Client service journey
Configure this interactive client service journey worksheet with 4 focused prompts. Create a Coachful account to view, copy and download your summary.
Capture moments in order. Add when they happened, what changed and what you learned. Include only the details you want to discuss; leave any part you prefer not to share blank.
1. Event or experience
What happened? Describe the event factually, as a camera would record it.
2. Expectations
What do you expect from this? Write it plainly, including what you expect of yourself.
3. Perception
How is this perceived? Describe how you see it and how others might see it differently.
4. Adjustment
What would you change next time, given what you now know? Name one adjustment you will actually make.
Create a Coachful account to view, copy and download your summary.
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