She Calls Her Shots Podcast

Ep. 074: Creating the best onboarding & offboarding for clients w/ Devin Lee

September 6, 2022

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"Listening to Krista invite us all in to join her in growing together, dreaming bigger together, and face our fears and breaking through together has me doing a major happy dance over here. This is just the kind of enthusiasm, encouragement, and real talk about real challenges and hopeful inspiration I think anyone who wants to create a meaningful and exciting life and career needs. Thank you for creating this! ❤️" - Dara P.


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Did you know that the BEST way to book new clients is to create incredible client experiences for the ones you have now?? Honestly,  client onboarding and offboarding is something that often gets overlooked, but it’s one of the things that can make the biggest impact around your growth.

In today’s episode, Devin and I are talking through not only how you can optimize your onboarding and offboarding experience, but she’s also sharing tactical ways around how you can improve your overall client journey.

Devin is a Certified Online Business Manager & Dubsado Specialist and she specializes in helping entrepreneurs perfect their client journey and get their time and energy back by putting their business on autopilot.

Devin is also your go-to high-energy hype woman who’ll bring a calm oasis to your growing business – and honestly, who doesn’t need someone like that in their life!?

No matter what point you’re at in your business — you’ll want to listen in!

Links from the episode:
Books Devin loves: Essentialism by Greg Mckeown & Book Yourself Solid by Michael Port
Connect with Devin on Instagram
Snag her free elevated client journey workbook on her website

P.S. If you haven’t yet left a review for the podcast, I’d be honored if you took a few minutes to write one up for Apple Podcasts!

I’d love to connect with you!


Join me for my exclusive FREE video workshop — Planning For Profit!

The training for small business owners & creative entrepreneurs that are ready to create a thriving, profit-focused business! 🥳

Inside the workshop we’ll be covering:

Mindset Strategies

  • Overcoming limiting beliefs & understanding how they’re holding us back from earning more money
  • Overcoming our perfectionism & people pleasing tendencies
  • Identifying your values and creating alignment with your goals
  • Powerful thinking & visualization strategies to put you in the mindset of a profitable business owner

Financial Strategies

  • Defining your money story & getting clear on any money blocks
  • Understanding your numbers (what you need to go full-time/take your business to the next level)
  • The profit first method and how to start implementing it in your business
  • Successful money habits

Business Strategies

  • Ditching the busy work
  • Powerful content creation
  • Marketing & selling strategies
  • Creating an irresistible brand
  • Streamlining your systems

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