I will map your client journey and write executive sops

R
rawrealdeal
R
rawrealdeal
Raw Real Deal
map your client journey and write executive sops
Full Screen
map your client journey and write executive sops
Full Screen
Full Screen
map your client journey and write executive sopsmap your client journey and write executive sopsmap your client journey and write executive sops

About this gig

Why Choose Raw Real Deal:

Raw Real Deal completely transformed our client operations. By standardizing our intake and account workflows across 40+ active monthly clients and 2530 weekly intakes ($2k$25k scope), we eliminated onboarding friction and drove a 15% increase in repeat business and referrals.


What Is Included:


  • Journey Mapping: Visual touchpoint blueprints from intake to VIP retention.
  • Executive SOPs: Standard operating procedures with role routing and decision trees.
  • Bottleneck Analysis: Pinpointing churn risks, delay triggers, and operational gaps.
  • Handoff Documentation: Clear protocols to ensure seamless internal team execution.


Note: Please message me with your team size and core workflow before ordering.

  • AI growth tools

    • Make.com
    • Zapier

Get to know Raw Real Deal

Raw Real Deal

White glove client operations and VIP relations for high ticket brands

  • FromUnited States
  • Member sinceAug 2026
  • Avg. response time1 hour

  • Languages

    English
Ex-Big 4 & Morgan Stanley Specialist | High-Touch Client Operations I help boutique businesses, wealth managers, and agencies deliver white-glove client experiences that drive retention and revenue. I combine institutional accuracy with high-touch support to streamline operations. Offered: VIP Client Relations: High-stakes inquiry management with 100% compliance. Client Onboarding: High-converting intake workflows for $2k–$25k services. CRM Audits & SOPs: Salesforce data cleanup & client journey optimization. Email and Chat Support Let's build a world-class customer experience together!

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