OUR CLIENT RETENTION PROCESS
How We Strengthen Relationships and Drive Loyalty
Discovery & Alignment
Complete a short intake form and book a 30 minute discovery call. We learn about your current client experience, goals, and challenges to ensure we’re aligned from the start.
PROPOSAL & PLANNING
Receive a tailored proposal outlining scope, strategy, and pricing. Once approved, we schedule a strategy session to clarify priorities, goals, and key client touchpoints.
AUDIT & INSIGHTS
We review your current client journeys, communications, and engagement metrics to identify gaps, opportunities, and areas for quick wins.
STRATEGY DESIGN & IMPLEMENTATION
We create customized retention and engagement plans, from onboarding programs to loyalty initiatives, CRM workflows, and touchpoint cadences. You’ll have opportunities to review and provide input throughout the process.
TRAINING & COACHING
Your team participates in workshops and guidance sessions on best practices in client engagement, relationship management, and retention strategies to ensure smooth execution.
MEASUREMENT & OPTIMIZATION
We provide ongoing monitoring, KPI tracking, and actionable insights, ensuring your client programs evolve for maximum impact and measurable results.
What Working Together
Looks Like
A focused, high-touch advisory engagement built for clarity and momentum.
Discovery & Direction
We align on priorities, success criteria, and engagement goals through structured intake and strategic discussion.
Strategy & Frameworks
You receive a clear retention roadmap outlining engagement frameworks, key touchpoints, and advocacy opportunities.
Guided Execution & Refinement
Frameworks are rolled out with advisory guidance and workshops as needed. Progress is reviewed and refined throughout the engagement.
Engagement Length: 6 to12 months
Delivery Model: Strategic advisory with optional collaborator support