Client Experience Architect for High-End Wellness Brands

Luxury Client Experience & Backend Systems for Coaches, Retreat Leaders & Client-Facing Entrepreneurs

You're not just running a program.
You're holding an entire experience.

And behind the scenes, someone needs to hold it with you.

I'm Lori DeCosta — a Client Experience & Operations Specialist for coaches, wellness leaders, and client-facing entrepreneurs. Whether you're running programs, managing clients, or hosting retreats — I work behind the scenes so your clients feel fully supported from first inquiry to final booking, and so you can stay in your zone of genius.

Book a Clarity Call See How I Help

Sound familiar?

Your business is growing.
But it's starting to feel heavy.

01

Inquiries are coming in but follow-ups are falling through the cracks

02

Client communication is eating your mornings before you've done any real work

03

Your programs, clients, and logistics feel like a second full-time job

04

You know the experience could be more elevated — if only you had the bandwidth

Lori DeCosta

I don't just assist.
I anticipate, organize, and elevate.

With over 20 years of experience in administrative leadership, client-facing roles, healthcare operations, and travel advising — I bring something rare to your business: structure with soul.

I'm also a certified wellness travel advisor, which means when your work involves retreats or international experiences, I bring that expertise too. You don't need two people. You need the right one.

My clients describe working with me as finally being able to exhale — knowing their clients are cared for, their systems are running, and nothing is slipping through.

20+ years in administrative leadership & client experience
Certified Wellness Travel Advisor
Healthcare operations & high-volume communication
$450K+ in travel sales | AAA certified
Retreat logistics & international guest coordination

What I Do

Behind-the-scenes support
that your clients will feel.

01 —

Lead Qualifying & Nurturing

I handle your inquiries with warmth and precision — so the right clients are guided forward and no one falls through the cracks.

02 —

Client Communication & Follow-Up

Every touchpoint managed with care. From first contact to signed agreement, your clients feel held every step of the way.

03 —

Onboarding & Scheduling

Seamless onboarding that sets the tone for a premium experience — your clients arrive knowing exactly what to expect.

04 —

Retreat Logistics & Travel Coordination

From guest travel arrangements to day-of logistics, I coordinate the details so you can hold the space — not manage the spreadsheets.

05 —

CRM & Backend Systems

I build and maintain the systems that keep your business organized, scalable, and running beautifully in the background.

06 —

Concierge Client Experience

The elevated, white-glove touchpoints that turn clients into devoted advocates — and your brand into something people remember.

Where It Begins

Start Your
Client Experience

Before we connect, I ask all prospective clients to complete a brief inquiry form. This allows me to understand your business, your vision, and where you need support — so our time together is focused, intentional, and aligned.

Step 1 Complete Your Inquiry Form

Prefer to use your phone?

Scan to complete intake form

Scan to open on mobile

Step 2 Book Your Clarity Call

Once your form is submitted, use the link below to schedule your private Clarity Call at a time that works best for you.

Book Your Clarity Call

Prefer to reach out directly?

[email protected] WhatsApp: 978-985-9853

"Working with Lori was like finally having someone who understood both the logistics and the energy of what we were creating. Everything just… flowed."
— Client Name, Retreat Host & Wellness Leader

✦ Replace with a real testimonial when you have one

Your clients deserve
an extraordinary experience.
So do you.

You became a coach, leader, or business owner to create transformation — not to manage inboxes and chase down logistics. Let me hold the behind-the-scenes so you can stay in your gift.

Let's Talk