How does your client journey hold up?
Mark each step as automated, manual or missing to see where the handoff needs work.
What happens at each step?
Someone finds your page
They land on your site. Is there a clear next step visible? A form, a button, a way to reach you.
They fill out your form or send a message
They took the action. Do they get an instant reply that confirms you received it.
They book a time with you
Can they self-book online, or do they wait while you propose times manually.
They get reminded before the appointment
A day before, an hour before. Does something nudge them so they actually show up.
If they do not show up
They missed it. Does your system reach out to reschedule, or do they just disappear.
You can see where every inquiry stands
Pipeline, tracker, dashboard. Can you open one screen and know who is at what stage.
After the session, they hear from you again
Thank-you, next steps, review request. Anything that keeps the relationship going after the first appointment.
Let’s work out your next step.
Tell us what feels stuck. We’ll agree the work before building.
Start a project