Customer Journey

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Customer Journey

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<aside> <img src="/icons/checkmark_gray.svg" alt="/icons/checkmark_gray.svg" width="40px" /> Understand the client process. Mapping out the client journey can help you understand your clients and identify opportunities to improve their overall experience. Also to determine which marketing materials and documents to prepare for each stage of the journey.

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Step #1 ……………………………..

Step #2 >>>>>>>>>>>>

Step #3 >>>>>>>>>>>>

<aside> <img src="/icons/user_gray.svg" alt="/icons/user_gray.svg" width="40px" /> Awareness The potential client becomes aware of the coach through social media or online search.

[ ] Social media
[ ] Website
[ ] Lead Magnet </aside>

<aside> <img src="/icons/arrow-right-basic_gray.svg" alt="/icons/arrow-right-basic_gray.svg" width="40px" /> Research The potential client conducts research to identify coaches who may be a good fit for their needs and goals.

[ ] Client Testimonials
[ ]
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<aside> <img src="/icons/arrow-right-basic_gray.svg" alt="/icons/arrow-right-basic_gray.svg" width="40px" /> Contact After identifying a coach who may be a good fit, the potential client contacts the coach to inquire about their services.

[ ] Setup email and no
[ ] Pricing guides </aside>

Step #4 >>>>>>>>>>>>

Step #5 >>>>>>>>>>>>

Step #6 >>>>>>>>>>>>

<aside> <img src="/icons/arrow-right-basic_gray.svg" alt="/icons/arrow-right-basic_gray.svg" width="40px" /> Discovery call During the call, the coach may ask the potential client some preliminary questions to understand their challenges and explore how coaching can help them.

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<aside> <img src="/icons/arrow-right-basic_gray.svg" alt="/icons/arrow-right-basic_gray.svg" width="40px" /> Contract and Payments The potential client decides to move forward with coaching, the coach will send coaching agreement and invoice

[ ] Invoice
[ ] Contract </aside>