The ClientBloom Installation
Consulting for everything that happens after the sale.
We train your team. We build your systems. We configure the AI platform. In 30 days, the Exceptional Experience System is installed in your business and your team is running it.
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
Most service businesses lose a quarter of their clients every year, because everything that happens after the sale was never engineered. It is held together by spreadsheets, gut instinct, and goodwill. We replace that with a designed system.
What we install
Six disciplines, delivered as one Installation
Each is a component of the 30-day 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
Installation
The Client Experience Operating System.Installed in 30 days. Then run by your team.
Week 01
Diagnostic
Our team audits your stack, maps how clients move through your business, and identifies where your client experience breaks. We learn before we build.
Deliverable
Client Experience Audit and prioritized action plan
Week 02
Foundation
We connect your existing tools into one source of truth, configure the platform around your operation, and tune the Business Intelligence Agent baselines to your client mix.
Deliverable
Working platform with your real data flowing
Week 03
Playbooks
We build the bespoke playbooks your business actually runs on. Custom onboarding sequences, ascension triggers, and retention protocols tuned to your client signals.
Deliverable
Custom playbooks documented and live in the system
Week 04
Activation
We train your team, walk them through real client scenarios, and hand off the operation. By day 30 your team runs the methodology, not us.
Deliverable
Activated team running the system independently
What You Walk Away With
Every client. Every signal. Every renewal.Surfaced in real time.
An intelligence system that monitors what matters and surfaces what needs your attention.
A working client experience operating system tuned to your business
Every existing tool connected into one source of truth
Custom onboarding, ascension, and retention playbooks
A team trained on both the methodology and the platform
The Business Intelligence Agent calibrated to your specific client baselines
The Exceptional Experience methodology documented for your operation
Multiple engagement options, based on 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 core Installation runs 30 days, four focused weeks from diagnostic to activation.
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.
Do we have to buy the software?
The ClientBloom platform is what runs the system after the Installation. We configure it to your business during the engagement, so your team has a working operating system on day 30.
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 30 days?
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.
Book a 15-minute discovery call. We will look at your business together and map whether the Installation is the right next step.