In this conversation, we discuss the five-step client journey and the importance of client retainers. Hannah emphasizes the need for a good package that solves a clear problem and is easy to manage. She breaks down the five steps of the client journey: pitch, persuade, onboard, deliver, and offboard.

Takeaways

• Client retainers are services that someone pays for regularly, providing predictability in income and reducing the need for extensive marketing.
• A good retainer package solves a clear problem and is easy to manage on the back end.
• The five steps of the client journey are pitch, persuade, onboard, deliver, and offboard.
• Personalization, surprise and delight are crucial in creating a positive client experience.
• Streamlining systems and using tools like ClickUp, Airtable, and Dubsado can help simplify business operations.

Grab Hannah's Client Onboarding Kit here: https://www.withhannahandco.com/onboarding

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