What strategies can you implement to guarantee your clients choose to stay and grow with your agency? It is easier, cheaper, and more profitable to retain a client than to find a new one; ensuring your clients feel valued and understood from their first interaction with your team will keep them around for longer.  

In this episode of The Agency Blueprint, we discuss a comprehensive client retention method designed to enhance client satisfaction and loyalty. We explain the importance of having an initial kickoff call with the team and client, reviewing sales calls, and ensuring all team members understand the client's goals and expectations. 

Don’t miss this episode to learn about deepening client relationships, the necessity of defining and tracking clear KPIs, and more.  

Key Questions:   

• [01:27 ] How thorough is your internal kickoff process, and are you setting your team up for success from the start? 
• [04:28 ] Are you giving your internal team enough time to prepare before introducing them to the client? 
• [12:57 ] Are you maintaining regular and meaningful communication with your clients to keep them engaged and satisfied?  
• [13:22 ] Can your client see how you’ will help them get to the next step of their business?  
• [22:18 ] Are you using clear KPIs and measurable goals to track your success and demonstrate value to your clients? 

What You’ll Discover: 

• [01:27 ] The pitfalls of rushing into deliverables without proper internal communication, starting with an internal kickoff call. 
• [03:04 ] The importance of recording sales calls and properly articulating the goals and deliverables to your team.  
• [04:28 ] How to set up internal teams properly before the client kickoff call to ensure understanding and preparedness. 
• [06:41 ] The importance of continuing thoughtful and strategic communication throughout the client relationship. 
• [08:50 ] The importance of aligning goals and setting expectations during the initial client kickoff call to avoid future disappointment. 
• [12:57 ] How to hold an advisor’s position for your client by giving them value and painting a future in every touchpoint of your relationship. 
• [14:19 ] How to deepen client relationships with consistent and structured communication to ensure you’re being seen as a partner rather than a vendor.  
• [19:37 ] The importance of strong project management to ensure timely delivery and client satisfaction. 
• [22:18 ] The necessity of defining clear KPIs and measurable goals to track and demonstrate success.

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