Client Success Wiki
Build Your Wiki for Client Success
Define, execute, and refine the client experience
- Grow client referrals
- Improve client satisfaction
- Increase client retention
- Reduce client complaints
- Simplify workflows
Have you felt overwhelmed or anxious trying to meet clients’ demands?
Common challenges may include:
- Delayed or lack of response to your requests
- Wanting more work than you agreed upon
- Wanting results from you yesterday
- Contacting you at all hours with urgent needs
- Trying to negotiate for lower rates
It is easy to address many of the challenges through contract clauses. It is harder to have conversations with the client face-to-face. But what if you can get in front of the challenge before it happens?
Helping you be more confident with clients.
I’m melissa, your coach!
I enjoy helping clients find solutions. I’ve helped clients find their ideal home, answer questions about health insurance, and create standard operating practices for their business. My experience is diverse. but has one thing in common. “How can I best serve the person in front of me?” With the Client Success Wiki, I’m sharing lessons to help you define your company’s client experience and live your values.
Ready to transform your relationship with clients?
choose your learning method
*Workshop and Cohort are wait-list at this time.
What You Gain
A well-documented workflow and organized internal system of documents helps you and your team better serve your clients and business partners. Instead of spontaneous decisions, you have a Client Success Wiki to rely on.
A detailed and organized Client Success Wiki helps you and your team save time when completing tasks and projects. You have a reliable resource everyone can access. With the repetition of tasks, team members are able to become faster and better.
Client Success Wiki provides step-by-step instruction for completing tasks and projects. This level of detail assists in creating a consistent experience for clients and reduces likelihood of errors.
Assist in delegation
Client Success Wiki helps with training and communication. Team members can refer to this internal resource when they have a question on how to complete a task.
What clients are saying
I recently got to have a taste of Melissa’s work at a virtual conference for event planners and those who support this industry. My biggest take away from her talk was the importance of process documentation. Having documented processes will really make my business more valuable when others are brought on to help. I enjoyed Melissa’s practical step by step approach to her presentation.AMELIA | SOLUTIONS BY AMELIA
This one was really the meat of what I’ve been looking for as it applies to all kinds of businesses…finding something that was specific to “the process” and in my case, b2b marketing and not necessarily having an online store of products to sell, was fantastic. I’m now going to rewatch, take more notes, and get over this perfectionism that’s blocking me. 😃 Basically, I just wanted to give you a great big huge thank you! I look forward to utilizing more resources.C.H. | WORKSHOP ATTENDEE
Questions? I have answers!
When is the workshop?
Tuesday, January 12, 2021 at 2:00 pm CST
What app or software is required for the workshop?
The workshop is hosted on Zoom. You will need to download the Zoom desktop app (FREE). Please test your video and audio connection on Zoom prior to the workshop.
Is the workshop recorded?
I value the transparency and vulnerability of attendees who engage in the live conversations. I do not record events.
Who is the workshop and cohort for?
Leaders who work in a client facing role and help create internal business processes.
When is the cohort?
It is hosted every Tuesday at 2:00 pm CST for 10 weeks. The cohort starts Tuesday, January 19, 2021, at 2:00 pm CST and ends Tuesday, March 30, 2021, at 2:00 pm CST.
What app or software is required for the cohort?
You will need Zoom for our weekly calls. You can build your Client Success Wiki on the platform of your choice.
How many leaders are in the cohort?
The cohort allows a maximum of 10 leaders to allow ample time for group and 1:1 engagement.
Can I register a team member for the workshop or cohort?
Yes, if you have a team member who is servicing clients you may register them. The price for each event is per individual. Please register them under their name and business email address.
This is the best investment you’ll ever make for your clients.