Get a step-by-step plan to bridge the gaps in your client experience and business operations

Every project begins here.

You know your business inside out, but does your platform reflect your expertise?

Let’s get real. You have all the tech tools that promised to make you and your clients’ lives easier, but the reality is quite different. Your business operations are a jumble of zaps, Google Sheets, and Kajabi. Manual or automated – it all feels stressful and unreliable.

But it doesn’t have to be this way.

Imagine a platform that’s easeful, elegant, and reliable.

One that allows you, your team, and your clients to create more impact. An environment where everyone thrives because the tech works, not despite it.

This is where the Implementation Roadmap comes in. It’s the first step in getting there. A deep, detail-oriented audit of your current systems that lays the foundation for a seamless, stress-free client experience.

Every project begins with a strategy.

Whether you’re looking for an overhaul of your membership site or just a new feature, you have to start with a clear plan of action.

Get a deep understanding of your client experience and business operations like never before.

You will know the bottlenecks are in your client experience and business operations – and how to fix them.

In your evaluation, every part of your client experience – the flow, the organization and even the copy in your emails will be examined to ensure it all makes sense.

Once the audit is complete, you will understand the bottlenecks in your operations and the strategy to eliminate them You can then choose to implement the changes yourself, hire someone else, or ask me to do it. I guarantee you’ll see solutions you hadn’t even considered.

How It Works

1. Strategy Call

Share your vision, your challenges, and your desired results. This helps me understand your business needs and set the direction for the audit.

2. Deep Dive

Sit back and let me do the work! I will analyze your systems for friction in your client experience and business operations. From these findings, I will create a comprehensive roadmap towards a smooth, seamless experience.

3. Debrief Call

We’ll review my findings and recommendations. You’ll identify the gaps and see a path to an elevated client experience and operations.

4. 14 Day Email Support

Ongoing support so you have ample time to digest the information and ask any questions that arise.

You’ll mostly be doing this throughout in the process.

What’s Included in the Audit

  • An in-depth implementation plan with strategic plugin recommendations.
  • A concise recording summarizing the insights for your future reference.
  • Transcripts of our calls for easy reference

Investment: $1000

*The $1000 can be applied to the implementation work.
Valid for 30 days after de-brief call.

Ready to Level Up Your Site?

Hi I’m Jenny

Hi, I’m Jenny. I’m your membership CTO with roots in marketing and communications.

My superpower is coming up with elegant and simple solutions by looking at the your current systems, the plugins available on the market, your desired result and adding a sprinkle of coding magic on top.

After working together, my clients have a robust system that they can run on a day-to-day basis on their own without my help.

Are you ready to re-imagine what your membership platform can do for you?

The Implementation Plan Audit is ideal if you:

  • Seek a seamless, elegant client experience.
  • Crave reliable and uncomplicated automations.
  • Are tired of repetitive tech support questions from clients.
  • Want the peace of mind that your site will run smoothly during your vacations.
  • Have hired others for this job in the past, but were left disappointed.

If you’ve made it this far…

You have a dream of what you want your client experience to look like.

You know that it’s possible to trust your tech. You know that it can make things easier for your business – even if you’ve felt frustrated or disappointed with the results you have so far.

You’re just missing the “HOW”.

This is the “HOW”. It’s time to bring your vision to life.

FAQs

I’ve gotten quotes for free from other designers and developers before. Why is this paid?

How well did those free quotes work out for you in the past? The reality is that it takes work, expertise and time to come up with a customized plan with a precise cost and timeline.

Because this is paid, you get a level of detail and customization that’s not possible with free work. With a free process, you would only get an estimated range of price and project timeline.

Unless your project fits under a standardized package – like a 5-page brochure website, you need a custom strategy.

Even if you’re in the exploratory stage, wouldn’t it be better to be armed with a detailed roadmap, so you know exactly what you need to invest and do to get there?

How much time is this going to take?

This will take 2.5 hours of your time. There will be 2 one-hour meetings, and you’ll need to set aside 30 minutes to give me access to your sites, a coupon code for your offers and any other relevant logins.

How is this different than the “Web Audits” I see offered out there?

Most web audits are done with a paid software that produces a long generic report. Most of it is irrelevant to you as a business owner, although it’s very useful for me as a developer.

It’s also just half of this process, which is the evaluation. Most people use it as a lead generator, so after the audit, you’ll have to pay them to come up with a strategy anyways.

Do I need this if I only need you to fix something quick on my site?

No, you don’t. If you have 1-2 bugs that you want me to troubleshoot, please contact me directly.

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