Finally, bring ease, polish, and care to your client experience—for just $8.

This plug-and-play Client Experience Starter Kit is designed for coaches, retreat hosts, and service providers who have perfected their craft —but pieced together their backend along the way. Let’s change that, without the overwhelm.

The answer to your problems...

You’ve likely been: 
  • Focusing on delivering amazing results for your clients 
  • Patching together folders, emails, and workflows
  • Wishing your onboarding felt more professional (and less scattered) 


This $8 kit gives you the exact foundational setup I’ve built for private clients behind the scenes—now available for the first time ever.

Who It's For:

This kit is for beginner to mid-stage coaches, creatives, and service providers who:


  •  Want clients to feel supported from day one
  • Are ready to ditch the duct-taped systems
  • Prioritize efficiency in their business backend 

Why It Works:

These are the real systems I’ve built for private clients who needed polish and ease behind the scenes. Now, you can use the same tools to:

  •   Get organized without reinventing the wheel 
  • Create a flow you’re proud to walk clients through 
  •  Actually stick to a system because it’s simple, clear, and feels good

What's Inside?

Easily auto-fill this ClickUp template to your account with the following features in less than 5 minutes.

 A Welcome Flow Builder to guide clients with clarity + warmth

 Strategic Client Folder Guide with tips for efficiency

 Onboarding Builder with a customizable client status tracker

 Off-Boarding Workflow Guide + how to make the most of this step

 Welcome page with video walkthrough so you know 

  exactly how to use your starter kit

Total Value: $197+

Your Total: $8

  • 01Customer
  • 02Payment

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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!

  • Total payment
  • Client Experience Starter Kit$8

All prices in USD

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