Fix Customer Experience Gaps That Impact Your Retention, Referrals, and Revenue
Success audit & Strategy session
You’re great at getting customers in the door, but keeping them? That’s another story. If retention, referrals, or upsells feel like a struggle, this session will uncover what’s holding you back—and give you a clear plan to fix it.
successful clients = more sales
Your customer experience isn’t just about making people happy—it’s about ensuring they see, feel, and measure the return on their investment in your product or service.
If customers aren’t buying again, upgrading, referring, or leaving positive reviews, they may not be experiencing the value you promised them. This session is designed to audit, analyze, and create a customized action plan to remove friction points, optimize engagement, and ensure customers stick around—and spend more.
This is not just a conversation—it’s a strategic working session that gives you a clear, detailed roadmap to increase client retention, referrals, and revenue.
This was
made for you
This session is perfect for service-based businesses, online educators, coaches, consultants, membership communities, and digital product creators who:
✔ Struggle with customer retention or engagement drop-off after an initial purchase.
✔ Have happy clients but aren’t seeing repeat sales, upsells, or referrals.
✔ Want to ensure clients see tangible ROI and real-world success from their purchase.
✔ Feel like their client experience could be stronger but aren’t sure where to start.
✔ Need a fresh, expert perspective on onboarding, renewals, community engagement, or support.
How it works:
Step 1: Fill out the pre-call form
After booking you'll receive a pre-call questionnaire providing insights into your business and select 1-3 areas where you need clarity and/or upgrades. If your not sure, you can select “general” and we'll discuss further.
Step 2: We have ouR 90-min session
Together we'll jump on a call and deep dive into your chosen focus areas to see where customers may struggle to see ROI, run intro friction points, and identify both quick fixes and longer-term solutions to boost retention and revenue.
Step 3: receive your success plan
You’ll receive a detailed Notion document with key issues, tailored recommendations, and step-by-step solutions to enhance client experience, retention, and visibility for repeat business and referrals. (and the call summary of course)
you'll be amazed at what we uncover just in the first 20 minutes …
at least that's what clients say
And if you're wondering what those focus areas are, look no further …
General Audit
A full-spectrum review of your customer journey to identify where customers lose momentum.
Onboarding
Ensure new customers feel confident, engaged, and start seeing value immediately.
Renewals & Upsells
Fix retention issues, optimize upsells, and make renewing a natural decision.
Private Community AdvisinG
Strengthen member retention, engagement, and monetization strategies.
Support Systems
Improve ticketing, chatbots, FAQs, and customer support for faster, better responses.
Feedback Flows
Make it easy to collect client success stories, testimonials, and reviews that drive sales.
Hiring & SOPs
Develop documented processes for team efficiency and consistent client experience.
Client Success & ROI Visibility
Ensure customers see tangible results from their purchase, understand their progress, and feel the full value of your offer.
Metrics & Data Tracking
Define, track, and leverage customer success KPIs that impact revenue.
Affiliates & Referrals
Turn satisfied clients into enthusiastic brand advocates with referral incentives.
Customer Journeys + Segmenting
Map out and refine the entire customer experience from first interaction to long-term loyalty, identifying where clients get stuck, disengage, or lose interest.
Ready for clients that rave about your offers ?
$575
This investment is designed to help you retain more customers, increase lifetime value, and turn satisfied buyers into your biggest growth engine.
$575
Warning - Success Sessions May Cause:
A sudden influx of repeat buyers who actually enjoy spending more money with you.
A mysterious disappearance of customer churn, leaving behind only loyal fans.
A spike in unsolicited referrals as if your customers suddenly became your marketing team.
drastic improvement in positive reviews, making you wonder why you doubted yourself.
Higher conversion on renewals & upsells, because saying yes feels natural to clients.
Take it from my clients
“ I did not want the session to end! There were many AHA's in my tie with Natalie! Several concept offerings came to life like: office hours offering, super VIP's to create a next level experience, invitation only groups. She also talked aobut post sale life aspects to drill down on like customer segmentation & creating client health dashboards. We also discussed what an additional program offering for alumni might include.”
—Dina Finta
“ Natalie is clearly a pro with endless ideas and a honed perspective. I finally feel confident in the platform I've chosen to host my community and the amount of direct involvement I'll have after the initial creation. Rather than copying someone else's model, I feel much more aligned with my OWN client experience, community tiers and business goals. I have a strategy and a starting point at last, which is very exciting! ”
—Kimberly Hawkey
faq
Is this for all business owners?
While customer experience is an essential part of all businesses, you're a great fit if all or part of your business depends on subscriptions or repeat contracts.
WHAT IF MY focus area ISN'T LISTED ABOVE?
Email me at [email protected] or DM @perfectyourcx with what concerns you need help with BEFORE booking, and I'll let you know if this is the right service for you.
WHAT IF I NEED TO RESCHEDULE?
To reschedule calls please email [email protected] no less than 48 hours to make changed to your call time. All terms and conditions can be found here.
WHAT IF I HAVE MULTIPLE ISSUES?
These sessions are designed to tackle no more than 1-2 areas at a time, if you have multiple areas you want advisory in you can purchase more than 1 session. If you plan on purchasing 3 or more, please contact me for a discount.
WHAT IF I HAVEN'T MADE ANY SALES YET?
First of all, I love that you're thinking about your post-sale plan already, you know it's going to happen. Before booking this make sure you have at least interested clients or have received feedback on what you are selling. If you don't have an interested audience, this may not be best.
Meet your Consultant/
coffee addict/
karaoke aficionado
Natalie Madrigal
Hello, hello -
I'm Natalie, and I want you to make money 😁
I’m a customer experience consultant with over 10 years of client retention expertise with places like Google and Meta under my belt. I’ve learned from the big guys - that small business owners need repeat clients to sustain their business.
That’s why I started Perfect Your CX.
From building and scaling communities from scratch to helping billion dollar companies increase retention and lifetime value, I've seen what investing in post-sale processes and strategies can do for a business.
My mission is to take what already works from some of the world's most successful companies, and bring it to the female service-based business owners with those big-ass revenue goals.
CX is WHAT I DO , and I want to bring the best of the best to creatives, coaches, educators and service-providers across the world.
You made it down here so it's meant to be. Make your clients see all the success and growth you provide and let your profits increase without needing to find new customers.