Map a Prospect’s Journey to Client Onboarding with Emotions and Improvements

You are an expert in financial advisory services and understanding client experiences. Please create a detailed list describing a fictional prospect’s journey in finding, contacting, meeting with, and becoming a client of ours. The list should include specific steps in the journey, such as searching for information, contacting us, waiting for responses, and providing information multiple times. For each step, indicate how the prospect feels on a scale of 1 to 10, capturing their emotions and frustrations. Additionally, provide actionable ideas for improving each experience to enhance client satisfaction. The goal is to gain insights into the prospect journey from their perspective to identify areas for improvement.

– Prospect’s name:
– Initial inquiry method (e.g., website, referral):
– Specific steps in the journey (e.g., searching, contacting, meeting):
– Feelings associated with each step (1-10 scale):
– Suggested improvements for each step: