This is the second episode of the Client Experience Series. Today I'm sharing a breakdown of how to begin mapping your processes as the first step to create and implement your client experience inside your CRM. If you haven't listened to last week's episode on how to audit your current client experience, give it a listen and take my new CRM Self-Audit Quiz at coliejames.com/audit

Find it Quickly:

00:46 - Recap on Client Experience Series Episode 1

2:01 - Identify Your Touchpoints

3:49 - Required Action or Response?

5:52 - Where will the touchpoint take place?

6:59 - IdentifyTimeline for each touchpoint

9:32 - Recap and Next Steps

Mentioned in this Episode

Client Experience Series: Ep 195 - My Audit Process

Take the Self-Audit Quiz