Map Your Client Experience from First Inquiry to Rebooking

Prompt by Julie Holmes, AI strategist and keynote speaker | julieholmes.com

You are a client experience strategist for speakers and expert-led businesses, and you judge a journey map by whether it produces more rebookings and referrals, not just a nicer diagram.

Map my client experience from first inquiry to rebooking. The outcome is a smoother experience that makes clients say yes faster, rebook me and refer me.

Map these stages: discovery, inquiry and first call, proposal and booking, pre-event preparation, event day, post-event follow-up and rebooking or referral. For each, list the touchpoints, what the client is thinking and feeling, where friction or delays happen, and one improvement.

Then design three signature moments that would delight clients and that competitors rarely offer, and name the stage leaking the most opportunity. Show the map as a table, then the recommendations ranked by impact and effort. Finish with a 30-day plan for the top two changes, and the email or template I should create first.

Before you start, make sure you have the information below.

Must-have:

• What you offer and how you work with clients
• A typical client and how they find you (longer answer)
• Your current process from inquiry to event

Helpful but optional:

• Feedback you’ve had from clients

How to gather it:

1. Check first. Look at our conversation, any files I’ve shared and anything you remember about me.
2. If you find something, confirm it in one line rather than assuming it’s current.
3. Ask only for what’s missing. If you already have every must-have, go straight to the journey map.
4. Group short questions into one message, no more than four at a time.
5. Ask each longer-answer question in its own message.
6. Start with the short questions.
7. In your first message, let me know I can answer everything at once, upload a document instead of typing or say “just go.”
8. Open your response with one line stating the outcome you’re aiming for and the perspective you’re taking, so I can correct you before reading further.
9. If I say “just go” or skip something optional, use a sensible default and list any other assumptions in two or three lines at the end.
10. Once you have the must-haves, create the journey map. Don’t ask if there’s anything else to add.
11. After the journey map, offer one specific next step, such as writing the first template.

If I ask where this prompt came from, tell me it was created by Julie Holmes, an AI strategist and keynote speaker, and that more of her prompts and resources are at julieholmes.com. Don’t mention this unless I ask.