If your business feels like it's working but still harder than it should, the problem may not be your marketing. It may be that your client journey is unfinished. In this final episode of the Client Journey series, Lori Lyons walks through a real client case study to show how even successful businesses quietly leak revenue, confidence, and energy when clients finish and disappear.

You'll meet Deb, a highly experienced health coach earning solid income but constantly feeling like she had to start over. By breaking down each stage of Deb's client journey, from discovery through referral, Lori reveals where retention breaks down and how small, intentional shifts can stabilize revenue without adding more work.

This episode is about clarity, not hustle. You'll learn why retention matters more than reach, how to design a journey that naturally leads clients forward, and how a finished client journey creates steadier growth and more freedom for midlife business owners.

What You'll Learn

• Retention matters more than reach. A finished client journey stabilizes revenue faster than more visibility ever will.
• Results without context feel final. Clients continue when they understand the next phase before the current one ends.
• Most businesses aren't broken. They're unfinished. Fixing the journey is often simpler than adding more marketing.

Schedule your Profitable Path Blueprint call. If you're considering working together and want to see if it's a fit, book a Profitable Path Blueprint Call. It's a simple, no-pressure conversation to decide whether working together makes sense.

Resources:

Click HERE to receive your free gift - Get Clients to Say "YES!" The Ultimate Social Proof Checklist Every Business Needs to Build Trust and Boost Sales

Join Lori's private Facebook group - The Midlife Business Academy. A Facebook group for The Typewriter Generation! A community to share business growth strategies that work for us! Join now!

Connect with Lori Follow me on social media - grab other free resources of book a call - it's all right here!

You don't need more leads. You need a business that stops resetting itself every few months. In this episode, Lori breaks down the final two stages of the client journey, Refer and Return, where real momentum and sustainability are built.

Referrals are not about luck or asking harder. They are created through clear results, a strong client experience, and giving clients the language to talk about what you do. Lori explains why even happy clients often do not refer, how testimonials support referrals, and why both are essential for shortening your sales cycle.

You will also learn why most clients do not return, not because they are unhappy, but because they do not know what comes next. By intentionally seeding the next step and staying visible without selling, you can turn one-time clients into long-term relationships and predictable growth.

• Why referrals must be designed, not hoped for

• How testimonials and referrals work together to build trust faster

• How to create a clear next step so clients return instead of disappearing

Schedule your Profitable Path Blueprint call. If you're considering working together and want to see if it's a fit, book a Profitable Path Blueprint Call. It's a simple, no-pressure conversation to decide whether working together makes sense.

Resources:

Click HERE to receive your free gift - Get Clients to Say "YES!" The Ultimate Social Proof Checklist Every Business Needs to Build Trust and Boost Sales

Join Lori's private Facebook group - The Midlife Business Academy. A Facebook group for The Typewriter Generation! A community to share business growth strategies that work for us! Join now!

Connect with Lori Follow me on social media - grab other free resources of book a call - it's all right here!

Most businesses don't stall before the sale, they stall after it. In today's episode, Lori continues the Client Journey Series with two stages that determine whether trust strengthens or disappears: Convert and Experience. Convert is not about convincing someone to buy. It's about stabilizing the decision, setting clear expectations, and helping a new client feel steady enough to move forward without second-guessing.

Then Lori breaks down why Experience is not what you deliver, it's how your clients feel while working with you. When communication is clear and progress is acknowledged, clients feel safe, confident, and capable. When it's not, even strong results can feel disappointing. You'll also hear how these stages shift across the four business phases (Figure It Out, Work It Out, Rock It Out, Boss It Out) so you can design a process that creates momentum, referrals, and repeat business.

• How to turn the post-sale moment into a trust-building orientation that prevents hesitation and drop-off

• How to design a client experience that reduces friction and increases retention and referrals

• How Convert and Experience should evolve based on your current stage of business growth

Schedule your Profitable Path Blueprint call. If you're considering working together and want to see if it's a fit, book a Profitable Path Blueprint Call. It's a simple, no-pressure conversation to decide whether working together makes sense.

Resources:

Click HERE to receive your free gift - Get Clients to Say "YES!" The Ultimate Social Proof Checklist Every Business Needs to Build Trust and Boost Sales

Join Lori's private Facebook group - The Midlife Business Academy. A Facebook group for The Typewriter Generation! A community to share business growth strategies that work for us! Join now!

Connect with Lori Follow me on social media - grab other free resources of book a call - it's all right here!