How to Run a Systems Audit Before the New Year (and What to Review in Each Area of Your Client Experience) Ep. 28

Systems Rehab | Client Experience Systems for Service Providers

If you’ve updated your services, changed your pricing, or switched tools this year, it’s time for a systems audit.

In this episode, I’m walking you through how to do a full client experience systems audit, the exact process I use every quarter to make sure every touchpoint, workflow, and automation still aligns with how I want my business to run.

I’m breaking down the seven key categories to review inside your business:

• Inquiry & Lead Management
• Onboarding Experience
• Project Management & Delivery
• Client Communication & Relationship Management
• Offboarding Experience
• Client Nurture & Retention
• Tech & Tools Audit

You’ll learn how to walk through each one strategically and spot what’s outdated, what’s working, and what needs to be refreshed before the new year. I’ll also share the updates I’ve been making over the past 45 days to strengthen my own systems and elevate the client experience in my business.

This episode is your guide to starting the new year with systems that actually support your goals, so you can spend less time catching up and more time confidently serving dream clients.

Need support on making this happen?
Head over to YourSystemsPro.com to book a sales call, and let’s talk through your unique business needs. Together, we’ll uncover where your systems need support and map out your next best steps to streamline, simplify, and scale with ease.

🎙️ABOUT THE HOST

Hi, I'm Kenniqua Lewter, Client Experience Systems Strategist, HoneyBook Educator, and the host of the Systems Rehab Podcast. I help service providers create client experience systems that save time, strengthen client relationships, and build a business that runs with ease.

➡️WAYS WE CAN WORK TOGETHER

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