STRATEGY INTENSIVE
90 minutes to map your client journey, your offers and where each screen sells the next one.
Projects / 01
CUSTOM CLIENT EXPERIENCE
A private, branded home for every client, designed around how buyers actually decide. Clients implement, get results, and come back for your next offer.
- Best for
- Coaches, consultants, service providers and hosts with high-ticket clients
- Connects to
- Your CRM, scheduler, payments and meeting notes
- Timeline
- 6–8 weeks from kickoff
- Investment
- Builds start at $12,500
Three Examples
Three industries. Three styles. One strategy underneath.
A social media strategist sells a one-time strategy session, then monthly content support. The money is in the second sale.
Before
Notes in an email, no clear next step, clients gone after one call.
After
Clients see their wins, their plan and their next step, already priced.
clients.harlowsocial.com
HARLOWSOCIAL STUDIO
DRDana Reyes
Strategy session · One-time
Welcome back, Dana.
Your strategy is working. Here's the proof, and what's next.
Your wins · Week 3
3 discovery calls booked
From your "Posting more isn't a strategy" long-form
Your plan
Q4 Content Plan
Delivered Sep 17 · 12 weeks · 36 pieces
Week 3 of 12
Calls & notes
Strategy sessionWed, Sep 17 · 1 hr 28 minMEET NOTESRECORDING
Your upgrade window
18 days
to keep this momentum going.
Your $1,500 strategy session applies to any option until your window closes.
Credit available$1,500
Window closes Fri, Nov 6
Prices, credit and what's included, all on one page.
Client success is a revenue strategy
Watch a one-time client become a retainer.
Four moments inside Harlow's client center. No sales call, no proposal. The offer is already there when they're ready.
Your wins · Week 3
3 discovery calls booked
From your "Posting more isn't a strategy" long-form.
Moment 1 · Proof
The client sees it working before you ever pitch.
Their wins card connects last week's content to three booked discovery calls. Now the strategy has a dollar sign on it, in their own client center.
The psychology
Proof of results. People buy more of what they can already see paying off.
10 strategy clients a quarter. 4 upgrade. That's $10,000 a month in new recurring revenue.
Illustrative math: $2,500 a month retainer
The sales psychology in this build
01Proof firstThe wins card ties the plan to booked calls before any offer appears.
02Urgency with a rewardThe window counts down and the credit is real money they keep by deciding.
03Anchoring + easeFull price first, credit off, "for you" on the right fit. Two clicks, no proposal.
The Sales Psychology Built In
Client success is a revenue strategy.
Every screen is designed around how buyers decide. Clients who implement get results, and clients who get results buy again and refer.
- 01PROGRESS builds COMMITMENTWhen clients can see how far they've come, they keep going.
- 02FAST FOLLOW-UP earns TRUSTNotes and next steps waiting for them feel like care, and care gets returned.
- 03VISIBLE WINS are SOCIAL PROOFResults shown on screen become the stories clients tell their peers.
- 04DEADLINES create DECISIONSA window to upgrade, with a reward for deciding, turns "later" into "yes."
- 05EASE is a SALES STRATEGYEvery click you remove is one less reason to stall, cancel or say no.
My Own Build
BUILT FORMY CLIENTS FIRST
Every Strategy Intensive client of mine gets their own client center. Their revenue plan, their session notes and their next step live in one place, built on the same psychology you see above.
- /A branded sign-in page with a magic link sent to their booking email
- /A five-week upgrade window where their intensive investment rolls into a build
- /Separate views for one-time, retainer and done-for-you clients
What's Inside Every Build
- 01BRANDED LOGINYour logo, your colors, your photo. Clients sign in with a magic link.
- 02THEIR PLAN, LIVEThe roadmap, itinerary or project timeline, with progress they can see.
- 03NOTES + RESOURCESEvery call recap, file and link in one place, so nothing gets lost.
- 04DUE DATES + REMINDERSWhat they owe you and when, with reminders they can confirm or reschedule.
- 05BUILT-IN NEXT OFFERYour upgrade, rebooking or add-on, shown at the moment they're ready.
On Their Phone
Built for clients who check in between everything else.
HARLOW
Sign in to your client center
dana@reyesstudio.co
Email me a sign-in link
Text message · Today 9:02 AM
Tidewater: Hi Simone! Your flight details are due Jan 15. Reply C to confirm you've booked or H for help.
C
Got it. Your airport pickup is set. See you in Nosara.
northline.
Heads up: launch moves to Jan 22 while we wait on your testimonials.
KickoffOct 1
Emails approvedOct 19
Testimonials dueOct 24
LaunchJan 22
Magic-link sign-in
Text reminders
Project delay alerts
How the Build Works
THE BUILD
I design it in your brand, set up each client type and connect your scheduler, CRM and payments.
LAUNCH + HANDOFF
You get an admin panel and a walkthrough, so you or your assistant can load clients in minutes.
“
SHE GOT ME THROUGH THE HOW.
Growing my business while being a full-time educator has not been easy. Having a full understanding of the process upfront and Kim helping me through each step made so much difference. I knew what I had to do. I just needed someone to get me through how to do it.
/ Cynthia B., Boutique Wellness Founder
More Projects
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