For the digital marketing consultants and agency owners who wants to provide above-and-beyond client journey


Did you know it's 5X more expensive for a business to acquire a new client as it is to maintain an existing client relationship?

WOW your next client and let's have them raving, renewing, and referring your services without you asking!

The WOW Your Clients Playbook is a front-to-end system that includes everything you need to create the best-in-class experience your clients deserve. 

Get Instant Access to Wow Your Clients Playbook for only $37!

Many service-based consultants out there have a big picture of their client journey, and the results they help their clients achieve -- but there's a huge problem.

They're operating with a disconnected experience roadmap.

IT LEAVES THEM STRUGGLING TO... 

  • Manage their client expectations proactively and responsively
  • Know when to check in with clients (or they don't have the time to!)
  • Keep client's confidence in their valuable expertise
  • Fill the gaps that's occurring at specific points in their process
  • Manage momentum to effortlessly serve their clients from start to finish.


There's a direct relationship between client experience and churn rates.


It's the single greatest reason clients decide to walk out the door.
And it's a costly mistake. 

It’s actually 5X as expensive for a business to acquire a new client as it is to maintain an existing client relationship.

Clients Don't Just Want A Service.

What They Really Want is an Experience They Will Always Remember.

And as business owners, we want to make that happen.

After all, no business person ever started their entrepreneurial journey thinking

I want to give my clients the most run-of-the-mill experience they’ve ever had!” 

But putting together a seamless, coherent customer experience that leaves every client wild with excitement is no easy task.

There are so many components that need to be coordinated that completes the loop.


So… You Want to WOW Your Clients.

But You Don’t Know HOW.


Or Maybe You Just Don’t Have The TIME.

Your blood pressure immediately starts to rise when you hear the words “another project”.

Your calendar is already congested and more keeps getting added to it.

You have multiple deadlines you need to meet with a backlog in the queue.

And then there are the personal obligations you can’t push off. (Not that you haven’t tried.)

It feels like the only day you’ll ever be free is the twelfth of never. 

And worst of all, some of your clients take up so much of your time doing damage control you’re left with less time to complete the work.

And You Can’t Afford to Spend 
THOUSANDS OF DOLLARS 
for a Solution Right Now

Listen, I get how tough it is.

You understand the value of hiring a client success or account manager.

But it just isn’t feasible for you at this time.

You’re a small business owner. Or perhaps even a solopreneur.

And your budget isn’t as flexible as you’d like it to be.

You’re confident that in the future you’ll be able to invest more, but until then, you need a simple, actionable plan you can implement to produce the results you need to reach that next phase of growth.

So I'm going to show you the structure to creating an experience that isn't only exceptional, but also efficient.

Introducing...

WOW Your Clients Playbook is a system full of SOPs, templates, checklists, and resources to help you create the best-in-class experience your clients deserve. 

Getting higher retention, renewal and referrals is the now.

Theresa, love your content! Bought the Wow Your Clients and the SOP package. The first Email I sent based on your package caused the client to call me, tell me he is amazed and he even sent his boss screenshots of my Email. Thanks 🙏

BENJAMIN

IT, FOUNDER

YOU'LL LEARN HOW TO ...

1

ONBOARD CLIENTS
LIKE A BOSS

Onboarding is an integrated approach that creates a consistent client experience, which is very important in overall client satisfaction. Ideally, a client feels that the product or service is custom-tailored to meet their needs.

2

DELIVER & EXCEED
WOW THEM

Client fulfillment is what your clients will walk away remembering. The client relationship can start off strong, but where the struggle happens is maintaining effective communication and keeping the feedback loop open. Keep their expectations and exceed their experience!

3

OFFBOARD & RENEW
WITH EASE

Close the loop in your client experience and sends your clients off with a memorable experience that will leave them wanting to rave about you, or consider you again in the future when an opportunity arises to work with you again. 

WHAT'S INSIDE WOW YOUR CLIENTS ... 

THE PLAYBOOK

(VALUE $297)

Step-by-step manual to walk you through creating your ideal client experience to exceed and WOW your clients beyond their expectations.


WORKFLOWS & SOPs

(VALUE $297)

A complete to-do list to ensure your clients leave feeling well-cared for and with everything they need to maximize their results moving forward.

