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client experience

At Create/Captivate we use a multi-step Client Experience process that leads from our first connection with you all the way through Project Wrap Up. The real key to the entire chain of events is our Client Insights Questionnaire, which walks you through several essential questions about your biz, your needs, and how you want us to help.

These answers help us match you with the Creatives and services that best meet your needs, and then a consultation helps develop your plan even more. We cap everything off with a proposal, and then it’s time to get down to business! If you’re ready to dive in, book a discovery call!


When you reach out to Create/Captivate, you’re greeted by our dedicated Client Success Manager (CSM), Loretto. Loretto serves as your trusted advisor and guide, facilitating open communication and ensuring that your voice is heard. She’ll take the time to get to know you and your business, diving deep into your goals, challenges, and vision for success.


During your Discovery Call, Loretto will walk you through our comprehensive Client Questionnaire. This questionnaire serves as the foundation of our partnership, helping us tailor our services to align perfectly with your objectives. With Loretto by your side, you can rest assured that every aspect of your project is carefully considered and personalized to your specifications.


With your questionnaire answers in hand, Loretto collaborates closely with our team of Creatives to develop a custom suite of services tailored specifically to your business.

Throughout this process, Loretto acts as your advocate, ensuring that your vision is fully understood and that our recommendations align with your objectives.


Once Loretto has solidified our custom offer for your organization, she’ll present you with a detailed proposal outlining our recommendations, deliverables, and next steps. Loretto will walk you through the proposal, explaining each aspect in detail and addressing any questions or concerns you may have.

This proposal marks the beginning of our partnership, built on trust, transparency, and mutual understanding. With Loretto as your dedicated point of contact, you’ll have direct access to someone who understands your business inside and out, ensuring that your needs are always front and center.

As we move into the project kickoff phase, Loretto remains your steadfast partner, serving as the bridge between you and our team of Creatives. She’ll coordinate all aspects of your project, ensuring that communication flows smoothly, deadlines are met, and expectations are exceeded.

Throughout the process, Loretto and the C/C Crew will provide regular updates, address any concerns that arise, and ensure that your project stays on track for success. With her expertise and guidance, you can trust that your project is in capable hands, allowing you to focus on what you do best – running your business.

Ready to get started?

If you’re ready to experience the difference of working with a dedicated Client Success Manager and a team committed to your success, we’re here to make it happen. Reach out to us today, and let’s create something captivating!