CLIENT EXPERIENCE SYSTEM SERVICES
When you’ve got a business to run, the way you serve your clients shouldn’t be weighing you down.
Not just with time-saving tools and slick automations — though we’re obsessed with a gorgeous Dubsado set-up — but through holistic systems that support every touchpoint from first enquiry to offboarding.
Charging thousands isn’t the flex you thought it was going to be.
Not when you’re up at 11 pm rewriting the same onboarding email for a third time this month. Or missing another lead because your “follow-up system” is just…you remembering.
Attaching a higher price tag comes with the conditional baggage of a client experience that delivers. And a business held together by spreadsheets and post-its? Can only grow so far.
Because when your systems don’t scale with your services, your client experience suffers and your clients begin to notice it. You spend more time in your inbox than doing the work they actually hired you for — with your reputation and energy lagging behind an endless to-do list.
Imagine a system that works in the background to take care of your clients.
So that you can take care of everything else.
That proposal? Sent minutes after wrapping up the discovery call.
Automate the admin that’s eating away at your time and do more of the work clients pay good money for.
Support a client experience that feels just as good as the work you love to deliver.
And your brain? Finally free to develop your next offer, sell that next available spot, or sneak off for Pilates before lunch.
Yes, the right systems will free up your time and energy.
But more than that, it’ll create space. For your business to grow, for your clients to feel taken care of, and for you to enjoy running the business again.
My processThat’s why I’m helping build with you in mind, not just your tools.
Not just a template. Not just someone’s proven framework. Not someone else’s business.
Step 1:Systems Audit
A full audit of every touchpoint in your client journey. Even before they enquire to work with you.
Step 2:Map out journey
A breakdown of your current processes, workflows, tools, emails, and automations — mapped out in a visual format.
Step 3:Step by step
Strategic recommendations to improve, remove, or optimise each step.
It’s not just about saving time — it’s about creating a client experience that feels as good as the service you deliver. A system you’ll feel confident using.
Strategic Systems that work in the background to grow your profitability and brand reputation.
Whether you’re DIY-ing, need strategy support, or are ready to hand it all off — I’ve got a service to meet you where you’re at.
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True NorthSystems Audit
Investment: £350 | Timeline: 1 week
Selling starts to stall when a client asks, “What happens next?”
If your processes are mostly in your head or you’re worried your systems are holding you back, this audit is the place to start.
I’ll dig into your current tools, touchpoints, and workflows to uncover what’s working (and what’s not), so your client experience finally matches the value of your offer.
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A personalised video-walkthrough audit, delivered within 72 hours.
10+ clear, strategic improvements you can make right away
More confidence in how to manage your systems and client journey
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Business owners who want clear, actionable insights, without needing to invest in a full set-up.
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Complete a short form about your client journey and tools.
I review and audit everything — your workflows, tools, and touchpoints
You’ll receive a personalised video walkthrough with clear recommendations and suggestions you can implement on your own.
Along with a 30-minute handover call to answer any questions.
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“I just finished going through the True North audit and it is fabulous!! 😍 My Dubsado workflows are overdue a tidy up and refresh, so this audit is a great way to help me work through it all without going mad”
- Dominique, Dmarz Designs
02
Experience designStrategy Intensive
Investment: £750 | Timeline: 2 weeks | Done-with-you
You’ve outgrown your DIY setup. You know there’s a better way to run things. But the ‘how’ feels overwhelming.
This is an intensive, deep-dive strategy service where we audit, rebuild, and map out a client experience rooted in ease and scalable systems, regardless of what tools you use.
So that you can stop second-guessing your client experience — and start confidently delivering on your offer promise.
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A fully mapped out CX journey and workflows in a clear, visual format
Tool recommendations + confidence to use them well
Mapped-out workflows that you or your team can refer back to.
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The business owner who’s hit capacity and wants to learn how to provide a seamless experience to their clients before growing further.
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Fill out your pre-call questionnaire.
Hop on a 90-minute 1:1 design meeting where we’ll go over mapped-out workflows I’ve built and personalised for you, with email templates that fit each touchpoint.
2 weeks of support that includes a review of any 3 assets (your choice of form, proposal, canned emails)
A 30-minute wrap-up call.
With an optional upgrade to a done-for-you systems build.
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“It was SO GOOD! I was absolutely blown away by the client journey map. I am such a visual person, it was so easy to see how my clients would move through everything I had already set up. Doing the deep dive working through all the touch points, tweaking it to fit me and my vision.”
-Julie Klemens, Pinterest Manager
“I adore working with you, Harriet! So sleek, so professional, and always have the best suggestions to make each little step of a client's journey more engaging and exciting.- Jess Chambers, Toot Sweet Marketing
“I have SO MUCH MORE CONFIDENCE. Experts deserve experts in their corner, reviewing their plans and guiding each other, and I felt so well guided and excited by what we created.”- Loni Nelson - ImLo Studios
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Summit suiteDone-for-you strategy and implementation
Investment: Starts at £2500 | Timeline: 6-8 weeks | Done-for-you
You’re booked out, delivering incredible work, but your admin is taking control of your calendar. That’s why you’d much rather hand it off to someone who knows what they’re doing and loves creating it for her clients.
This is full-service strategy + implementation using tools like Dubsado, ClickUp and Zapier based on your business needs. Everything from client onboarding to final offboarding, handled.
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Full CX strategy (Experience Design included)
A done-for-you setup built with either:
Dubsado: with custom-designed proposals & forms, canned emails, and workflows.
Clickup: Complete delivery and back-end setup, with project delivery templates for each template.