Client Care Scripts

(VALUE $97)

Ready-to-go email scripts - crafted using customer service best practices — that  you can start using immediately to thoughtfully communicate with clients. 

CLIENT EXPERIENCE MAP

(VALUE $97)

A complete breakdown of your client journey, organized step-by-step, so you can identify all touch points and create a seamless loop that keeps your clients engaged, informed, and continuously moving toward their greater goals.

PLANNING TEMPLATES

(VALUE $97)

In order to exceed your client’s expectations, you need to clearly define project objectives, milestones, and team member responsibilities ahead of time. With planning templates, capturing project details is easy and hassle-free.

SCORECARDS
(VALUE $47)

Keep improving by measuring and managing your experience health with scorecards to know where to focus your strategies, process, and touch points to consistently deliver the 5-star experience.


A Better Client Experience Doesn’t Just Benefit Your Clients.

It Benefits Your ENTIRE BUSINESS.

With The “Wow Your Clients” Playbook, You’ll Be Able To:

  • Reduce your client churn rate and extend the life cycle of every new client you acquire
  • Consistently communicate with clients in a way that makes them feel prioritized and deeply valued
  • Increase contract renewal rates so you can generate reliable, long-term revenue streams
  • Step away from the day-to-day management of your client success strategy and step into the leadership role you’re meant to fulfill
  • Stop worrying about capturing enough new clients to pay the bills and start maximizing the value of existing clients by cross-selling, upselling, and acquiring more referrals

Theresa you are a rockstar! Thank you so, so much for spending your time with me on this. I feel a lot less overwhelmed than this time last week! You laid things out for me so simply and have a knack for making systems seem fun!

Ingrid

Business Coach

Grab the ultimate

Wow Your Clients Playbook

  • Step-by-step client experience playbook (valued at $297)
  • Onboarding & Offboarding SOPs (valued at $197)
  • Client Care scripts (valued at $97)
  • Project planning templates & checklists (valued at $97)
  • Client Experience Scorecard (valued at $47)
  • Experience Mapping & Flow charts (valued at $97)




PLUS

There's still these incredible BONUSES!

BONUS #1:

WELCOME & GOODBYE PACKETS

(Value $97)


Get your welcome packets and goodbye packets out with efficiency with these Google Slides and Canva templates.


Simply plug in your information into these professional documents and send them to your clients.

BONUS #2

COMMUNICATION PLAN TEMPLATE

(Value $97)


Many clients drop off services due to lack of services. That's why with this Communication Plan Template (in Google Slides format), you'll be able to present to them the best way to streamline communication in your collaboration and partnership together.

BONUS #3

100 CLIENT APPRECIATION IDEAS

(Value $37)


As time passes, your clients may not remember what you did for them, but they'll remember how you made them feel. Get my list of 100 client appreciation ideas to help you create the most memorable feeling and experience for your clients.

BONUS #3

SYSTEMS TECH & TOOL LIST

BONUS 2 (Value $77)


Get my extensive list of 200+ Systems apps that I’ve tried, tested, and tracked for you so you don’t have to spend the time to determine which systems will work best for your business.

BONUS #5

WOW YOUR CLIENTS TRELLO BOARD

(Value $77)


Get the Trello Board to help you finalize and refine your client experience. If you leverage Trello, you'll be able to also manage your client onboarding/offboarding journey. 

When your Client Experience is impressive, the impact is extensive

You'll have a community of loyal clients. And loyal clients are:

  • 5X as likely to repurchase your services
  • 5X as likely to forgive a customer service mistake
  • 4X as likely to refer your business to their personal networks
  • 7X as likely to try a new service offering or product

When you WOW Your Clients They'll WANT to Stay

Imagine Starting Each Day Knowing…
  • Your Client Experience is Completely Streamlined

    No need to write project update emails. No need to come up with creative ideas to keep clients engaged. No need to worry about maintaining quick response times.

    Just a superior customer experience you can “set and forget”— knowing your SYSTEMS, PROCESSES, and STRATEGIES have got it under control.

  • Your Services Are Practically Selling Themselves

    Your existing clients are sending referrals on a regular basis. They’re investing in additional services. And they completely trust you to recommend supplemental strategies that will benefit their businesses. 

    You’re no longer concerned about marketing to cold leads. You’re generating growth and revenue by tapping into the client base you already have.

