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Start for freeUnderstanding the Client Journey
Creating a comprehensive map of your client's journey through your business offerings is crucial for maximizing value, retention, and overall success. This guide will walk you through the process of structuring your business funnel and creating a strategic plan for your clients' progression through your various offerings.
The Importance of Pre-Planning
Contrary to popular belief, pre-planning your client journey does not hinder your creative flow or feminine magnetism. In fact, having a structured plan can enhance your ability to work your magic within your offers. Pre-planning allows you to:
- See the big picture of your business
- Identify gaps in your offerings
- Ensure a smooth progression for clients
- Maximize opportunities for upsells and cross-sells
The Golden Staircase Concept
The "golden staircase" refers to creating a range of offerings at different price points and levels of engagement. This allows clients to enter your business ecosystem at various points and progress upward as they're ready. Key components of the golden staircase include:
- Free offerings (lead magnets, workshops)
- Low-ticket items (digital products, mini-courses)
- Mid-range offerings (group programs, memberships)
- High-ticket experiences (1:1 coaching, VIP days, retreats)
Structuring Your Client Journey
1. Map Out Your Current Offerings
Start by listing all your current offerings, from free content to your highest-priced programs. Organize them in order of increasing value and price point.
2. Identify Gaps and Opportunities
Look for areas where you could create new offerings to bridge the gap between existing products or services. Consider:
- Are there natural stepping stones between your current offerings?
- What additional support or resources could you provide to enhance the client experience?
- Are there opportunities for passive income products?
3. Create a Visual Representation
Use a tool like Canva or work with an AI image generator to create a visual map of your client journey. This can be a powerful tool for both you and your potential clients to understand the progression of your offerings.
4. Align with Seasonal Energy
Consider how your offerings align with the natural cycles of the year. For example:
- Spring: Focus on new beginnings, growth, and transformation
- Summer: Emphasize action, implementation, and abundance
- Fall: Highlight harvesting results, reflection, and integration
- Winter: Offer deep inner work, planning, and visioning
Strategies for Selling and Progression
Upsells
Upselling involves encouraging clients to upgrade to a more premium version of what they initially intended to purchase. This could include:
- Adding 1:1 support to a group program
- Offering extended access or additional resources
- Bundling complementary products or services
Downsells
When a potential client declines your initial offer, having a downsell option can help retain their interest and keep them in your ecosystem. Consider:
- Offering a lighter version of your main program
- Creating a self-study option of a live course
- Providing extended payment plans
Cross-sells
Cross-selling involves offering related products or services that enhance the original purchase. Examples include:
- Recommending supportive tools or resources
- Offering complementary workshops or trainings
- Suggesting follow-up programs for continued growth
Energetic Alignment and Pricing
When setting prices and making offers, it's crucial to align energetically with the value you're providing. Here are some tips:
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Fall in love with your offer: Ensure you're genuinely excited about what you're providing.
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Feel the "pregnancy" of value: Imagine your offer as a valuable creation you're nurturing and bringing into the world.
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Focus on value, not price: When presenting your offer, concentrate on the transformation and benefits rather than the monetary amount.
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Trust in energetic exchange: Remember that money is simply a form of energy exchange for the value you're providing.
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Use muscle testing or intuitive practices to confirm pricing that feels aligned.
Creating Long-Term Client Relationships
To foster long-term relationships and repeat business:
- Provide exceptional value at every level of your offerings
- Regularly check in with clients and celebrate their progress
- Create opportunities for community and connection among your clients
- Continuously evolve and expand your offerings based on client feedback and needs
- Offer exclusive opportunities or bonuses for loyal, long-term clients
Leveraging Technology and Automation
Use technology to streamline your client journey and automate certain aspects of your funnel:
- Set up email sequences to nurture leads and guide them through your offerings
- Use CRM software to track client progress and interactions
- Implement booking systems for easy scheduling of calls or sessions
- Create a member portal or resource library for easy access to materials
Balancing Structure and Flexibility
While having a structured client journey is beneficial, it's important to remain flexible and responsive to individual client needs. Consider:
- Offering customizable packages or a la carte options
- Being open to creating bespoke offerings for high-value clients
- Regularly reviewing and adjusting your journey map based on client feedback and results
Embodying Your Offers
Remember that you are the living embodiment of your offerings. To truly magnetize clients and create powerful transformations:
- Continuously work on your own growth and development
- Share your personal journey and experiences authentically
- Demonstrate the results and transformations you're offering in your own life
- Cultivate a strong energetic field that attracts your ideal clients
Conclusion
Mapping your client's journey is an ongoing process that evolves as your business grows and changes. By creating a comprehensive funnel with strategically placed offerings, you create multiple entry points for clients and clear pathways for their growth and transformation. Remember to stay aligned with your values, focus on providing exceptional value, and remain open to the organic evolution of your business. With a well-structured client journey, you'll be better equipped to serve your clients, grow your business, and make a lasting impact in the world.
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