Keep more of the clients you earn.
Client Relations & Retention
Review your client experience and identify one opportunity to improve how you obtain, maintain and retain clients.
90 minutes + a 15-minute follow-up
Look at the experience from the client’s side
We will walk through how you welcome, communicate with and say goodbye to clients. The focus is one area of opportunity in your client relations and retention process.
What we will review
- Onboarding and your client relationship management (CRM) process.
- Email marketing and other methods of communication.
- Offboarding and exit interviews.
What is included
A 90-minute session, a 15-minute follow-up, your session recording, recommended strategies, tools and experts, and a resource listing.
For a broader review of your systems and tools, explore the Systems Audit.