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How to create a great customer experience with Taryn Rachelle

Are you creating an optimal customer experience for your clients? 

My guest this week is Taryn Rachelle. Taryn is a systems and client experience expert who helps 5-6 figure service providers elevate their clients’ experiences with them and create systemized processes that save them time! She specializes in Dubsado, Trello, Slack, and Zapier integrations.

There’s a lot of buzz in the online business world about having strategies, but do your systems support those strategies? Do your systems really support your customer journey, from leads to onboarding, all the way through to offboarding? I’m super excited about this episode because I don’t think client experience is talked about enough; we’re just kind of told, “make sure you have a good client experience!” without ever really being told how to do that.

In this jam-packed episode, we’re really breaking down the full client experience from the time they become a lead to the time that you offboard, and what that relationship should look like, even beyond the offboarding. Taryn and I are going over everything you need to know to give your customers an amazing client experience through solid, locked-in systems. If you’ve been thinking about using Dubsado as a CRM, or Trello for project management, Taryn is your girl! Since referrals can be the lifeblood of your business, we also talk about how you can network with the right people whose business complements yours to boost your referrals. 

Grab your cup of coffee and join us as we talk about:

  • Hiring a VA: how do you know who to hire?
  • What makes a great client experience?
  • Pros and Cons: Dubsado, Trello, and more
  • How to create seamless onboarding and offboarding processes


When was the last time you did a complete systems overhaul? After listening to this episode, are you ready to improve your customer experience?

March 22, 2022

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