Free Course
Winning them was the easy half.
Clients almost never leave because the work was bad — they leave because they couldn’t see it. This course builds the client experience most firms never write down: a welcome that lands in 24 hours, a five-minute status rhythm that ends “what’s happening?” emails, proof captured while they’re happiest, and check-ins that quietly bring the next engagement to you. Free tools, copy-paste prompts, and a client who never has to create an account for any of it. The clients you already won stop being one-time work.
Start free
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Sign up and your access link lands in your inbox straight away. Open it whenever you’re ready — your progress saves as you go, and the whole thing is yours, free, forever.
What you’ll walk away with
Not a pile of theory — a running client-experience system you own.
Each module leaves a working piece behind, not a page of notes — a welcome packet, an expectations page, a status skeleton, a Client Home, a case-study generator, a check-in calendar. By the end you own the whole system that starts every client right, ends the “what’s happening?” email for good, and turns a great result into repeat work and proof that wins the next client.
A first 48 hours that feels handled
A welcome packet that lands within 24 hours of signing, a one-page expectations agreement that heads off the three ugliest client conflicts before they exist, and an intake form that collects in one pass the ten emails you'd otherwise send over two weeks.
A kickoff built from their own words
A timed kickoff agenda generated from the client's own intake answers — the meeting that convinces them they chose right — plus a small, real first-week win that proves the engine is running before the big work even shows.
A status rhythm that kills the churn
The five-minute weekly update (DONE / NEXT / NEED / DATE) that answers every "what's happening?" before it's asked, and a one-link Client Home the client opens on their phone with no account. Silence is the leak; this is the patch.
Proof captured at the peak
The moment a client is happiest is fleeting. A testimonial ask that gets their own words with consent handled properly, and a case-study generator that turns a messy brain dump into a client-approvable one-pager — assets that win the next client.
Endings that start the next engagement
A 12-month check-in calendar that surfaces repeat and expansion work without ever reading as a pitch, and a door-open offboarding that hands the client onto your nurture list — so your goodbye is their next welcome.
The Onboarding & Retention Kit included
Every template, prompt, checklist, and sheet the course builds — the welcome packet, expectations page, intake bank, kickoff agenda, status skeleton, Client Home, Client Tracker, testimonial and case-study tools, and check-in calendar — in one folder, ready to use and simple enough to hand to whoever joins the team next.
How it works
Three sessions — start them right, build the rhythm, then harvest and keep.
This isn’t a watch-and-take-notes course. You build a real client-experience system alongside the lessons, with the exact prompts and templates to do it — and we stay honest about every dollar, cap, and free-tool limit along the way.
Start them right
The two ideas the course runs on — silence is the leak, and the client you keep is the cheapest you'll ever win — plus your toolkit and the honest money talk. Then the first-48-hours system: welcome packet, expectations page, intake form, and the kickoff that starts everything right with a first-week win.
Build the rhythm
The status habit that ends "just checking in" emails for good: pick a pulse you can hold, learn the five-minute update, decide when a short video beats a meeting, and deliver bad news early. Then the standing surfaces — a one-link Client Home the client needs no account for, and the Client Tracker that keeps every engagement in view, so nothing quietly goes silent.
Harvest and keep
Capture the win while it's hot: testimonials in the client's own words and case studies from a brain dump, with consent done right. Then the long game — a 12-month check-in calendar that surfaces the next project, and an offboarding so clean the goodbye becomes the start of the next engagement.
From the founder
Winning them was the easy half.
Here’s the thing nobody tells you: clients almost never leave because the work was bad. They leave because they couldn’t see it. Between kickoff and delivery sits a quiet middle where the client’s imagination fills every silent week with “nothing is happening,” and by the time they finally ask, the trust has already drained out. I lost good clients that way before I understood it — not to a better firm, but to my own silence. The fix isn’t working harder. It’s a rhythm of showing your work that’s so cheap to run you never skip it.
So that’s what this free course is: the client-experience system most firms never write down. A welcome packet that lands in 24 hours, an intake form that saves ten emails, a five-minute weekly update that ends “what’s happening?” for good, proof captured at the peak with consent done right, and an offboarding so clean the goodbye becomes the next hello. The client you keep is the cheapest one you’ll ever win — you already paid for them. Free tools, honest about every dollar, and a client who never has to make an account. Take it one lesson at a time — I’ve got you.
Pete StevensonFounder, Evolvv Strategies
Who it’s for
If you win clients and then wing what happens next, this is for you.
The owner who already wins clients and quietly loses the compounding value of them — no repeatable onboarding, silence mid-engagement, proof never captured, past clients never called again. Ideal right after Turn Consultations into Clients (that course gets the signature; this one takes over the next morning). If your problem is getting clients in the first place, start with Get Found First, Never Lose Another Lead, or Growth by Design. Zero technical skill assumed.
Ready to keep the clients you fought to win?
Sign up and we’ll email your access link right away. Start whenever you’re ready — it’s yours, free, forever.