Client Success Portfolio
This portfolio demonstrates my strategic approach using Jobs-to-be-Done frameworks, funnel economics, and process flywheels — including a proactive audit for a pressure washing business and real client-save case studies.
Senior Client Success Operator
Leah Knipe
Disciplines
Proactive Audits · Revenue Growth · Client Retention
Proactive Audits · Revenue Growth
Client Retention
Project Duration
1 Week
KleenView
Pressure Washing Service
Client
Success
Portfolio
Strategic Account Ownership • Retention • Revenue Growth
Senior Client Success Operator
Client-facing operator with a proven track record of owning full books of accounts, diagnosing performance issues through root-cause analysis, driving Net Revenue Retention, and building scalable systems.
/5.0
Reviews by 151 users worldwide
Proactive
Audit
Audit Overview & Jobs-to-be-Done Analysis
Key Insights from Current Profile Strength Report
Overview
Strong review foundation: 5.0 stars with 148 reviews and high positive sentiment (Sentiment Strength 7.00)
Content Strength is the weakest area (3.33/10) — limited keyword optimization in description and services
Good on-page structure (7.64/10) but missing attributes and richer description content
Very low traffic metrics (Traffic Strength 0.00) — low impressions, direction clicks, call clicks, and website clicks
Customers are not buying “pressure washing.” They are hiring peace of mind — removal of HOA violations, protection of property value, and elimination of neighbour complaints.
Proactive
Audit
Visual Content, Reputation & Competitor Comparison
Visual Content Analysis
Key Observations
Professional truck photo and some job images (e.g. cleaned driveway) are present
Limited variety of high-quality before/after job photos
Services section is started but truncated in the main Overview view
No recent Google Posts visible in the primary Overview tab
Review Sentiment Summary
Rating: 5.0 stars (148 reviews)
Sentiment: Highly positive across all reviews
Customers consistently praise: quality of work, professionalism, attention to detail, reasonable pricing, and careful handling of property
Owner response rate is strong — almost all reviews receive timely, professional replies
Ohana shows stronger visual content and slightly higher overall profile strength. KleanView’s advantage is the higher star rating and review volume — the fastest win is increasing photo variety and making services/posts more prominent in the main view.
GBP
Analysis
Detailed GBP Gap Analysis
Key Opportunities (Swydo-style table)
The profile has a solid review foundation (5.0 stars, 148 reviews) and good on-page structure. However, Content Strength (3.33/10) and Traffic Strength (0.00) show clear opportunities to increase impressions, clicks, and conversions through richer visual content, keyword optimization, and consistent posting.
Proactive
Audit
Strategic Recommendations & Client Communication
90-Day Action Plan
Sample Client Explanation Script
"Hi Marcus, I reviewed your Google Business Profile and website in detail. Your 5.0-star rating with 148 reviews is excellent and shows customers love the quality and care your team delivers.
The fastest opportunities I see are adding more before/after photos, starting weekly posts, and improving website content and load speed. Based on similar accounts, these changes typically increase local visibility, booking rates, and monthly revenue by 30–50%. Would you like me to build a full 90-day optimization plan with projected ROI?"
Click here to view the complete 17-page Website SEO & Performance Audit PDF
Client Success
Case Study
Saving an At-Risk Client — Preserved $4,800/mo Revenue
Situation & Complication
A long-term client with a $4,800/month contract sent a cancellation notice after a 15% drop in lead volume over 30 days. The client was frustrated, felt the marketing was no longer delivering ROI, and was ready to leave.
Root Cause Analysis
De-escalation
Financial Impact
Systemic SOP Created
Root Cause Analysis (5 Whys)
Surface complaint: “Leads are bad”
Why 1: Lead volume dropped 15% month-over-month
Why 2: Google Ads performance declined sharply
Why 3: Landing page conversion rate fell from 4.2% to 1.8%
Why 4: Recent website update removed key trust signals and strong CTAs
Why 5: No post-update review or A/B testing was performed
30-Day Turnaround Timeline
Week 1
Diagnosis & Root Cause Report
Week 2
Website fixes implemented + client review call
Week 3
Weekly performance check-in + data review
Week 4
Full recovery achieved + new upsell closed
“I was ready to cancel…
Pressure Washing Marketing Pros didn’t just save the account — they turned it around completely. The data, the plan, and the weekly updates gave me total confidence again. Best decision we made.”
— Mike Thompson, Owner
Thompson Exterior Cleaning
$4,800/mo client since 2025
Systems
& Process Building
Evidence of Scalable Operations
Monthly Client SOP
AI Tools in Action
Escalation Flowchart
Cancellation Notice
Monthly Client Review Checklist SOP
Review KPIs
Client Feedback Analysis
Upsell Opportunities
Action Items Log
Follow-up Schedule
Resource Allocation
Team Handoff Notes
Retention Risk Flags
Next Steps Planning
Performance Trends
Bottleneck Identified: Manual onboarding took 14 days with 20% error rate.
