Free Crucial Client Journey Training

This template is titled "Systemize Your SMMA Masterclass - Crucial Client Journey (E1)", designed to map out the client journey for a Social Media Marketing Agency (SMMA) masterclass. On the far left, a light blue sticky note says "Start Here", guiding the user. Below it, a section titled "Rules for building your Crucial Client Journey" provides four key instructions, such as "Always map out for the perfect client in the smooth-est way possible."

The core of the template consists of two parallel flowcharts, both labeled "Crucial Client Journey." Each flowchart begins with an "Ideal Client" and "Service" field. The left flowchart shows a high-level overview of the client journey with stages like "Leads/In," "Discovery," "Sales Process," "Contracting/Collection," "Onboarding," "Delivery," and "Retention," each with a brief description. To its right, a more detailed, blank flowchart provides space to elaborate on the steps within each stage.

The right flowchart is a populated example, detailing the actions within each stage, such as "Cold Call," "DM," "Email" under "Leads/In," and "Initial Call," "Proposal Call," etc., under "Sales Process." This template provides a structured and comprehensive visual tool for mapping, understanding, and optimizing the client acquisition and retention process for an SMMA masterclass.