As a coach or business owner, signing clients can feel like the biggest hurdle. But keeping them, guiding them with confidence, and turning their success into referrals can be just as challenging. Many of us put all our focus on marketing and sales without giving the same attention to what happens after a client says “yes.”

Deliver with Excellence: Building a Client Journey that Creates Results + Referrals will help you shift from simply delivering sessions to intentionally designing a client experience that builds trust, sparks loyalty, and creates natural referrals. When you lead with clarity and care, your clients do not just get results. They stay longer, return for more, and tell others about the transformation they experienced with you.

This practical guide walks you through creating an intentional first 90 days, designing relational touchpoints, planning for what is next, and inviting referrals in a way that feels natural and aligned with your values. With the Relational Client Journey framework, you will have a clear path to guide clients through every stage, from first discovery to becoming your strongest advocates.

Whether you are just starting out or refining your process, this guide will equip you with the tools, strategies, and confidence to deliver with excellence and grow your business through results and referrals.

Why It’s For You:

Build Loyalty That Lasts: Create a client journey that keeps people engaged and excited to continue.

Simplify Retention: Learn how to design a first 90-day experience that reassures clients and sets the tone for success.

Encourage Referrals Naturally: Discover how to celebrate wins and invite referrals in a way that feels easy and authentic.

Serve, Not Just Transact: Transform your work into relational experiences that leave clients feeling valued, cared for, and confident.

Build.Change.Impact.

Hi, I’m Stacey!

I’m a business coach and consultant who helps small business owners and coaches turn their businesses into valuable, scalable assets. I specialize in strategic planning, process optimization, and leadership development, and I have a knack for simplifying complex ideas into clear, actionable strategies.

I’m passionate about relational sales and love using innovative visual models to enhance the client experience. I’m certified in Business Made Simple, Small Business Flight Plan, and StoryBrand, and I’m a regular contributor in the Coach Builder community.

When I’m not coaching, you’ll find me sipping an iced coffee or planning our family’s dream adventure—a world cruise before our son turns 18.

I’d love to connect and support you as you grow a business that truly works for you.

$38.00

What You'll Get:

Comprehensive Workbook: A step-by-step resource that walks you through how to design and deliver a client journey that creates results, loyalty, and referrals.

First 90 Days Framework: A simple tool to map out the first three months with new clients so you build trust and set the tone for long-term success.

Relational Client Journey Framework: An easy-to-follow model that shows the 8 stages every client goes through and how to guide them with clarity and care.

Touchpoint Ideas & Templates: Practical examples of relational touchpoints you can add to your process to make clients feel supported and celebrated.

Planning for What’s Next Guide: A roadmap to help you invite clients into renewal, expansion, or referrals in a natural and confident way.

Referral Strategy Toolkit: Scripts, prompts, and simple tools that make it easy for clients to share your work and introduce you to others.

  • 1 Files
  • Deliver with Excellence Building a Client Journey that Creates Results + Referrals.pdf
    4.6 MB
  • 13 pages (~2,272 words)