  • You’re Outshining Your Competition
    The expansion of your client base and the increased customer loyalty you’ve gained have pushed you to the forefront of your industry. 

    Your list of positive testimonials is growing longer by the day. You’ve attracted clients from your competitor’s customer base. And you’re no longer concerned about maintaining a competitive advantage, because you know your client portfolio speaks for itself.

Hi there, I'm Theresa!

I'm a Corporate leader turned Operations Coachsultant™ for service-based business owners who want to organize their overwhelm, optimize their operations, and build a business that allows them to focus on what matters: their family and purpose. 


After working in corporate Canada for 15+ years, I spent the last 4 years growing my business alongside 100+ CEOs, I have seen the setbacks reiterating its cycle continuously -- it's frustrating. 


Over time, I've refined my methods to help simplify businesses, keep them efficient and organized so CEOs can step away from directing and running their businesses and to step into leading their business with confidence and vision. 


It's time to decide how you want to show up for your life and business without sacrificing your sanity. What you decide can be possible.

Why should you trust me?

  • I don’t just only consult on it; I walk the talk too. I use this exact system for my own business and my clients to create the most ideal client experience that builds relationships, retention and referrals.
  • I’ve been in the backside of many multi 6-figure businesses as their Director of Operations where I’ve helped clients go from $500 in the bank to over $115K/month in less than 11 months using these strategies.
  • I’m best known for business systems, and a tech geek. I’m ALSO a Director of Operations, Systems Strategist, Operations Coach, I’ve been an Operations Coachsultant™ since 2007.

  • I’ve personally coached entrepreneurs from all over the world how to do this successfully. I’ve helped clients gain the confidence and step into their CEO role to own their business.
  • I’m a freedom-driven mom to two little active kiddos and a wife to a mechanical engineer. I have a thriving business that became an accidental agency that supports my core values, vision and why and allows me focus on what matters most; my family.
  • I am not a unicorn. BUT I am the best strategic partner to help you streamline your systems, optimize your operations and help you focus on the things that matter.

Theresa helped to take my business from beginner to expert! She coached me through some tough situations related to HR, cashflow, and more and I hold those lessons close to me still today.

KIM

CEO, Small Town Girl Promotions

Here's what Current Playbook Owners Are Saying:

I reached out to Theresa for support at a critical time in my business and worked with her. The processes were fantastic! She doesn’t miss a thing.

Kristen

CEO / DOO

Kristen Scott Media

Truly, this is one of the smartest, most impactful investments we've ever made in 8 years in business. We can’t believe we waited this long to make these changes!

Jessi & Marie

Co-CEOs

Northstar Messaging

Thanks to Theresa, I was able to get a handle on my processes. The guidance provided was so great and I was definitely held accountable to succeed!

Beverley Theresa

CEO

Throwdown Social Media

The Wow Your Clients Playbook is for:

  • Digital Marketing Consultants
  • Virtual Assistants
  • Online Business Managers
  • Business & Life Coaches
  • Copywriters
  • Graphic Designers

OR ANY SERVICE-BASED BUSINESS OWNER WANTING TO DELIVER A FIVE-STAR EXPERIENCE TO EVERY CLIENT

YOU'RE READY FOR THIS IF YOU ARE...

  • Passionate about your clients' experience with your brand and ready to make the process seamless.
  • Excited to keep your clients coming back for more support and projects.
  • Progressing to WOW them above and beyond that they can’t stop raving about you.
  • Ready to feel confident and focused in your expert zone without being constantly tied down with customer service.

THIS IS NOT FOR YOU IF YOU... 

  • Want to get more clients without caring for their success with your service.
  • Are not concerned about retention, renewals and referrals.
  • Are not an action-taker.
  • Are not ready for systems and making things easier for both you and your clients.
  • Don't think your client's experience and trust is important.

Your Satisfaction matters.

I get it. I’m a small business owner just like you. I understand the risk you feel when deciding to invest in a digital product. You work hard for your money and don't want it wasted on something that you could have googled or found in a blog post.

I put a lot of thought into the products I create and I know anyone who buys them and implements the strategy will be thrilled with their purchase.

That’s why I’m offering a 30-day money-back guarantee. While I can’t guarantee that your client experience will increase your retention, renewals and referrals, I can guarantee your satisfaction with the quality of the templates and resources and the time, energy and stress it will save you.

