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Client Experience (CX) Review
Your client experience starts long before a case is opened. From your website tone and intake flow to your follow-up process and day-to-day interactions, every touchpoint influences how your firm is perceived—and whether a lead becomes a loyal advocate.
In this engagement, we audit the client-facing side of your firm to uncover confusing messaging, dropped handoffs, or brand inconsistencies. You'll walk away with practical fixes that improve trust, clarity, and conversion, without needing a full rebrand.
What to Expect:
Website & Intake Flow Review: We assess your homepage, service pages, intake forms, and follow-up emails to see where your messaging may be unclear, inconsistent, or misaligned with your ideal client.
Tone, Voice & Brand Alignment Audit: We evaluate whether your language reflects who you are, resonates with who you're trying to attract, and builds credibility or connection at each stage.
Client Communication Mapping: We analyze common comms like appointment reminders, status updates, and case wrap-up emails to identify where expectations or tone fall short.
Consultation Experience & CX Upgrade Suggestions: We provide strategic tips to improve your consultation experience, whether virtual or in-person, including how to stand out, set expectations, and make clients feel confident, supported, and impressed from the first interaction.
Improvement Recommendations: You’ll get clear, actionable advice on where to tighten messaging, update tone, and improve clarity from web copy to onboarding emails.
Deliverables:
Website & Intake Messaging Audit
Tone-of-Voice Assessment & Brand Consistency Score
Top 5 Quick Wins for Client Interactions
Recommended Messaging Fixes (by client touchpoint)
Suggested Process Changes
PDF Report and Video Walkthrough
Next Step After Purchase:
After checkout, you’ll receive a form to submit your website, intake flow, and book a kickoff call. We’ll review your materials, conduct the audit, and return with a clear roadmap to improve how your firm is seen and heard.
The Details:
This project wraps in 1–2 weeks with minimal lift on your end. After a short intake form and review of your site and intake materials, we’ll dig into your client experience and return with clear, strategic improvements.
This is ideal for firms who:
Feel like their messaging doesn’t reflect who they are
Get leads who aren’t a good fit
Want to improve the intake and onboarding experience
Need more consistency in tone across platforms
Limitations of this service: This is a strategic audit, not a full content rewrite or branding project. It does not include (can be added later):
Full copywriting or new content creation
Web design or layout changes
SEO keyword strategy or blog content
Branding visuals or logo work
Changing comms in your tech systems
Bottom line? Clients don’t just judge your firm on results, they judge the experience. We’ll help make the experience of working with your firm be memorable enough to recommend your services.
Your client experience starts long before a case is opened. From your website tone and intake flow to your follow-up process and day-to-day interactions, every touchpoint influences how your firm is perceived—and whether a lead becomes a loyal advocate.
In this engagement, we audit the client-facing side of your firm to uncover confusing messaging, dropped handoffs, or brand inconsistencies. You'll walk away with practical fixes that improve trust, clarity, and conversion, without needing a full rebrand.
What to Expect:
Website & Intake Flow Review: We assess your homepage, service pages, intake forms, and follow-up emails to see where your messaging may be unclear, inconsistent, or misaligned with your ideal client.
Tone, Voice & Brand Alignment Audit: We evaluate whether your language reflects who you are, resonates with who you're trying to attract, and builds credibility or connection at each stage.
Client Communication Mapping: We analyze common comms like appointment reminders, status updates, and case wrap-up emails to identify where expectations or tone fall short.
Consultation Experience & CX Upgrade Suggestions: We provide strategic tips to improve your consultation experience, whether virtual or in-person, including how to stand out, set expectations, and make clients feel confident, supported, and impressed from the first interaction.
Improvement Recommendations: You’ll get clear, actionable advice on where to tighten messaging, update tone, and improve clarity from web copy to onboarding emails.
Deliverables:
Website & Intake Messaging Audit
Tone-of-Voice Assessment & Brand Consistency Score
Top 5 Quick Wins for Client Interactions
Recommended Messaging Fixes (by client touchpoint)
Suggested Process Changes
PDF Report and Video Walkthrough
Next Step After Purchase:
After checkout, you’ll receive a form to submit your website, intake flow, and book a kickoff call. We’ll review your materials, conduct the audit, and return with a clear roadmap to improve how your firm is seen and heard.
The Details:
This project wraps in 1–2 weeks with minimal lift on your end. After a short intake form and review of your site and intake materials, we’ll dig into your client experience and return with clear, strategic improvements.
This is ideal for firms who:
Feel like their messaging doesn’t reflect who they are
Get leads who aren’t a good fit
Want to improve the intake and onboarding experience
Need more consistency in tone across platforms
Limitations of this service: This is a strategic audit, not a full content rewrite or branding project. It does not include (can be added later):
Full copywriting or new content creation
Web design or layout changes
SEO keyword strategy or blog content
Branding visuals or logo work
Changing comms in your tech systems
Bottom line? Clients don’t just judge your firm on results, they judge the experience. We’ll help make the experience of working with your firm be memorable enough to recommend your services.