Want Clients to Stay Longer and Buy More?
Uncover the Hidden Gaps in Your Client Journey—And Build a Business That Runs Smoother Without You
Streamline your client delivery, reduce rework, and grow your business without burnout.
This playbook + bonus video shows you exactly how to fix hidden CX gaps and create a seamless, scalable journey.
Created by Christy Cox, Founder of VeriScale —
helping service-based businesses scale smarter through CX.
Here's What People are Saying:
"You captured exactly who and what I want to be in my business for my clients. You took everything that lived in my created a seamless, scalable and easily repeatable system!"
- Beth J., Interior Designer
"This playbook helped me finally get our onboarding out of my head and into a system my VA could actually follow. We’ve already had fewer client questions and one asked to renew early."
— Alicia M., Accountant & Bookkeeper
Why This Playbook Works:
Most service-based business owners are great at what they do—but struggle to deliver a consistent client experience that scales.
This playbook helps you uncover hidden bottlenecks, clarify your client journey, and build a delivery system that doesn’t rely on your inbox or intuition.
👇 Ready to see what your client experience really looks like?
Who This is For?
If any of this sounds familiar, this guide was made for you:
✔ You’re amazing at your craft, but every client or project feels custom—and that’s exhausting.
✔ You’re the one holding everything together… and it’s starting to show
✔ Clients keep asking “what’s next?” and you don't always have an answer
✔ You’ve outgrown sticky notes and intuition—but haven’t found a process that feels like you. Or maybe you have a task management platform, but it's not set up in a way that create easily repeatable processes
✔ You’ve lost clients—not because of your work, but because of how it felt to work with you
✔ You’re ready to scale—but not while duct-taping processes together
✔ You’re constantly being called in to put out fires, but you aren't sure why
✔ You’re attracting a lot of leads, but none of them convert
Whether you're an interior designer juggling custom installs, a coach managing 1:1 and group clients, a bookkeeper with evolving scopes, or a consultant with too much in your head—this playbook will help you simplify, scale, and show up more powerfully.
If you’re great at delivery and relationship,
but struggling with structure—this is your next step.
You
Real Results From An Actual Client:
Revenue increased by ~40%
Gross margin increased by ~15%
Founder freed up nearly 20 hours per week
Identified some clear inefficiencies and areas where she and her more experienced team members could hand off tasks
Optimized her task management software for easier onboarding and to produce a client experience so that her team and clients know what to expect in every stage of the journey
Hired two additional people
Gave herself and her top team member a pay increase
What Others Are Saying
"At the end of every one of our sessions, I'm literally crying. You're making my life so much easier and my business so much better!"
- Sarah, Interior Design Client
“This playbook made me realize I was the reason things kept falling through the cracks. Now we have a clear process, and I’ve gotten two new referrals just from improving how we communicate.”
— Coach & Consultant Client
── Ready to finally turn guesswork into confidence?
Transform your client experience from clunky and unclear to seamless, scalable, and client-loved.
Get the Free Guide That Helps You Map, Fix & Scale Your Client Experience
Discover where you're losing trust, time, or traction in your client journey—then fix it with a simple, clear framework.
🎁 Bonus: Includes a 15-minute training video to help you apply the playbook and make real improvements this week.
Or -
Want to take this work deeper??
Join our 12-week cohort program and build a repeatable, scalable CX strategy
with expert support and a small group of aligned service providers.
That’s what the 12-Week Client Journey Cohort is for.
Here’s why our small-group coaching experience has helped service providers finally get out of delivery chaos:
Clarity that scales – Map and optimize your client journey with a proven framework so you can deliver exceptional service without doing it all yourself.
Real-time support, not just theory – Get live coaching, feedback, and implementation help from an expert and a group of business owners who get it.
Accountability = progress – Show up, take action, and make changes with the momentum of a like-minded group keeping you on track.
Systematize once, use forever – Build templates, touchpoint flows, and CX tools you’ll reuse across every client.
Community > isolation – You don’t have to solve messy delivery, churn, or offboarding alone.
"The cohort helped me finally get everything out of my head and into a system my team could follow.
It was a game-changer."
- Beta User, Accounting Firm
Want To Be the First to Know When the Doors Open Again?
If you're looking to build a client experience (CX) strategy that drives profitability and long-term business success, you're in the right place.
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