CLIENT RELATIONSHIP JOURNEY AUDIT
A working session to find where momentum, trust, and revenue are leaking after the lead comes in.
Focused Diagnostic
Clear Next Steps
No Sales Pitch
Direct Owner-to-Owner
If you already get leads, this audit will be useful.
This is a focused working session where we look at what actually happens in your business after someone raises their hand.
Where things slow down.
Where follow-up breaks.
And where deals fall back on you instead of the system.
This is not a sales call. It’s a diagnostic.
What This Audit Is
This audit is designed to give you clarity.
We'll map your client relationship journey from first contact to follow-up and identify the one or two places that create the most friction for your team and confusion for homeowners.
Most owners leave knowing exactly
Why deals stall
Why follow-up feels heavy
And what to fix first to get relief
Clear Visibility
Into where your client journey leaks momentum
Better Results
Fewer wasted on-sites and stalled estimates
Immediate Action
A short, prioritized fix list and one concrete next step
important
What Happens Before the Call
Work begins before we ever meet
Review your website and opt-in paths
Test speed-to-lead and response timing
Evaluate how hand-raises are currently handled
Build a custom diagnostic tool specific to your business
This allows the call to be practical, specific, and grounded in how your business actually operates today.
Because of this preparation, the audit is non-refundable.
Who This Is For
This audit is a good fit if
You Generate Inbound Leads
You already have leads coming in and need to optimize what happens next
$5k–$50k Projects
You sell high-value projects where every lead counts
Trust Matters
You care about homeowner trust and professionalism
System Dependency
You feel like the backend relies too much on you
This Is Not the Right Fit If:
You're looking for more ads, quick hacks, or surface-level advice.
What This Is Not
Coaching
A course
A generic audit
A pitch disguised as a consultation
This is a working session built for owners who want clarity, not noise.
Investment
$1,000
Client Relationship Journey Audit
Non-refundable due to pre-call preparation
If you decide to move forward with Better Than Rich, the $1,000 is credited toward your engagement
We only run a limited number of audits each month to ensure proper preparation and focus.
Some partners and resources include a complimentary audit via promo code. If you’ve been given one, you can apply it at checkout.
Reserve Your Client Relationship Journey Audit
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Limited monthly availability. Work begins immediately after booking.
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