Self Audit

Client Lifecycle Checklist

Most people don’t realize how much time they’re wasting until they see it on paper.

This simple checklist helps you spot where your business is leaking time, money, and energy and shows you exactly where automation can give you breathing room, bring in more clients, and help you grow with ease and joy.

Let Me Tell You WHY I'm Making This Offer, and WHY I Want You to Have This Checklist.

Over the past 10+ years, I’ve had the joy of helping coaches and small business owners create systems that support their growth without burning them out.

One thing I’ve learned? Most of the stress and chaos in a business comes from doing too much manually for too long.

There’s a better way.

That’s why I created this Client Lifecycle Checklist. It’s a quick self-audit that helps you spot exactly where your time is leaking, where leads are slipping through the cracks, and where automation could give you the clarity and freedom you’ve been craving.

I’ve seen too many brilliant entrepreneurs struggle with patchwork systems and bad advice. You deserve better and this guide is a powerful first step.

From a business standpoint, it just might be the most eye-opening checklist you’ll ever download.

Hear From Our Clients

What other clients have to say about our service...

Clarence Hilliard, Jr.

Clarence Hilliard, Jr. and conSoul-Jah

She had us do an impromptu video covering an old song. We did that and received over 30k views on YouTube [the most of any of my videos] and on social media.

Calandra Gantt

Blue Mile Music

I learned how to truly connect with my audience and be more personable with them. That's the bridge I finally learned how to cross! I'm such a business oriented person and I get very detailed, but learning how to be more personable and treat my audience like friends was the key for me. Thank you for teaching me this valuable skill!

Sylvia Vines

Sylvia Vines Music

I followed your advice and I employed a tip jar and set up a cash app and Zelle account prior to my last virtual event which was a Valentine’s Day listening party, and actually raised almost $200 - Quite a feat for someone who has never been comfortable asking for money!

Noah Griffiths

Salesman and Team Leader

Noah came to us needing his own brand and a systematized hiring process for new intern candidates. We created a unique landing page and follow-up sequence that routes candidates through interviews with multiple managers, handles follow-ups, and schedules appointments using AI and automation. Candidates who aren't hired stay in the system for future opportunities. This system helps his team stay aligned and access candidate information easily through an automated visual pipeline, saving his team hours every week.

Venetta Kalu

Path of Life Healing Center

Dr. Kalu, a naturopathic doctor, wanted to streamline the onboarding for her healing retreats to serve more clients. Her previous manual process involved extensive document and email exchanges. Now, her automated system receives applications electronically, allows for click-to-approve/deny from email, and automatically sends contracts and invoices upon approval. Once payment is received, clients are automatically added to the retreat list. This automation saves her time and effort, allowing her to focus on the retreat experience.

Celeste Curry

The Locksmith, Licensed Professional Counselor

Celeste is transforming her therapy practice from one-on-one to a group setting to serve more clients. She needed a membership portal for client interaction, peer support, and access to pre-recorded courses. We set her up on our platform which includes a community, event calendar with automated reminders, and a 3-tier pricing system with automated content access. Celeste now serves multiple clients simultaneously while having time for her family. Her upgraded systems have generated a 300% increase in revenue.