Knoxville, Tennessee · Mon–Sat 10a–7p, by appointment · 865.359.0228
Client Portal →
A build service of HB Brand Co., LLC
— HB BUILD · CLIENT EXPERIENCE
The full client journey, .
Onboarding, follow-up, and check-ins built out so a client's experience doesn't depend on which day of the week they booked.
— WHAT IT IS
The layer that makes a system feel personal.
Client Experience builds on top of your Foundation Systems setup with the onboarding, follow-up, and check-in sequences that make a client feel taken care of, whether it's their first appointment or their fifth. Built and hosted by HB Brand Co., LLC.
— WHAT'S INCLUDED
Every touchpoint, mapped out.
- A full onboarding sequence for every new client, built around your services
- Follow-up automations so no client falls through the cracks after signing
- Milestone check-ins scheduled without you having to remember to send them
- Feedback and review requests sent at the right moment
- A client-facing portal experience built on top of your Foundation Systems build
- Ongoing hosting and maintenance so the experience keeps running
— WHO IT'S FOR
A practice with the leads, ready to keep them.
This fits a practice already bringing clients in the door and ready to make sure none of them feel forgotten between the first appointment and the last. It builds on top of a Foundation Systems setup, whether that's one we built or your existing CRM.
— THE JOURNEY
Before and after, stage by stage.
Inquiry
BeforeA form lands in an inbox and gets answered whenever someone notices it.
AfterThe inquiry is logged, tagged, and answered with the same message every time.
Booking
BeforeBack-and-forth texts to find a time, and no reminder before the appointment.
AfterA booking link, a confirmation, and reminders that go out on their own.
Onboarding
BeforeDocuments requested piecemeal, different for each client.
AfterOne onboarding sequence that requests what your service actually needs, in order.
During the work
BeforeClients call to ask where things stand.
AfterScheduled check-ins tell them where things stand before they have to ask.
Wrap-up
BeforeThe engagement just ends.
AfterA closing touchpoint, next steps, and a review request at the right moment.
After
BeforeThe client hears from you again next season, if at all.
AfterFollow-up keeps the relationship warm between engagements.
— THE PROCESS
From fit call to go-live.
- No. 01
Fit call
We walk through your current client journey, start to finish.
- No. 02
Map the experience
We lay out every touchpoint a client should hit, from booking to offboarding.
- No. 03
Build
We build the onboarding, follow-up, and check-in sequences.
- No. 04
Test
We run it as a real client would, before it ever reaches one.
- No. 05
Walkthrough
We show your team how to adjust it as your services change.
- No. 06
Ongoing hosting
Monthly hosting keeps it live and maintained.
— PRICING
$5,000 setup, $497/mo hosting.
One setup fee to build the full experience, then monthly hosting to keep it running. Exact scope and timeline are set in a written agreement before work begins.
Consultation required. Build services are not sold self-serve — every engagement starts with a fit call.
— LET'S TALK
See what a built-out client experience looks like for you.
Bring your current onboarding process and we'll show you where the gaps are.