Flywheel Effect: Standardized SOPs reduced early churn by 40% and freed 10+ hours/week for high-value upsell work and proactive client management.
KleenView
Pressure Washing Service
Client
Success
Portfolio
Strategic Account Ownership • Retention • Revenue Growth
Senior Client Success Operator
Client-facing operator with a proven track record of owning full books of accounts, diagnosing performance issues through root-cause analysis, driving Net Revenue Retention, and building scalable systems.
/5.0
Reviews by 151 users worldwide
Proactive
Audit
Audit Overview & Jobs-to-be-Done Analysis
Key Insights from Current Profile Strength Report
Overview
Strong review foundation: 5.0 stars with 148 reviews and high positive sentiment (Sentiment Strength 7.00)
Content Strength is the weakest area (3.33/10) — limited keyword optimization in description and services
Good on-page structure (7.64/10) but missing attributes and richer description content
Very low traffic metrics (Traffic Strength 0.00) — low impressions, direction clicks, call clicks, and website clicks
Customers are not buying “pressure washing.” They are hiring peace of mind — removal of HOA violations, protection of property value, and elimination of neighbour complaints.
Proactive
Audit
Visual Content, Reputation & Competitor Comparison
Visual Content Analysis
Key Observations
Professional truck photo and some job images (e.g. cleaned driveway) are present
Limited variety of high-quality before/after job photos
Services section is started but truncated in the main Overview view
No recent Google Posts visible in the primary Overview tab
Review Sentiment Summary
Rating: 5.0 stars (148 reviews)
Sentiment: Highly positive across all reviews
Customers consistently praise: quality of work, professionalism, attention to detail, reasonable pricing, and careful handling of property
Owner response rate is strong — almost all reviews receive timely, professional replies
Ohana shows stronger visual content and slightly higher overall profile strength. KleanView’s advantage is the higher star rating and review volume — the fastest win is increasing photo variety and making services/posts more prominent in the main view.
GBP
Analysis
Detailed GBP Gap Analysis
Key Opportunities (Swydo-style table)
The profile has a solid review foundation (5.0 stars, 148 reviews) and good on-page structure. However, Content Strength (3.33/10) and Traffic Strength (0.00) show clear opportunities to increase impressions, clicks, and conversions through richer visual content, keyword optimization, and consistent posting.
Proactive
Audit
Strategic Recommendations & Client Communication
90-Day Action Plan
Sample Client Explanation Script
"Hi Marcus, I reviewed your Google Business Profile and website in detail. Your 5.0-star rating with 148 reviews is excellent and shows customers love the quality and care your team delivers.
The fastest opportunities I see are adding more before/after photos, starting weekly posts, and improving website content and load speed. Based on similar accounts, these changes typically increase local visibility, booking rates, and monthly revenue by 30–50%. Would you like me to build a full 90-day optimization plan with projected ROI?"
Click here to view the complete 17-page Website SEO & Performance Audit PDF
Client Success
Case Study
Saving an At-Risk Client — Preserved $4,800/mo Revenue
Situation & Complication
A long-term client with a $4,800/month contract sent a cancellation notice after a 15% drop in lead volume over 30 days. The client was frustrated, felt the marketing was no longer delivering ROI, and was ready to leave.
“I was ready to cancel…
Pressure Washing Marketing Pros didn’t just save the account — they turned it around completely. The data, the plan, and the weekly updates gave me total confidence again. Best decision we made.”
— Mike Thompson, Owner
Thompson Exterior Cleaning
$4,800/mo client since 2025
Root Cause Analysis
De-escalation
Financial Impact
Systemic SOP Created
Root Cause Analysis (5 Whys)
Surface complaint: “Leads are bad”
Why 1: Lead volume dropped 15% month-over-month
Why 2: Google Ads performance declined sharply
Why 3: Landing page conversion rate fell from 4.2% to 1.8%
Why 4: Recent website update removed key trust signals and strong CTAs
Why 5: No post-update review or A/B testing was performed
30-Day Turnaround Timeline
Week 1
Diagnosis & Root Cause Report
Week 2
Website fixes implemented + client review call
Week 3
Weekly performance check-in + data review
Week 4
Full recovery achieved + new upsell closed
Systems
& Process Building
Evidence of Scalable Operations
Monthly Client SOP
AI Tools in Action
Escalation Flowchart
Cancellation Notice
Monthly Client Review Checklist SOP
Review KPIs
Client Feedback Analysis
Upsell Opportunities
Action Items Log
Follow-up Schedule
Resource Allocation
Team Handoff Notes
Retention Risk Flags
Next Steps Planning
Performance Trends
Bottleneck Identified: Manual onboarding took 14 days with 20% error rate.
Flywheel Effect: Standardized SOPs reduced early churn by 40% and freed 10+ hours/week for high-value upsell work and proactive client management.
KleenView
Pressure Washing Service
Client
Success
Portfolio
Strategic Account Ownership • Retention • Revenue Growth
Senior Client Success Operator
Client-facing operator with a proven track record of owning full books of accounts, diagnosing performance issues through root-cause analysis, driving Net Revenue Retention, and building scalable systems.
