Personalized Client Experience Audit for Service-Based Businesses
Not a checklist you fill out yourself. Not a generic scorecard that tells you what you already know. This is a custom audit of your client experience and the systems behind it, done for you and delivered to your inbox within an hour.
GENERIC CHECKLISTS AND SCORECARDS TELL YOU WHAT YOU ALREADY KNOW. WHAT YOU NEED IS A CLEAR PICTURE OF HOW YOUR CLIENT EXPERIENCE ACTUALLY RUNS AND WHERE IT'S QUIETLY TRIPPING YOU, AND YOUR CLIENTS, UP.
You Can't Fix What You Haven't Actually Diagnosed.
GET YOUR ENTIRE CLIENT EXPERIENCE EXAMINED.
You're either scrambling in your client experience or it's working. Maybe it has some kinks. Maybe you've had to change a few things over time. Maybe the backend feels like you're constantly trying to patch one more thing.
You've been running this operation around the systems, too.
Generic checklists and automated reviews will tell you what everyone already knows. Use a CRM. Automate your emails. Track your leads.
This is different because it looks at your specific business systems, client journey, and client experience to identify what's actually creating friction and what needs your attention first.
BUILT ON MY FIVE-STAGE FRAMEWORK AND DELIVERED TO YOUR INBOX.
A personalized audit of your client experience
A client experience audit evaluates the journey your clients take through your business to identify friction, gaps, and opportunities for improvement.
But your client experience isn't just what happens on the surface. The workflows, automations, tools, and processes running behind the scenes all affect how easy it is for someone to work with you.
That's why this audit looks at both what your clients experience and the business systems making that experience possible.
I'll personally review how your business runs across five stages of the client journey. I'll identify what's working, what's creating friction, where opportunities are being missed, and what should get your attention first.
This isn't a generic customer experience audit or an automated score. It's a personalized look at your actual business and the systems supporting it.
inside i'll audit
How leads enter and move through your business
How your offers, sales, and payment process work
How new clients are onboarded
How you deliver your services
How you retain clients and generate referrals
It highlighted a few gaps that I already knew about but haven't improved yet and gave me actionable tips for putting systems into place. It also highlighted a gap that I didn't even realize I had and it makes so much sense. I am excited to implement that because it's directly related to increasing my revenue, which is of course awesome. 🙌🥳
k. Soderberg
"The systems diagnosis gave me a lot of insight into what's working in my one-to-one workflow and also ways that I can improve!"
So what's in the audit report?!
I'll identify the biggest gap creating the most friction in your current client experience so you know where your attention can make the biggest difference.
The One Gap Costing You the Most
You won't receive a laundry list of everything you could change. You'll receive three prioritized recommendations so you know exactly where to start.
Three Prioritized Action Items
A closer look at each stage of your client experience so you can see where things are flowing smoothly and where your clients may be hitting friction.
Your Client Journey, Broken Down
A high-level overview of how your business and client experience are working right now, including what's supporting the experience and where things may be creating unnecessary friction.
Your Client Experience Snapshot
A clear recommendation on what kind of support makes sense for your situation, whether that's something you can tackle yourself, a focused systems fix, or more comprehensive support.
What Kind of Support Actually Makes Sense Next
After your audit, you'll know:
Exactly where your client experience is breaking down.
The biggest roadblock making things harder or less efficient than they need to be.
The systems, workflows, or processes contributing to the friction.
Your top three priorities, so you know what deserves your attention first.
And what kind of support, if any, makes sense next.
This is for You If...
- You've worked so hard to create something great, but your client experience isn't keeping up with where your business is now.
- You know something in your systems or workflows isn't working, but you're not sure what the actual problem is.
- You spend too much time manually following up, answering questions, or moving clients through your process.
- Your onboarding or service delivery feels harder than it should.
- You're considering another tool, automation, or system but aren't sure whether that's actually what you need.
- You want someone to look at your business with fresh eyes and tell you what deserves your attention first.
- You want clear direction without receiving a giant list of 47 things to fix.
You don't necessarily need more software.
