Take Your Client Experience To The Next Level 

The tools & templates you need to design an experience that will leave your clients talking (all good things!) - while giving you the confidence to kick imposter syndrome to the curb and become the go -to expert in your niche.


You're feel like you're leaving money on the table, because you don't have an automated system to follow up with leads or potential client inquiries

Onboarding a client takes up so much of your time & mental space, and at the end of the process you still wake up at 3am, wondering if you forgot to ask for their mailing address or request access to their Google Drive? 

 Your days are spent fielding a million emails from clients asking what their next steps are, when their contract is up, or when they can expect their project to be complete? 

 You have a high turnover rate - your clients don't seem to stick around for a long time and you're starting to wonder if it's because you're not delivering a high end client experience?

I created the Ultimate Client Experience Template Bundle because I wanted to make it easy for you to a create a client management system in your business without having to spend a week watching YouTube videos, or downloading free checklists from Pinterest. It's all here for you and you can literally start using the templates in this bundle as soon as you purchase


Wow your clients (and potential clients) with a simple discovery call system, and a gorgeous onboarding packet - one that contains all the information they'll need, without having to send a million emails back and forth!

Use the feedback and testimonials of your happy clients as social proof. You'll learn what questions to ask and how to ask them!

Leave your clients feeling supported and held (and ready to refer you to all their friends!) with a comprehensive offboarding system that ties up all loose ends and makes sure everyone involved clearly understands next steps.

Free up SO MUCH extra headspace (to create, market, or spend time on revenue generating activities!) not having to worry about which parts of your client experience have fallen through the cracks.

Become the go to expert in your field and the QUEEN of referrals

Contact information

Billing address

Payment information

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

I want this too!

ONE-TIME OFFER, ONLY $17: Click Up Client Management Template
ONE TIME OFFER, ONLY $7:  Client Management Click Up Template - Organize your leads, clients, past clients & testimonials with this beautiful Click Up Space template - plus a walk through video showing you EXACTLY how to use it!


The 4 Steps To Creating The Ultimate Client Experience Training with closed captions
30+ Professionally Written Email Swipe Files so that you never have to wonder what to say to clients (even in difficult situations!)
Welcome Guide Canva Template
Offboarding Guide Canva Template
Services & Pricing Canva Template
Discovery Call Checklist
SOP's for Discovery Call, Onboarding & Offboarding 
Google Form Templates
Guide to testimonial requests
25+ social media Canva templates for sharing testimonials


  • Voxer Walkthrough - have you been hearing about this messaging app and wondering how you can use it in your business?
  • Voxer Coaching Workbook - for coaches & service providers who are wondering how to incorporate this app into their business
  • Slack Walkthrough - Slack can be a great communication tool if you want to start a membership that doesn't require social media access. This guide will walk you through the Slack basics!

  • Total payment
  • 1xThe Ultimate Client Experience Bundle$77

All prices in USD

Hi, I'm Kristen!

I'm on a mission to empower other female CEO’s to build businesses they love with the help of simple systems, easy automations, and digital products. I believe in community over competition, so if you're ready to take your business to the next level, and you're looking for a BFF to walk beside you, cheering you on when you win big and and gently pushing you in the right direction when you're a little lost, then you're in the right place!