This webinar is best for:
Everyone

In the B2B landscape, success isn’t just about outcomes—it’s also about delivering exceptional client experiences at every touchpoint. A thoughtfully crafted client journey, especially during onboarding and service delivery, can enhance satisfaction, build trust, and secure long-term loyalty. 

In this insightful session, Brett Jarvis and Kasey Smith break down the key elements of a well-designed client journey and its impact on business success. 

Watch the recording to:

1. Create a strong first impression with impactful touchpoints and drive client accountability through bulletproof handoffs and proactive communication.
2. Templatize processes, track progress rigorously, and ensure both parties stay aligned.
3. Agree on measurable first value outcomes and deliver them early in the process to boost client satisfaction and momentum.
4. Use custom portals to simplify collaboration, keep clients engaged with events or gamification, and showcase future milestones like hypercare and CSM involvement.