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Keep Every Client Moving (And Coming Back)
Add the Clients for Life Tracker for just $17
Automatic alerts: who needs a check-in, who's ready to renew, who's gone quiet
Ready-made forms for intake, monthly check-ins, wins and testimonials
Copy it into your free Airtable account in one click- Total payment
- 1xThe Next-Step Roadmap$27-+
- Clients for Life Tracker$17
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- The Next-Step Roadmap$0
- Clients for Life Tracker$17
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- The Next-Step Roadmap$27
- Discount$0
- Shipping$0
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In one focused afternoon, you'll turn your program into a map your clients can follow without messaging you for the next step. You'll:
Name your outcome: the one result your program promises, in a sentence clients can check off
Map 3–5 milestones: what clients must have done, not just learned
Find where they get stuck: match your repeat questions to the milestone they come from
Hand them the map: a client-ready roadmap your group can use tomorrow
What's included
Client Milestone Mapper
AI Milestone Prompts
Client Progress Roadmap (the client-facing map)
Progress Tracker your clients fill in weekly
Teaching vs. Coaching Guide
A finished example roadmap
Bonus: your free seat at the live workshop Stop Being the Bottleneck (Mon, Nov 2)
Delivered in Notion. Duplicate it in one click (a free account works).
Enter your bullet points here..
