Keep Clients Longer

Delivering great results for your clients doesn’t mean they’ll stay.

Renewals (and additional sales) happen in conversations.

Unfortunately, most consultants have been trained to have the wrong conversation.

(If they’ve been taught at all.)

To make matters worse, they are having that conversation at the wrong time.

Combine those two things and you end up with what my friend Dan calls an “icky conversation.”

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I get it.

I’ve been in the consulting business for 30 years, and until 7 years ago, I dreaded having “the talk.”

In fact, the only reason I tackled the problem was because my clients began asking me to help with their renewal conversations. 

We came up with a 3 part solution:

1. Fix the timing – so we are able to lead the conversation, rather than trying to rescue or defend.
2. Fix the conversation – to move away from trying to justify and convince to helping our clients recommit – to themselves, their business, and their goals.
3. Fix the procedures – to create repeatable processes with well-defined roles, responsibilities, and resources.

Attend a Keep Clients Longer Workshop and get everything you need, customized specifically for your business, to keep clients longer.

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Phase 2

Phase 2 is all about the blocking and tackling of client retention.

Together, we will create your Standard Operating Procedures (SOP)

At the end of phase 2

You will have an SOP documenting:

• System description and workflow
• Tasks to be done
• Roles responsible for completing those tasks
• Instructions for completing tasks
• Communications templates and scripts
• Other resources needed to implement your plan

What’s My Investment?

You can book a Keeping Clients Longer Workshop for the introductory price of $1,200*.

Here’s a quick recap of what you get:

• A hands-on, private workshop – 100% focused on your business
• Custom discussion guide and script – so you’ll know exactly what to say when leading the 2 step recommitment conversation.
• Pre-written emails – for communicating with your client and your team members before and after the client meeting.
• Documented SOP – the whole team will know who is responsible for each task and when tasks are due. Great for training and outsourcing.
• Ongoing support – including a 10-day check-in to make sure you get up and running

* Prices are reviewed and updated quarterly.

You do great work for your clients. You deserve to keep them longer.