Of course, If you’re not happy with the product, I will refund your money within 30 days of your purchase.

Grab the ultimate Wow Your Clients Playbook

  • Step-by-step client experience playbook (valued at $297)
  • Onboarding & Offboarding SOPs (valued at $197)
  • Client Care scripts (valued at $97)
  • Project planning templates & checklists (valued at $97)
  • Client Experience Scorecard (valued at $47)
  • Experience Mapping & Flow charts (valued at $97)
  • BONUS 1: Welcome & Goodbye Packets (Google Slides & CANVA) (valued at $97)
  • BONUS 2: Communication Plan Template (Google Slides) (valued at $97)
  • BONUS 3: 100 Appreciation ideas to WOW Your Clients (valued at $37)
  • BONUS 4: Tried, tested & tracked Systems Tech Tool List (valued at $77)
  • BONUS 5: The WOW Your Clients Trello Board (valued at $77)

Total Value = $1,217

PRICE = $197

GET ALL OF THIS FOR ONLY $37

I had hired part-time staff for a few months without making sure there were systems in place to handle on-boarding, training and quality control of the work. Theresa helped me think through the best ways to manage my staff as well as got me on the road to setting up systems starting with documenting everything I did as a bookkeeper to provide the best experience possible to my clients.

SHAUNE

CEO, Bookkeeper

Frequently Asked Questions

  • What's exactly inside WOW Your Clients Playbook?
    You're going to get instant access to to 31-page playbook that walks you through the exact phases you need to complete your client experience journey. This is an editable google doc, so you'll need to have a Google account.

    You'll also get an extra bonus package comes with templates that you can send to your clients to effectively communicate and manage their expectations and experience.
  • What kind of services does WOW Your Clients Playbook work for?
    WOW Your Clients Playbook is a workflow process that can work for any service-based business -- whether it's consulting, coaching, freelancing, virtual assistance or online business management. As long as there is a service component to your business, this playbook will be highly effective!
  • What kind of systems will I need for this playbook?
    It is highly encourage that you have a client management system that you can plug these templates into, such as Dubsado, 17hats, Hubspot, or a CRM -- however it's not required. You can still manage this workflow seamlessly in your current systems.
  • Is the content available immediately? 
    YES! All of the content is inside a members area, and ready to go! You'll receive instant access as soon as you complete your purchase. 
  • What if I don't have time to implement this?  
    You will always have access to this, and it's yours for when you are ready, or if you move systems in the future. If you are wanting to improve your client experience, then I encourage you to block off 4 hours to go through setting up your workflow and processes so you can then focus on delivering quality service and experience to your clients.
  • What if I can't do this on my own?
    If you are completely booked out, and simply do not have the time or energy to refine your workflow experience, you can schedule a free consult call with me where we find your quick wins and discuss about how we can make these systemized changes for you.
  • What if I decide this isn't for me?
    I stand by my 100% money-back guarantee within 30 days of purchase -- so have no fear! HOWEVER, I am committed to bringing the best quality products to market that I can - so please reach out if you need help so we can make this work to YOUR NEEDS.

HAVE A QUESTION?

Click "Have a question?" box in the bottom right hand corner and I'll get be on the other side to help as soon as I can! 

Make Your Client Experience More Than Just “OKAY”.
Make it UNFORGETTABLE.
IT'S WORTH THE ELEVATED EXPERIENCE...

Grab the ultimate Wow Your Clients Playbook

  • Step-by-step client experience playbook (valued at $297)
  • Onboarding & Offboarding SOPs (valued at $197)
  • Client Care scripts (valued at $97)
  • Project planning templates & checklists (valued at $97)
  • Client Experience Scorecard (valued at $47)
  • Experience Mapping & Flow charts (valued at $97)
  • BONUS 1: Welcome & Goodbye Packets (Google Slides & CANVA) (valued at $97)
  • BONUS 2: Communication Plan Template (Google Slides) (valued at $97)
  • BONUS 3: 100 Appreciation ideas to WOW Your Clients (valued at $37)
  • BONUS 4: Tried, tested & tracked Systems Tech Tool List (valued at $77)
  • BONUS 5: The WOW Your Clients Trello Board (valued at $77)

Total Value = $1,197

PRICE = $197

GET ALL OF THIS FOR ONLY $37

Loop Link - Business Operations Management Consulting

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