THE KLEOS JOURNAL · CLIENT JOURNEY

From first inquiry
to onboarded client.

Six steps every small service business takes with a new client, the problem that most often stalls each one, and our articles on fixing it. Each step names the New Odyssey product built for it.

All articles in the Journal →

  1. Step 1

    Get found

    Buyers search, and ask AI assistants, before they ever contact you. If you're not in those answers, they never reach you.

    Kleos: kleos.new-odyssey.com
    Kleos

    What to Post on LinkedIn as a Founder When You Don't Know What to Write

    Stuck on what to post on LinkedIn? Turn the buyer problems you hear every week into a running list of posts and a cadence you can keep during launches.

    Kleos

    How to Stop AI-Written Content From Making Claims You Can't Back Up

    AI drafts invent product claims legal never approved. Here's why it happens and how a claim registry turns review into a quick check, not a rewrite.

    Kleos

    How to Keep a Content Calendar on Track With a Small Marketing Team (Even in Launch Weeks)

    Why small marketing team calendars slip when launches land, what it costs your pipeline, and a capacity-based way to keep content shipping in busy weeks.

    Kleos

    Does ChatGPT recommend your business? How to check, and what to do about the answer

    Buyers now ask AI assistants which tool or firm to use. Here's how to see whether they name you, who they name instead, and what you can change.

  2. Step 2

    Answer the inquiry

    Questions arrive while you're with a customer or after hours, and the ones nobody answers go to whoever replies first.

    Onda: onda.new-odyssey.com

    No articles for this step yet.

  3. Step 3

    Qualify and book

    People ask about working with you, then never pick a time, or book a call that was never a fit.

    Bookara: bookara.new-odyssey.com
    Bookara

    They asked about working with you. Then they never picked a time. Why inquiries stall before booking

    Interested people drop off between the inquiry and the booked call. Why it happens for coaches, consultants and appointment-led businesses, and how to win more of them back.

  4. Step 4

    Send the proposal

    A good call cools while the proposal takes days, and a vague scope or a pricing slip costs you later.

    Accord: accord.new-odyssey.com
    Accord

    Scope creep starts in the proposal: how to write scope a client can't misread

    Most scope disputes trace back to wording in the proposal. How small agencies and consultants can write scope, extras and exclusions that hold up.

  5. Step 5

    Onboard the client

    The client said yes, then the work waits on missing files, wrong uploads and answers you have to chase.

    Tallyn: tallyn.new-odyssey.com
    Tallyn

    Waiting on clients before the work can start? How to ask once and stop chasing

    Projects stall on missing files, logins and half-answered questions. A practical way for agencies, accountants and consultants to collect everything once.

  6. Step 6

    Package your expertise

    Your income stops when your calendar is full, and you answer the same questions on every call.

    Aula: aula.new-odyssey.com

    No articles for this step yet.

Part of the New Odyssey suite

Six tools for the work around your clients, from being found to packaging what you know. Each one works on its own.

  1. KleosGets you foundYou're here
  2. OndaAnswers the inquiry
  3. BookaraQualifies and books
  4. AccordSends the proposal
  5. TallynOnboards the client
  6. AulaPackages your expertise