Client on boarding checklist

Processes For A Great Client Experience

You are kickass at what you bring to the table. Your clients love the work you do for them but setting up the behind the scenes moving parts is just as important as providing value and results. As your business grows if the right systems aren’t set up your attention to the service will be distracted. In this episode, I share the systems and processes you need in place to provide a great experience. The great thing is these systems aren’t rocket science they may take some time to  set up but once they are you’re cooking with gas!

Keep in mind once your have these systems set up you will need to create workflows that help you streamline your business in them. My favorite thing is to just take each big task and sit down and write what you do from step a to z. For example; if you publish a podcast your tasks may look like: outline, record, edit, show notes, publish, share. Just writing that broad outline can help you more easily break down the smaller tasks and make your day to day easier.

In this episode we talk about:

  • The systems you need in place for a smooth client experience.
  • Some of my favorite options for business systems.
  • Why you need a support system in place.


Episode Outline:

Program Platform
Client Specialist
FAQ Page
Email System
Scheduling and Client Relationship Manager
Internal Calendar
Your Client Facing Process Path
Progress Tracker/ Accountability
Client Communication Platform
Payment Portal

Listen to the episode here:

Enjoying the episode? Share it on Twitter:

[bctt tweet=”You need to keep the appointments you make with yourself. ” username=”Diadoll”]

[bctt tweet=”Contracts help you cover your assets. It protects you and the client because you both know what the expectations are.  ” username=”Diadoll”]

[bctt tweet=”Once you set systems up you will have a lot less stress. ” username=”Diadoll”]

[bctt tweet=”In this episode, @Diadoll shares the systems you need to have set up in your online business to give your clients a great experience. ” via=”no”]

Mentioned in this episode:

Program Platform

Client Support Specialists 

Email Platform

Scheduler/ Calendar  

Customer Management System 

Payment System

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Thanks for listening! <3

Did you enjoy this episode?

Leave a comment and let me know what you think.

Now tell me:

What system helps you stay on track?

Are you a digital calendar or paper planner fan?

What is your favorite platform?

Do you handle your systems or does someone on your team?



  1. Esther

    such great tips! Totally agree with you on the importance of contracts! With verbal agreements there is a lot of room for misunderstandings.

  2. Jenny

    I can’t wait to listen to this episode. It sounds jam packed with great information.

  3. jessica

    i’m always looking to improve the client experience and need to have a listen!

  4. Elise Cohen Ho

    WOW! What a fabulous resource. I am so looking forward to pouring over this.

  5. Dia

    Right. It’s just not good business. It leaves so much room for miscommunication, hurt feelings and disappointments.

  6. Dia

    Thanks Jenny! Hope you enjoy it.

  7. Dia

    Thanks for checking it out, Jessica.

  8. Dia

    Thanks, Elise. I hope you find it helpful. The best thing is once you set most of these up it’s just occasional tweaks.

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