/5.0
Reviews by 151 users worldwide
Proactive
Audit
Audit Overview & Jobs-to-be-Done Analysis
Key Insights from Current Profile Strength Report
Overview
Strong review foundation: 5.0 stars with 148 reviews and high positive sentiment (Sentiment Strength 7.00)
Content Strength is the weakest area (3.33/10) — limited keyword optimization in description and services
Good on-page structure (7.64/10) but missing attributes and richer description content
Very low traffic metrics (Traffic Strength 0.00) — low impressions, direction clicks, call clicks, and website clicks
Customers are not buying “pressure washing.” They are hiring peace of mind — removal of HOA violations, protection of property value, and elimination of neighbour complaints.
GBP
Analysis
Detailed GBP Gap Analysis
Key Opportunities (Swydo-style table)
The profile has a solid review foundation (5.0 stars, 148 reviews) and good on-page structure. However, Content Strength (3.33/10) and Traffic Strength (0.00) show clear opportunities to increase impressions, clicks, and conversions through richer visual content, keyword optimization, and consistent posting.
Proactive
Audit
Visual Content, Reputation & Competitor Comparison
Visual Content Analysis
Key Observations
Professional truck photo and some job images (e.g. cleaned driveway) are present
Limited variety of high-quality before/after job photos
Services section is started but truncated in the main Overview view
No recent Google Posts visible in the primary Overview tab
Review Sentiment Summary
Rating: 5.0 stars (148 reviews)
Sentiment: Highly positive across all reviews
Customers consistently praise: quality of work, professionalism, attention to detail, reasonable pricing, and careful handling of property
Owner response rate is strong — almost all reviews receive timely, professional replies
Ohana shows stronger visual content and slightly higher overall profile strength. KleanView’s advantage is the higher star rating and review volume — the fastest win is increasing photo variety and making services/posts more prominent in the main view.
Proactive
Audit
Strategic Recommendations & Client Communication
90-Day Action Plan
Sample Client Explanation Script
"Hi Marcus, I reviewed your Google Business Profile and website in detail. Your 5.0-star rating with 148 reviews is excellent and shows customers love the quality and care your team delivers.
The fastest opportunities I see are adding more before/after photos, starting weekly posts, and improving website content and load speed. Based on similar accounts, these changes typically increase local visibility, booking rates, and monthly revenue by 30–50%. Would you like me to build a full 90-day optimization plan with projected ROI?"
Proactive
Audit
Strategic Recommendations & Client Communication
90-Day Action Plan
Sample Client Explanation Script
"Hi Marcus, I reviewed your Google Business Profile and website in detail. Your 5.0-star rating with 148 reviews is excellent and shows customers love the quality and care your team delivers.
The fastest opportunities I see are adding more before/after photos, starting weekly posts, and improving website content and load speed. Based on similar accounts, these changes typically increase local visibility, booking rates, and monthly revenue by 30–50%. Would you like me to build a full 90-day optimization plan with projected ROI?"
Click here to view the complete 17-page Website SEO & Performance Audit PDF
Client Success
Case Study
Saving an At-Risk Client — Preserved $4,800/mo Revenue
Situation & Complication
A long-term client with a $4,800/month contract sent a cancellation notice after a 15% drop in lead volume over 30 days. The client was frustrated, felt the marketing was no longer delivering ROI, and was ready to leave.
Root Cause Analysis
De-escalation
Financial Impact
Systemic SOP Created
Root Cause Analysis (5 Whys)
Surface complaint: “Leads are bad”
Why 1: Lead volume dropped 15% month-over-month
Why 2: Google Ads performance declined sharply
Why 3: Landing page conversion rate fell from 4.2% to 1.8%
Why 4: Recent website update removed key trust signals and strong CTAs
Why 5: No post-update review or A/B testing was performed
30-Day Turnaround Timeline
Week 1
Diagnosis & Root Cause Report
Week 2
Website fixes implemented + client review call
Week 3
Weekly performance check-in + data review
Week 4
Full recovery achieved + new upsell closed
“I was ready to cancel…
Pressure Washing Marketing Pros didn’t just save the account — they turned it around completely. The data, the plan, and the weekly updates gave me total confidence again. Best decision we made.”
— Mike Thompson, Owner
Thompson Exterior Cleaning
$4,800/mo client since 2025
Systems
& Process Building
Evidence of Scalable Operations
Monthly Client SOP
AI Tools in Action
Escalation Flowchart
Cancellation Notice
Monthly Client Review Checklist SOP
Review KPIs
Client Feedback Analysis
Upsell Opportunities
Action Items Log
Follow-up Schedule
Resource Allocation
Team Handoff Notes
Retention Risk Flags
Next Steps Planning
Performance Trends
Bottleneck Identified: Manual onboarding took 14 days with 20% error rate.
Flywheel Effect: Standardized SOPs reduced early churn by 40% and freed 10+ hours/week for high-value upsell work and proactive client management.