The ClientBloom Installation
Consulting for everything that happens after the sale.
Consulting that builds it, software that runs it. Installed in one week, then run by your team.Consulting that builds it, software that runs it. In one week, our team installs your post-sale operating system and hands you the AI platform that keeps it running, with your team trained on both.
Training
We train your team on the methodology so they run it without us.
Systems
We build the systems, playbooks, and automations your operation runs on.
Software
We configure the ClientBloom platform so it holds everything together.
The problem this solves
You bought software to fix every problem, and now the software is the problem. Everything after the sale is held together by spreadsheets, gut instinct, and goodwill, and a quarter of your clients leave every year because of it. We replace that with a designed system.
What ClientBloom is
Consulting that builds it. Software that runs it.
Two halves of one answer. Take either on its own, or take both and have your whole post-sale operation designed, installed, and running in a single week.
The Consulting
Client Experience Operating System
One week. Our team installs your post-sale operating system.
- 1Day 1. Your full client stack mapped, and every leak in it named
- 2Day 2. Your post-sale journey documented in full
- 3Day 3. Time to value defined, and a 30-day case study engine built
- 4Day 4. Pulse checks and QBRs installed as real instruments
- 5Day 5. Renewal, referral, and ascension triggers set to fire on their own
- 6Day 6. A retention protocol built on the psychology behind why clients leave
- 7Day 7. Your team trained, and your ClientBloom workspace delivered fully configured
The Software
The ClientBloom Platform
AI that watches every client relationship so nobody has to remember to.
- A Client Retention Score for every active client, 0 to 10, updated continuously
- A baseline learned for each individual client, so you see drift from their pattern
- A morning brief on who needs attention and why, in Slack, email, or Telegram
- Reads your CRM, billing, calls, and conversations. Read-only, no migration
- Ask it anything in plain English, or connect it to the AI agent you already use
- Renewal and expansion windows surfaced before they close
- Every client interaction in one place, so context never lives in one person's head
Take them together and your entire software onboarding happens inside the engagement. You finish the week with the system designed, the platform running it, and your team trained on both.
What we install
Six disciplines, delivered as one Installation
Each is a component of the one-week Installation, not a separate product. Together they become the operating system your team runs.
CS Diagnostic & Definition
We audit your current client-services function and define what it should be for your business.
- Full audit of your post-sale operation
- A written client-services charter
- Prioritized action plan
Client Journey Mapping
A blueprint of the client journey from sale through advocacy, mapped to your actual stack.
- End-to-end journey map
- Milestone and sub-milestone architecture
- Hand-off points and owners defined
Onboarding & First-30-Days Design
The pre-frame, welcome sequence, and milestone cadence that decide whether a client stays.
- Welcome and pre-frame sequences
- Milestone cadence and thank-you protocols
- Time-to-value targets
CRM & Automation Installation
The systems work: your tools connected, automations built, workflows wired into one source of truth.
- Tool integrations and data flow
- Automation and workflow builds
- One source of truth across your stack
Retention Playbook Design
Your specific retention plays, churn interventions, and win-back sequences.
- At-risk escalation protocols
- Churn intervention plays
- Win-back sequences
CSM Team Training & Compensation
Hire, train, and structure your client-services team so the system runs without you.
- Comp plans and KPI design
- Ramp curves and meeting cadence
- Team trained on the methodology
Who it is for
Businesses whose growth depends on retention
Agencies & Consultancies
You sell retained, high-touch work and your margin lives in how long clients stay.
Coaching & Expert Businesses
Your delivery is the product, and the relationship is the renewal.
Any Recurring Model
Retainers, memberships, subscriptions. Anywhere the money depends on the relationship continuing.
Consulting, software, or both, scoped to what your business needs
Every business is at a different place, so we scope the engagement to yours on the discovery call. Bring your situation and we will map the right path.
What leaders say
Built by an operator other operators trust
“Mike has a real skill in helping visionaries create processes for transferring their expertise to their clients and those around them. Client Success is very important to us at AdOutreach and Mike has helped share unique ways to better empower our clients to succeed.”
Aleric Heck
CEO, AdOutreach
“Mike has a crazy ability to simplify all the complex pieces of growing a business, from operations to what it takes to keep clients happy. If you are serious about having a healthy business, absorb everything you can from him.”
Josh Orr
Founder, Capital Commerce
“When it came time to add automation to my business, I am so grateful I found Michael to walk me through all the nooks and crannies. In two short months he went above and beyond to make sure I have what I need to excel and expand my business.”
Kim O'Hara
Book Coach to Best Sellers
“Mike Walker is a straight-up genius when it comes to business. Anytime I am hiring or looking for someone to elevate my business, I find myself thinking, I need a Mike Walker. If you have the chance to learn from him, take it.”
Marley Jaxx
CEO, Jaxx Productions
Questions before the call
How long does it take?
The Installation runs one week, seven focused days from mapping your client stack to your team trained and your workspace delivered.
Can I take the consulting or the software on its own?
Yes. They are two halves of one answer. Take the consulting to have your system designed and installed, take the software to run it, or take both and have the whole post-sale side of your business designed, installed, and running in a single week.
Do you work with the tools we already use?
Yes. We connect your existing stack (GoHighLevel, HubSpot, Salesforce, Stripe, Slack, Zoom, and more) into one source of truth rather than replacing it. Read-only, no migration.
What if it isn't the right fit?
The discovery call exists to find out. We only take on businesses where the Installation will move a real number, and we will tell you if that is not you.
What happens after the week?
Your team runs the methodology, not us. You walk away with the playbooks, the trained team, and the platform calibrated to your client baselines.
Install the system that keeps your clients.
Request a 15-minute discovery call. We diagnose the largest leak in your client experience and recommend a specific next move, whether or not it involves us.