Close More Leads
Join the 30-minute live training and Q&A session on the exact steps I used AI to grow my client’s income and create an amazing experience for their clients and customers.
The workshop starts on May. 28th at 11am Central (12pm Eastern)
What you’ll learn
Common Customer Experience issues businesses face in this current environment
Map out your customer experience makes it easier to deploy improvements
Where AI can support you to improve your customer support so you are closing more leads
The Lighthouse Framework to find gaps in your Customer Experience (CX) and close them
How to develop communication systems that help employees with their customer care
Training AI to improve your customer experience
“I felt confused and Karl helped me get clear on my next steps. I would recommend it to anyone looking to find solutions to a particular systems problem they are having in their business. I was stressed out and feeling overwhelmed by creating content. A lot of the work I do ends up being either automatic or not-clearly-stated, and so having him articulate the specifics and then visualize it was incredibly helpful! Karl helped me map out my content creation process. It was WILDLY helpful – even calling out my previous process so clearly is such a jarring wake up call to why I’m frustrated.
Karl is world-class at listening and tying goals, systems and psychology into a solution that unlocks progress.” – Justin Khanna
“I felt stuck with my team and I wasn’t sure what direction to go in next. Karl helped me understand what makes my team members tick so that I could help them create systems that utilized their strengths and navigated their weaknesses. We improved our systems communication so we felt more supported, and my team was so much happier and more productive.” – Jason Wehrung
“Calm. Hopeful. Excited. Because we came up with some creative systems that had a whole different energy, saving us time and energy. I had another “situation” with the team this morning but I was able to step back (after a few minutes) and regroup. We brought the conversation back to improving our systems.” – Cheryl Dolan MIT Sloan School of Management
Why you don’t want to miss this.
You’ll learn what’s working in 2026 for HVAC and service businesses and…
Integrating AI into your Customer Experience Systems
My customer assessment helps you find gaps in your customer experience
How to document your customer experience
Why employee feedback improves the customer experience, team culture and saves you money each month
How developing a roadmap makes it easier to say “Yes” to the value drivers
If you only learned a fraction of my model, you’d be way ahead of other service businesses who waste all of their time fixing the wrong things.
A lot of companies want to improve their client experience but never create the right systems to support their improvements, leaving money on the table and wondering why growth stalls. I design simple, human-centered systems that turn the customer experience into a referral engine, so you can fix friction points before they become expensive problems and build a customer experience that naturally fuels growth.
Do you want to grow your business with referrals?
Developing processes that fit you and your team’s personality is vital to growing your business.
Get More Referrals
Are you trying to encourage your customers to refer you to their friends, colleagues, and family?
Be More Efficient
Do you have a great team, but want to improve your processes?
Remove Team Blockages
Do you use AI in your operations, but for some reason, your systems aren’t working well?
Grow Your Business
Most business owners chase new customers while overlooking their biggest growth opportunity: the customers they already have. When you design a customer experience that delights your customers, you create a flywheel of referrals. It starts with uncovering the friction points costing you repeat business, referrals, and revenue. I help you build simple loops that turn customer insights into systematic improvements—so you’re not just fixing problems, you’re creating a customer experience that naturally drives growth, retention, and word-of-mouth that brings qualified buyers to your door.
A great client experience generates referrals.
March. 26th at 11am central (12pm eastern)