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Description
A great client experience is what turns one-time clients into reviews, renewals, and referrals. This package teaches the behind-the-scenes systems that top experts use to deliver consistently and look polished at every touchpoint. Working with a Leland Top Expert, it covers designing the client journey end to end, from the moment someone books, through onboarding, session delivery, and offboarding. It includes setting up templates, scheduling and communication practices, and a feedback loop that reliably generates strong reviews and repeat business.
What you'll get from this package
A mapped, end-to-end client journey from booking to offboarding
Onboarding, check-in, and offboarding templates
Communication and scheduling best practices that set clear expectations
Contract templates
A lightweight operations toolkit that scales as your business grows
Additional details
Coaching delivered via live sessions.
Services included:
Client Relationship Management
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
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Kristen also coaches for Leadership Coaching and Career Coaching. View all.
Offered by Kristen W.
Joined October 2024
5.0
Mastering the Self-Assessment: Insider Strategies from a Banking Leader
Your performance review shouldn't be an afterthought — it should be a strategic career document. As a senior leader in banking with years of experience sitting on both sides of the calibration table, I've seen firsthand what separates a forgettable self-assessment from one that lands an associate at the top of their class. In this expert-level session, I'll pull back the curtain on how calibration decisions are really made — and teach you how to write with the clarity, evidence, and strategic framing that gets noticed. You'll learn how to translate your accomplishments into the language leadership responds to, avoid the common pitfalls that undersell strong performers, and craft a narrative that positions you as a top contributor, not just a solid one. This isn't generic advice. It's a playbook built from real calibration rooms, real advocacy, and real results.
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