The D. Burke Client Experience
The 10-Step Client Process
A Simple, Repeatable System That Creates an Amazing Client Experience — From Consultation to Results.
Consultation
Learn About the Client
Collect business overview, current challenges, goals, marketing efforts, budget, timeline, and key decision makers.
Deliverable:
Completed Consultation Worksheet
Discovery Notes & Research
Research Before Recommending
Review website, social media, Google Business Profile, reviews, competitors, branding, and online presence to identify what's missing, working, and would create the biggest impact.
Deliverable:
Discovery Notes
Recommendation Sheet
Create a Customized Strategy
Build a client recommendation sheet covering immediate opportunities, recommended services, suggested timeline, priority projects, and estimated investment.
Deliverable:
Client Recommendation Sheet
Proposal
Present Solutions
Present a detailed proposal covering client goals, challenges identified, recommended services, full scope of work, pricing, timeline, and next steps.
Deliverable:
Proposal PDF
Client Approval
Confirm Interest
Receive verbal approval, written approval, and service selection to confirm the client is ready to move forward.
Deliverable:
Approved Proposal
Invoice & Agreement
Protect the Business
Send invoice, outline payment terms, provide the service agreement and project expectations. Receive signed agreement and payment.
Deliverable:
Paid Client
Welcome Packet
Professional Onboarding Experience
Send a welcome letter, what to expect guide, payment information, client responsibilities, and contact information. Creates a professional first impression.
Deliverable:
Welcome Packet Sent
Client Onboarding
Collect Everything Needed
Gather all brand assets (logo, colors, fonts, brand guide), account access (social platforms, Google Business, website), and business information (services, pricing, FAQs, photos, videos, promotions).
Deliverable:
Complete Client Folder
Project Setup
Organize the Work
Create the client folder, content calendar, project timeline, task list, and reporting sheet to ensure everything is organized before work begins.
Deliverable:
Ready To Begin
Service Delivery
Execute the Strategy
Execute across content creation, social media management, community engagement, project management, event support, and brand development. Track results and report back.
Deliverable:
Results & Reporting
Monthly Client Check-In
Review
Wins, Challenges, Analytics
Opportunities
Growth areas identified
Priorities
Next month planning
“Stay consistent. Communicate. Adjust. Keep moving forward.”
90-Day Review
The first 90 days are our foundation-building period. At the end of 90 days, we evaluate progress together and determine the best path forward.