The Signature Client Journey

A client experience growth system built to increase reviews, referrals, and repeat business

Stand out from every other agent in your town. A complete, branded onboarding and experience system that clients rave about.

This is how you stop feeling like “just another agent” and start feeling like the obvious choice.

Build my Client Journey

What This Is

Most agents think client experience is a nice-to-have. It is not.

Your onboarding, communication, and post-closing follow-up is where:

  • clients decide if you’re premium

  • reviews get written

  • referrals happen

  • people remember you a year later

The Signature Client Journey turns your process into a branded, repeatable system that feels high-touch without you manually reinventing the wheel every time.

Who This Is For

This is for the agent who:

  • wants clients to feel taken care of from day one

  • wants a polished process that matches their pricing and positioning

  • is tired of sending the same emails from scratch

  • wants more reviews, more referrals, and less chaos

What’s Included

Email templates and client touchpoints

A full set of branded emails and check-in touchpoints that guide clients through the process with confidence. No ghosting, no guessing, no awkward gaps.

Buyer and seller guides

High-value guides that educate, reduce friction, and position you as the expert. Built for your market and your style.

Welcome kits

A branded welcome experience clients remember. Digital, printable, or both, depending on your preference.

Vendor list and referral network setup

Your trusted vendor list, packaged professionally with a clear system for referrals and partner relationships.

Post-closing nurture plan

A follow-up plan that keeps you top-of-mind after the closing, with prompts and templates that drive reviews, referrals, and repeat business.

Deliverables You’ll Walk Away With

  • A complete onboarding and touchpoint sequence for buyers and sellers

  • A branded buyer guide and seller guide

  • A welcome kit template and delivery plan

  • A vendor list and referral partner framework

  • A post-closing nurture plan with monthly touchpoints

  • Copy built to plug into HubSpot or your current email system

How It Works

Step 1: Brand + Process Intake
We document your current process, gaps, tone, and brand details.

Step 2: Build the Journey Map
We map the client experience from first “yes” to post-close follow-up.

Step 3: Write + Design the Assets
Emails, guides, kits, vendor list system, and nurture plan, all aligned to your voice.

Step 4: Delivery + Implementation Support
You get everything organized and ready to use, with simple instructions for setup inside Squarespace, your CRM, or your email platform.

Tell me your market, your vibe, and how you want clients to feel, and I’ll build the system that matches.

Pricing

Pricing is custom based on scope and branding.
Your quote depends on:

  • buyer-only, seller-only, or both

  • design level: clean templates vs full custom branded layouts

  • how many email touchpoints you want included

  • whether you want implementation help or delivery only

FAQs

Do you write the emails for both buyers and sellers?
Yes. We can build one journey or both.

Will this match my brand?
Yes. This is built around your voice, style, and positioning, not generic templates.

Is this digital only?
No. We can create digital, printable, or both.

Will this help me get more reviews?
Yes, because the nurture plan includes review prompts and the timing that actually works.

Want clients to rave about you, and refer you, without you chasing every detail?

Build a signature experience once, then run it forever.

Get a Custom Quote