THE SMALL WINS COMPANY
Onboarding Diagnostic & Moments That Matter
Creating a 5-Star Client Experience
PART 1 · DIAGNOSTIC
PART 2 · JOURNEY MAP
PART 3 · MOMENTS THAT MATTER
BUILD · YOUR EMAIL
PART 1
Your Onboarding Diagnostic
Rate yourself honestly across each statement. Circle your score from 1 (not at all) to 5 (completely nailed it). This is just for you.
Statement
1
2
3
4
5
Notes
YOUR TOTAL SCORE
—
out of 35
SCORE GUIDE
28–35 · Strong foundation
18–27 · Good spots, clear gaps
Below 18 · Start here
YOUR BIGGEST GAP
Score above to see your gap
Score all 7 statements to continue
Next: Journey Map →