Course curriculum

  • 1

    eBook

    • How to VirtuallySucceed in giving an A* Client Experience eBook

    • Master Client Experience Checklist

  • 2

    VirtuallySucceed Templates

    • Client Onboarding Phase

    • Fulfilment Phase

    • Client Experience Process Map

    • Client Offboarding Phase

  • 3

    Bonuses

    • Client Experience Scorecared

    • CRM

    • ClickUp

    • Bank of questions for your forms

    • Client Experience Touch Points

    • SOP Template - ClickUp

    • Client Appreciation Bank