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Client Experience Design Inquiry Form

Getting to know you:

Tell us your name

*

Business Name (if applicable)

*

Email Address

*

Website / Portfolio / Social Media

Understanding your business:

What type of business do you run?

*

What type of business do you run?

A

Branding & Design Agency

B

Creative Studio (Photography, Videography, Web Design, etc.)

C

Marketing / PR Agency

D

Other

What services do you currently offer?

*

How long have you been in business?

*

How long have you been in business?

0-6 months

6 months - 1 year

1-3 years

3+ years

Client Experience & Pain Points

How do you currently manage client experience & operations?

*

How do you currently manage client experience & operations?

A

Email only

B

Client portal (Notion, ClickUp, etc.)

C

Google Drive / Docs

D

Manual tracking (spreadsheets, sticky notes)

E

Project management tool (Asana, Trello, Notion, ClickUp)

F

Other

What are your biggest struggles in managing client experience?

*

What are your biggest struggles in managing client experience?

A

Too much back-and-forth communication

B

Clients missing important deadlines or documents

C

No clear onboarding/offboarding process

D

Projects feel messy/disorganized

E

Hard to manage invoices and contracts

F

Other

Have you ever invested in client experience support before?

*

Have you ever invested in client experience support before?

A

Yes, but it wasn’t effective

B

Yes, and it helped, but I need more structure

C

No, this is my first time

D

I’m not sure

Goals & Readiness

What would be a game-changer for you in your business?

*

If we work together, what’s your ideal outcome?

*

If we work together, what’s your ideal outcome?

A smooth, stress-free client experience

More time to focus on creative work

Higher client retention and referrals

Less admin work and manual tracking

Other

Are you ready to invest in improving your client experience?

*

Are you ready to invest in improving your client experience?

Yes, I’m ready to get started

I’m interested, but I have a few questions

Not yet, but I’d love to learn more

Next Steps

Would you like to book a free discovery call to discuss your needs?

*

Would you like to book a free discovery call to discuss your needs?

A

Yes, send me the link!

B

Not yet, I just want to learn more for now.

Client Experience Design Inquiry Form

Getting to know you:

Tell us your name

Business Name (if applicable)

Email Address

Website / Portfolio / Social Media

Understanding your business:

What type of business do you run?

What services do you currently offer?

How long have you been in business?

Client Experience & Pain Points

How do you currently manage client experience & operations?

What are your biggest struggles in managing client experience?

Have you ever invested in client experience support before?

Goals & Readiness

What would be a game-changer for you in your business?

If we work together, what’s your ideal outcome?

Are you ready to invest in improving your client experience?

Next Steps

Would you like to book a free discovery call to discuss your needs?

Anything else you’d like to share about your business?