete Your Intake Form
Click the button, grab your spot, and let’s get this party started! I’ll send over a quick questionnaire so you can share access to your CRM and outline your current client journey.
Your Systems Review Begins to Find the Magic and the Mess
I’ll take a deep dive into your CRM workflows, automations, and key touchpoints to identify what’s working—and what’s not.
Receive Your Personalized Audit Report
You’ll get a detailed breakdown of what I found, along with specific recommendations to streamline, elevate, and optimize your client experience.
Implement with Confidence
Use your report to improve your systems or book additional support for implementation—because you deserve a client experience that runs like magic ✨.
You’ll receive a detailed audit report that includes:
✅ A CRM evaluation based on my comprehensive 85-point rubric.
✅ A video walkthrough of your main customer journey, highlighting what’s working and where to improve.
✅ A summary video breaking down my key findings and insights.
✅ A prioritized action list with clear steps to enhance your client experience—for both you and your clients.
✅ 35% discount on any recommended templates from the Systems Shop.
✅ Apply your audit fee towards a done for you VIP Day within 30 days.
Frequently Asked Questions
Don't see your question? Ask below!
01
Do I need to have Dubsado?
This offer is best suited for those that currently use Dubsado, Honeybook, or 17hats. While I can audit the client experience in other CRMs, my recommendations for automation + optimization would be limited.
02
What if I don't have a CRM?
Honestly, I have toolkits inside the DIY Systems Shop that will help you create a client experience from scratch inside a CRM. This client experience audit is best suited for those that are already managing their clients inside a CRM.
03
Will you be looking at every single email + form?
If you've got years of email templates and forms that aren't currently being used, that wouldn't be an efficient use of my time or yours. I will be focusing on overall impressions for your current assets using an 85-point audit rubric, but I will be taking a closer look at any assets currently used in your main offer customer journey.
04
Will you be fixing things inside my CRM?
In short, no. This is an audit that will come with a list of my recommendations. If you would like to hire me to implement the recommendations, you will have the opportunity to discuss this once the report has been delivered.
05
When will my audit be complete?
I will deliver your audit within 14 days of the completion of your intake form. This form will give me access to your account + insight on where to focus my time to give you the highest return on investment for your business. Expect the intake form to arrive in your inbox within 72 hours of purchase!
06
What if I am thinking of hiring you or switching CRMs?
If you are considering making a CRM change, I would not recommend a client experience audit at this time. The available features vary between CRMs, so any advice I gave specific to workflow actions + triggers might not apply inside your new CRM. Instead, book a sales call so we can discuss your CRM options to find the best fit for your business.
REVIEWS
loved and trusted
by creatives like you
"This made me fall in love with Airtable! I've only used it in very basic ways - I LOVEEEE how everything is linked and you designed this so well and have truly thought of EVERYTHING. Best 9$ I've spent in a long time."
Kara Duncan
Blog Writer & SEO Strategist
"Your workflows plus form templates allowed me to spin the whole thing up in under 2 hours. The icing on the cake was when a recent inquiry said the whole process from inquiry to booking felt polished and reassuring, as a fellow small biz owner she really appreciated that. So your templates quite literally paid for themselves 💕"
Olivia L
Google Ads Strategist
"Very easy to customize! It included things that I didn't even know Dubsado could do! "
Fran Dickenson
Portrait Photographer
"It was seriously so great working with Colie. She took the time to help me strategize for my unique business and brought great energy to optimizing Dubsado. I have always found Dubsado to be hard to figure out but she just knows what she is doing and can problem-solve like a magician!"
Hanna Hill
Website Designer
