Client Experience
Create Their Happiness
You provide a luxury service - by tapping into your core values and existing patterns we can reimagine new opportunities for client education and project success. We work with you to ensure that every touchpoint is seamless and professional. We also assist in creating polished materials, such as contracts, proposals, and presentations, to ensure that your brand is always represented in the best light.
What You Can Expect From Us
Define Client Onboarding Process and assess opportunities for automation
Creation of client intake forms, questionnaires, information gathering tools, and educational materials
Update or create all client-facing materials in alignment with branding
Before You Begin / How We Work
Contracts and Agreements
Project Kick Off Guides + Timelines
Invoices + Proposals
Presentations + Moodboards
Project Wrap Guides
Care Documents
Define client touch points throughout projects
Generation of standard client outreach templates
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