The most effective marketing comes from putting yourself in your potential client’s shoes and speaking directly to their needs, but once they express interest in becoming a client, what happens then? How do you deliver the products and services they need while maximizing their overall experience? This week, episode 111 of The Positively Living Podcast is about how to create an effective and fun client journey!

In this episode of the Positively Living Podcast, my guest Devin Lee shares the importance of leaving a lasting impression on your client through the client journey and offers actionable steps you can take right now to simplify and streamline your client journey to benefit everyone involved. 

Devin and I cover the following topics:

  • Why having a streamlined client journey is so important. 
  • The ways in which perfecting your client journey benefits both the client as well as yourself. 
  • How sharing the right information at the right time affects client perception and patience.
  • Using automation as the game changer to reclaim your time, energy, and money.
  • The 3 steps you need to take to help you design the most effective client journey (and you may already be doing them!)

The best client journey is one that leaves them feeling even better than when they first arrived.

Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me!  And don’t forget to follow, rate, and review the podcast and tell me your key takeaways!

Learn more about Positively Living and Lisa at

If you’re ready to reduce stress and overwhelm by doing less, yet still achieving more, I invite you to join me for a Strategy Session: a heart-opening, mind-expanding, goal-setting session that gives you the clarity needed to determine your best steps forward. Go to and use the promo code PODCAST for a special listener discount.


Elevated Customer Journey Workbook








Work with Lisa! 

Buy Lisa a coffee!


Essentialism by Greg McKeown

Episode 95: Streamlining Your Workflow with Melissa Morris

Hyperbole and a Half


Acuity Scheduling

Dance Song Playlist Volume 1, Volume 2, Volume 3

Music by Ian and Jeff Zawrotny

Start your own podcast with Buzzsprout!

Productivity Plan Session $497


When you’re overwhelmed by your “to dos”, not getting to your “want to dos”, and not sure what to do next, this is where you start.

We’ll explore your personality, values, and challenges in order to create a plan with purpose and jumpstart your productivity!

Positively Living Membership Community $27/month ($270/year)

The Positively Living Membership Community offers you a dedicated space where you can take action, offer and receive group support, stay accountable, and explore your best productivity approaches. As a member you’ll receive community support, access to exclusive content (guest Q&As, mini training) and accountability to take action through guided virtual co-working sessions

Personalized Productivity VIP Day  $1297

Are you ready to start fresh with a productivity approach just for YOU? In this half-day intensive we’ll sort through it all and come out with more than just a plan, you’ll have a personalized process including an optimized Calendar Design and Time Management Process  and a customized Weekly Task Template and Master Task List.

Accountability Package $427/month

Connect, update, strategize, and take action! Twice-a-month check-ins give you time to get things done while encouraging you to stay accountable and helping you stay on track. Includes a quarterly strategy session for goal setting and design.

Virtual Organizing Package $397

Virtual Organizing is an effective way to get help when you need it while saving time and money doing the work you are able on your own.

This package includes three (3) 45-minute virtual sessions and a follow up. 


Virtual organizing is the right choice for you are familiar with technology (sending/receiving photos, meeting via video chat) and are able to lift and move the items you want to organize.