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Client Experience

How to Develop an Impressive, Profitable Client Experience

In this module we will discuss CRM's, The Follow Through method, Lead Captures, Client Gifts, First Impressions & more!

Course Outline:

A) Choosing a CRM

B) Setting up your CRM

C) Dive into workflows and automation

D) Questionnaires, Contracts, Canned Emails and more

E) Creating a seamless experience using your CRM to WOW your clients

F) Client Gifts

G) Setting Boundaries



Your Instructor


Sarah Crook
Sarah Crook

Hello friend!

My name is Sarah, and I am a believer, wife, mom, and creative. I love to travel with my little family, write, cook and of course, design. On any given day you'll find me curled up on my couch with my little one, cooking up dinner in the kitchen, listening to my husband play music, building sand-castles at the beach, or creating custom tailored branding for my latest client.

I designed this course specifically for branding and web designers looking for accountability, mentorship, and actionable steps they can take to build a successful business that is self-sustaining.

A letter from Sarah,

Do you feel overwhelmed when you think about your business strategy and insignificant in the design world 😩

Are you struggling to figure out who your ideal client is? 🧐

Do you have ZERO clue how to formulate an experience that WOWS your clients and keeps them coming back for more? (You read that right 😉 Yes, our clients come back to us for multiple projects time and time again! 💸)

Don't. Even. Know. Where. To. Begin?

I've been there. I've been burnt out, felt defeated, and I've failed.

👉 Guess what?! It's ok to fail. Failure CAN be a step in the right direction if you choose to learn from it and GROW 🌱

I know this whole business owner thing can be flat out scary 👹

BUT I've got your back 👊

😇 Good news is, you get to learn from my mistakes!

We're going to take this journey together! 👯‍♀️

You're apart of a community of fellow designers, learning together, holding each other accountable and lifting one another up! 🎓

So, WELCOME 🤗I'm honored to have you, and I can't wait to be a part of your story.🌟


Course Curriculum


  Course
Available in days
days after you enroll

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.
What will the courses look like?
Each course will be made up of presentations, videos, documents and tutorials for your enjoyment!
How does this online course work?
Teachable is the amazing platform we use to host this online course, the greatest feature is that our courses are fully responsive, so you can view your content from any device! Once purchased, you'll gain access to the entire module and can take each course at your own pace. Even better, you will have lifetime access to the course. Need a refresher down the road? No worries, just login in any time to access your valuable content!

This course is not open for enrollment.