You need to know what's actually causing the problem first.
Sign up for your personalized Client Experience Audit and complete the information about your business.
From Payment to Audit in Under an Hour
How it works
From there, I'll personally review your client journey and the systems, workflows, communication, and processes supporting it.
You'll receive your personalized audit directly in your inbox, including the gaps I've identified, your three prioritized action items, and recommendations for what makes sense next.
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What Is a Client Experience Audit?
A client experience audit is a review of the journey someone takes through your business, from their first interaction through sales, onboarding, service delivery, communication, and follow-up.
The goal is to identify places where clients encounter unnecessary friction and determine whether the systems and processes behind the experience are contributing to the problem.
For service-based businesses, that can mean reviewing lead intake, booking, payment, onboarding, communication, workflows, automation, service delivery, retention, and referrals.
A broader business systems audit evaluates how the processes, technology, workflows, and operations within a business function. This Client Experience Audit applies that systems thinking specifically to the experience your clients have while working with you.
Want to dig deeper into the systems side?
With your capacity freed up to spend it on your business, doom-scrolling on your phone without stress, or spending more time with your kid.
That’s the point of systems — you don’t have to stress over choosing.
- Leads move from inquiry to signed proposal to deposit paid
- Clients and members are kept in the know, with email workflows and automations running in the background
- Team members know exactly what to do, even when you don’t
With the clear, consistent automations and processes in place, your:
Running a business isn’t as glamorous as they made it out to be.
Especially because you’ve got to run your business and serve your clients — even on the days you don’t want.
When life hits you with one problem after another and your mind’s constantly going, “Shit, I better remember to do that.”
That’s why I build systems that allow your client experience to remain A+, even when you’d rather rot on the couch.
I do the hard work behind the scenes to get you paid while keeping sane.
I do the hard work behind the scenes to get you paid while keeping sane.
Hey, I'm Ashley —
I build systems that’ve helped my clients reach six and seven-figures. And that hasn’t come from me helping them work more.
What Happens After Your Client Experience Audit?
Your audit gives you a clear starting point. What happens next depends on what we find.
Some recommendations may be things you can tackle yourself. Others may uncover a workflow, automation, or system that needs more hands-on support.
If you need help implementing the recommendations, Solution Integrators offers support based on how much needs to change.
For a focused systems fix:
The goal is to understand what actually needs fixing before you invest time or money fixing it.
Frequently Asked Questions About Client Experience Audits
A Dubsado public proposal for services is a reusable proposal that can be shared through a public link rather than created and sent individually to one specific client.
This makes it useful for service-based businesses with repeatable offers, packages, retainers, or memberships because potential clients can explore what you offer and take the next step without you creating a new proposal every time.
A Dubsado public proposal for services is a reusable proposal that can be shared through a public link rather than created and sent individually to one specific client.
Your personalized audit looks at five key stages of the client journey: lead intake, sales and payment, onboarding, service delivery, and retention and referrals. You'll receive a personalized report identifying what's working, where problems exist, and your top priorities for improvement.
A business systems audit looks broadly at the processes, technology, workflows, and operations within a business. A client experience audit focuses specifically on how those systems and processes affect the journey your clients experience while working with you.
This audit brings the two together by evaluating your client experience and the systems behind it.
This audit is designed for service-based business owners who know something in their client experience, workflows, or systems isn't working as smoothly as it should but aren't sure where the actual problem is.
Your personalized audit is delivered to your inbox within an hour.
No. This isn't a generic scorecard or automated checklist. Your business and client experience are personally reviewed so the recommendations are based on how your business actually operates.
You'll receive prioritized recommendations showing what deserves your attention first. You can implement those recommendations yourself or, if additional support would help, explore Solution Integrators' systems services.
Ready to Diagnose What's Really Going On?
You don't need to rebuild your entire business because something feels off.
You need to know where the problem actually is.
Your personalized Client Experience Audit gives you a fresh look at the journey your clients are taking, the systems supporting it, and the friction that's making things harder than they need to be.
Find the problem. Prioritize what matters. Fix the right things first.
