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Natural Experience Work Sheet

A survey for you to discover friction-causing touch points
so we can redesign them for the outcomes you want. 

- Customer Onboarding Edition-

This survey allows us to gain valuable and anonymous insights from you, employees and customers so you

gain the most opportunity for creating five-star processes. Share this with them and we will collaborate with you.

Designing five-star processes and experiences for your business - is our business.

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Natural Experience Work Sheet

- Customer Onboarding -

Read through the sheet. Walk this experience as a first-time customer. Checkmark what you notice. Submit the form and we will respond back with a copy for you to keep.

— BEFORE (Post-Sale to Kickoff)

1. After you signed, did someone tell you what happens next?
👎🏻 Nope
🤷🏻‍♂️ Sort of
👍🏻 Crystal clear
2. Was the kickoff/welcome meeting scheduled quickly?
👎🏻 Took forever
🤷🏻‍♂️ Eventually
👍🏻 Right away
Did you know who to contact if you had questions?
👎🏻 No idea
🤷🏻‍♂️ Had to search
👍🏻 Obvious

—- DURING (Ongoing & Support)

4. Did someone explain the workflow in a way you understood?
👎🏻 Lost
🤷🏻‍♂️ Mostly
👍🏻 Perfectly clear
5. Were you introduced to the people you'd be working with?
👎🏻 Nope
🤷🏻‍♂️ Some of them
👍🏻 Everyone
6. Did you feel like they understood what you were trying to accomplish?
👎🏻 Not at all
🤷🏻‍♂️ Kind of
👍🏻 Completely
7. Was it easy to get answers when you needed help?
👎🏻 Impossible
🤷🏻‍♂️ Hit or miss
👍🏻 Always

—- AFTER (Checkout & Departure)

8. Do you know who to go to for different types of issues?
👎🏻 No clue
🤷🏻‍♂️ Guessing
👍🏻 Yes
9. Does someone check in with updates and to verify milestones?
👎🏻 Never
🤷🏻‍♂️ Rarely
👍🏻 Regularly
10. Do you feel confident using what you bought?
👎🏻 Struggling
🤷🏻‍♂️ Getting there
👍🏻 Totally
11. Did you feel like you were their only customer?
👎🏻 Just a number
🤷🏻‍♂️ Sometimes
👍🏻 Absolutely

Services & Tools

1:1 Experience Design Coaching

Bringing the same framework and methodology used by leading organizations to your everyday work experiences — through six focused 1:1 coaching sessions that help you design five-star moments for those around you.

 

Entrepreneurs

For agile entrepreneurs and fast-moving teams who need to meet customer expectations and build five-star experiences into everything they do. In 90 minutes, learn how to assess, design, and deploy experiences that engage your customers and keep your focus on what matters most.

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One of our digital tools is Google Sheets where we map, (re)design, apply and deliver outcomes in a collaborative way

- and is left with you for future use!

Teams & Organizations Half-Day

Unite cross-functional teams around the same goal and the same language — five-star experiences. Our half-day workshop equips your team with proven tools, a clear framework, and a practical method to discover, design, and deliver outcomes that support your vision.

Corporation Full-Engagement

Focus on what matters most — your five-star outcomes. A full-engagement workshop puts us side-by-side with your team, freeing you to think strategically while we collaborate on the design and delivery of organization-wide transformation. Multi-day and off-site sessions available.​

Let's Talk!  

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All workshops include tools built within Google Sheets for your continued use!

Retainer options available for all Workshops.

Custom speaking engagements available.

About Me and My Default Life

OaCoC_Session-Pic.jpeg

​​𝘐'𝘷𝘦 𝘣𝘦𝘦𝘯 𝘥𝘦𝘴𝘪𝘨𝘯𝘪𝘯𝘨 𝘧𝘪𝘷𝘦-𝘴𝘵𝘢𝘳 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘴 𝘴𝘪𝘯𝘤𝘦 𝘣𝘦𝘧𝘰𝘳𝘦 𝘐 𝘬𝘯𝘦𝘸 𝘸𝘩𝘢𝘵 𝘵𝘰 𝘤𝘢𝘭𝘭 𝘵𝘩𝘦𝘮.

It started in 1999 when I was an 18-year-old college kid assigned to tutor adults — people with jobs, families, and real lives. I quickly learned that I couldn't just show up and teach. I had to understand where they were coming from, what they needed, and how they learned before I could break through the barriers and help them succeed. That was my first lesson in meeting people where they are.

 

I spent the next 24 years in audiovisual design and installation, and that's where the lesson deepened. I learned that people don't care as 𝘮𝘶𝘤𝘩 about the technology — they care 𝘮𝘰𝘳𝘦 about the experience it creates. I designed a control interface that didn't work for a client, and instead of living with it, we worked through what they actually needed. I redesigned it, and they were thrilled. I worked with a difficult House of Worship client and discovered that if I gave them an experience-level intro that felt over-the-top from the start, they never asked for more — they were already there. The technology was never the point. The experience was.

 

After years of travel and stress, I was ready to exit my career but didn't know how. I started blogging about life and work, and that's how My Default Life began. When I finally resigned, I thought: 𝘪𝘧 𝘐 𝘩𝘢𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘵𝘰 𝘨𝘶𝘪𝘥𝘦 𝘮𝘦 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘵𝘩𝘪𝘴 𝘵𝘳𝘢𝘯𝘴𝘪𝘵𝘪𝘰𝘯, 𝘪𝘵 𝘸𝘰𝘶𝘭𝘥 𝘩𝘢𝘷𝘦 𝘣𝘦𝘦𝘯 𝘴𝘰 𝘮𝘶𝘤𝘩 𝘦𝘢𝘴𝘪𝘦𝘳. That's what I could help others do. Then I read Nine Lies About Work and realized I could help not just individuals, but teams and organizations design experiences that actually work — experiences that drive loyalty, retention, and real outcomes.

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