🌿 Worksheet 8: Build Your First Client Journey

Designing a Clear, Gentle Path From Stranger to Client

Purpose of This Worksheet:
The client journey is like the flow of rain through your tree — it guides people from first noticing you to fully engaging with your work. This worksheet helps you design a clear, values-led path your ideal clients can follow.

This exercise supports:

  • Making your offers feel more accessible and natural

  • Reducing friction in your sales process

  • Helping you communicate what happens “next” clearly and confidently

Use this when you’re launching a new offer or streamlining your client flow.

Instructions (Step-by-Step):

Step 1: Identify the Offer or Outcome
Start by naming where you want the journey to lead.

🟩 Prompt:
What is the core offer, experience, or transformation you’re inviting people into?

✎ Write your answer here:
[Blank space for written input]

Step 2: Awareness — How Do People Find You?
Rain has to land before it can be absorbed. How are people first discovering your business?

🟩 Prompt:
What channels are bringing people to your world now (or soon)?
(e.g. Instagram, LinkedIn, referrals, podcast, networking, search)

✎ Write your answer here:
[Blank space for written input]

Step 3: Connection — How Do They Get to Know You?
Before clients say “yes,” they often need to build trust.

🟩 Prompt:
What spaces or content help people understand who you are and what you do?
(e.g. newsletter, DMs, lives, webinars, lead magnet, discovery calls)

✎ Write your answer here:
[Blank space for written input]

Step 4: Decision — How Do They Say Yes?
Make this step simple, human, and aligned with your energy.

🟩 Prompt:
How do clients move from interest to purchase?
(e.g. application form, direct message, checkout page, email confirmation)

✎ Write your answer here:
[Blank space for written input]

Step 5: Onboarding — What Happens After They Join?
A strong welcome sets the tone and prevents confusion.

🟩 Prompt:
What’s the first thing a client receives after signing up?
(e.g. welcome email, calendar link, invoice, materials)

✎ Write your answer here:
[Blank space for written input]

Optional: Visual Flow (Draw It Out)
Draw a simple 5-step journey showing how someone becomes a client.
Tip: You can use boxes, arrows, or tree metaphors!

[Blank space for visual sketch or notes]

Reflection & Action Prompt:

  • Is any part of this journey unclear, clunky, or missing?

  • What small change could create more ease or trust for the client?

  • Is this journey aligned with your Sun (purpose) and Soil (resources)?

✎ Write your answer here:
[Blank space for written input]