POSITION
ATTRACT
ENQUIRY
ONBOARD
APPRAISE
DELIVER
FOLLOW UP
RERER
You already have the gemmological knowledge. This course gives you the practical tools, templates and confidence to manage every stage of the client journey--so you can build stronger relationships, receive more referrals and grow a practice that works for you.
Practical Tools you can use right away
Real-world examples and scenarios
Designed specifically for jewellery appraisers
practical lessons real-world application




01. Understand Your Client
Know who your're serving and what they really need
02. Attract the Right Client
Find and match the clients who are the best fit.
03. Enquiry to Appointment
Turn enquiries into well-qualified appointments
04. Professional Onboarding
Set clear expectations from the start




05. Managing the Relationship
Handle challenges with confidence and professionalism
06. Delivering the Experience
Present finding and create a lasting impression.
07. Follow-up, Retention & Referrals
Stay connected and turn clients into advocates
08. Build Your Client Lifecycle System
Bring it all together and create your personal blueprint

Learn Online, On Your Schedule
Client Lifecycle Strategies is a fully online, self-paced course designed to fit around your business and other commitments.
Who It's For
Created for new and developing jewellery appraisers—and established appraisers who want a stronger, more consistent approach to attracting, managing and retaining clients.
What You'll Learn
Follow the complete client journey, from attracting the right clients and handling enquiries to appointments, client experience, follow-up and building valuable referral relationships.
Practical Resources Included
This isn't just theory. You'll receive worksheets, templates, exercises and downloadable resources designed to help you apply what you're learning directly to your own appraisal practice.
Course Access
Learn at your own pace with 3 month access to the online course materials.
Your Investment: $700
Support
Q& A email support and 1 online meeting every 2 week

Karen Howard FCGmA, RMV
22 years running an independent jewellery appraisal practice
30+ years as a gemmologist
25+ years as an educator
Author of From Start to Success: The Business of Jewellery Appraising
