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Customer/Client Journey Optimisation
CUSTOMER EXPERIENCE TRANSFORMATION

Customer/Client Journey Optimisation

Map the entire customer journey from first touch through delivery. Identify friction, redesign for speed, automate high-impact points.

Service Summary

Customer/Client Journey Optimisation

Price: Enquire
Timeline: 3wks to 5days
Scope: Retained / Strategic
CUSTOMER EXPERIENCE TRANSFORMATION

Customer/Client Journey Optimisation

Journey redesigned. Onboarding automated. Conversion climbs.

Leads disappear in email boxes, client onboarding is slow and requires duplicate forms, or onboarding takes weeks.

Key Deliverables
  • Customer journey mapping documenting every contact stage
  • Friction analysis showing client wait times and bottlenecks
  • CRM pipeline workflow optimization and automated follow-ups
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Go Further: Sign a retainer within 90 days and receive an additional £1,500 applied to your first month. Learn how it works →
DELIVERY STEPS
01 Journey Mapping
Weeks 1-2
02 Friction Analysis
Weeks 3-4
03 Workflow Deploy
Weeks 5-8
ONBOARDING TIME
3wks to 5days

Typical client onboarding timeline reduction achieved.

Next Steps

Your Pathway Forward

Leads to Advanced CRM Optimization or Retained & Embedded CTO.

Current Step

Customer/Client Journey Optimisation

Completed Engagement

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→
Option A: CRM Spec
UPGRADE

Bespoke CRM Optimization

Custom integrations and pipeline builds in CRM.

Enquire
View details →
Option B: Embedded CTO
IT-CONS

Retained & Embedded CTO

Dedicated board-level tech leadership without full-time overhead.

from £1,800/mo
View details →

Frequently asked questions

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Everything you need to know before you start.

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We optimize HubSpot, Salesforce, ActiveCampaign, Zoho, and sector-specific tools like clinical patient record systems.

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