The Client Journey Scorecard
Rate each question using the scaling below.
SECTION 1: Sales Alignment
1. My clients clearly understand what is included in my offer before they say yes
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Not at all true
Rarely true
Sometimes true
Mostly true
Always true
2. I consistently attract clients who are a strong fit for my services
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Not at all true
Rarely true
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Mostly true
Always true
3. My sales process sets clear expectations for communication, timelines, and outcomes
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Not at all true
Rarely true
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Mostly true
Always true
SECTION 2: Onboarding Experience
4. My onboarding process is clearly defined, documented, and repeatable
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Not at all true
Rarely true
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Mostly true
Always true
5. New clients know exactly what to expect immediately after they sign
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Not at all true
Rarely true
Sometimes true
Mostly true
Always true
6. New clients receive the information they need without requiring repeated explanations from me
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Not at all true
Rarely true
Sometimes true
Mostly true
Always true
SECTION 3: Delivery Systems
7. My service delivery follows a structured process rather than being reactive
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Not at all true
Rarely true
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Mostly true
Always true
8. Key steps in my delivery process are documented
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Not at all true
Rarely true
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Mostly true
Always true
9. My workflows and deliverables are standardized and reusable across clients
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Not at all true
Rarely true
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Mostly true
Always true
10. My delivery process could be executed consistently without me being involved in every step
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Not at all true
Rarely true
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Mostly true
Always true
SECTION 4: Client Experience Consistency
11. Every client receives a consistent level of service regardless of timing or workload
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Not at all true
Rarely true
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Mostly true
Always true
12. My client communication is structured rather than ad hoc
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Not at all true
Rarely true
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Mostly true
Always true
SECTION 5: Retention & Expansion
13. I have a clear next step for clients after completing an engagement
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Not at all true
Rarely true
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Mostly true
Always true
14. I intentionally create opportunities for clients to continue working with me
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Not at all true
Rarely true
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Mostly true
Always true
SECTION 6: CEO Dependency
15. My business can continue to operate smoothly without my constant involvement
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Not at all true
Rarely true
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Mostly true
Always true
16. Team members, systems, or processes can make routine client delivery decisions without my involvement
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Not at all true
Rarely true
Sometimes true
Mostly true
Always true
BONUS. Which phase of the client journey do you think you need to improve (click all that apply)
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Sales
Onboarding
Deliver
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Name
*
First Name
Last Name
Email
*
example@example.com
Mobile Number
Please enter a valid phone number.
Format: (000) 000-0000.
Client Journey Score
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