Your choice of tools and automations through Dubsado, Zapier, Clickup.
A fully mapped out CX journey in a clear, visual format
30 days of post-handoff support
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Busy founders who want to stay in their creative zone — while I handle the behind-the-scenes magic.
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Fill out your in-depth onboarding questionnaire.
Hop on a 90-minute design meeting where we’ll map out the processes and workflows for your services.
I’ll work in the background, building and testing, as I create your workflows.
Then, you get to test out the magic for yourself with the handover. Something I’ll be testing along, with you.
But no room for overwhelm with a full month of support.
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“AMAZING. You have completely transformed my client experience into a seamless, smooth process (which is my entire brand) and I cannot thank you enough!”
- Mandy B Photography
“My Dubsado system has made life so much easier - no more manual tasks, chasing clients or scattered processes - everything is clear, easy to navigate and looks really sleek and professional for my clients. Can't believe I used to do all of this manually!”- Nysie Rush, Social Style Agency
“In a click of a button, I can set up a shiny new ClickUp board when I onboard a client and it'll keep me on track through every step of delivering that project. It's made delivering projects much smoother (and my ClickUp looks a heck of a lot cleaner than it used to).”- Tasmin Lofthouse,Fika Digital
Love notes from happy clients
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Love notes from happy clients ✷
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"From start to finish. I'm in awe of my new system"
"Harriet has been incredible and so quick to reply to every single query! Thank you so much for listening to me and creating a system that not only works so efficiently but also looks just like my brand!"
—Becy Stabler, Belle Art Photography
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"I had no idea what was available and at my disposal in terms of set up and organisation"
"Working with Harriet was eye-opening! She is truly a master of her craft, but also someone who is constantly learning and seeking to improve the services she offers.”
—Jen Evans, Liberty Lane Floral Design
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"It takes a fraction of the time I was spending to achieve the same personalised result."
"The automation is amazing. Harriet was also able to set up a whole ordering system to help with our additional sales which is such a bonus!!"
—Jade Taylor, Taylor Hughes Photography
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"You've understood my business, helped me automate my processes, and allowed me to save time and money"
"You make me feel less stressed by work because I don't feel like it's just me anymore."
—Hannah, Hannah Spicer Consulting
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"It has definitely improved efficiency"
“I LOVE CLICK UP! It has helped with general organisation and having that 'eye' over all the things we have going on. It has definitely improved efficiency and whilst we are still figuring it all out, I can see that it has saved us time and plenty of email traffic!”
—Liz Sourbutts, Annie’s Training Company
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"Experience Design gave me everything I needed to SEE my process for what it was, and how much more intuitive it could be."
“I also wasn't overwhelmed by what I needed to have in place to have it READY, y'know? I could just tweak and fill in a few of those pieces and then I was good to go!”
—Loni Nelson, Imlo Studios
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"It's made delivering projects so much smoother (and my ClickUp looks a heck of a lot cleaner than it used to)"
“My ClickUp boards were in a sorry state before working with Harriet... and that's coming from someone who prides herself on being super organised! Now, it's sooo much easier for me to start a new project. In a click of a button, I can onboard a client, and be able to keep track of all project deliverables.”
—Tasmin Lofthouse, Fika Digital
Case studiesYou’re going to have a few open-mouth, lightbulb moments in our calls.
Irrespective of how you choose to work with me, like these clients did.
THE FACE BEHIND HEO HQ & YOUR SYSTEMSHi, I’m Harriet!
Client Experience & Systems Strategist, equally excited by my everyday sea-dip and a workflow setup that saves you three hours a week.
I help service providers transform their client experience from eh, I’ll figure it out to smooth, seamless, and rave-worthy — all without adding more to your plate.
Because when your clients are paying thousands, they expect more than just great results. They expect a great experience.
And you deserve a system that delivers it. While also giving back your time, sanity, and evenings.
Frequently asked questions
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Trust me, you don’t have to be. That’s exactly where most of my clients are at, before they bring me on.
You’re the kind of person I’ve built this business to help. My job is to take what’s in your head and turn it into a clear, repeatable system. With no shame, all relief.
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Of course. My systems audit (True North) and CX strategy intensive (Experience Design) I can work with whatever tools you’re using. If you’re still in the process of figuring out your own systems, I can recommend both free and paid tools.
For custom builds, Dubsado is required. Not every client needs Clickup and other tools like Zapier, something we can map out in your discovery call.
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To get the full benefit of automation and custom workflows, you’ll need the paid versions of these tools.
I’ll guide you through what you need (and what you don’t) so you’re not overpaying.
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I’m a Certified Dubsado Specialist and ClickUp Expert. Other tools I love making use of to ease my clients’ business include Zapier, along with a few other project management tools.
The goal with a system build isn’t to stuff yours with as many tools and automations. It’s a build that makes sense for the way you run your business.
And yes, I’ll help you figure this out in your discovery call, if you’re not yet sure.
free welcome guideGet your clients onboarded in style — and feel like a total pro doing it.
If you’re not ready for a complete systems overhaul, let’s start with the first step of your client’s onboarding process.
An 11-page plug-and-play Canva template to match your voice, branding, and vibe. Complete with:
Copy guidelines for each page
A usage guide to incorporate your branding
Built to make sure your clients feel taken care of from Day one.
Start with an audit. Go all in with a build.
Or enquire now to book a discovery call and get clear on if and how your business will benefit.
Because your business is a marathon. And nobody runs a marathon without the right kind of support.
Connect with me on insta
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Connect with me on insta ✷
