Retention & Growth Assessment

Develop a strategy NOW to retain clients and sell more to them.

OVERVIEWEVALUATION METHODSBENEFITS
Don’t let customers leave without trying to keep them…and knowing they are considering leaving in the first place.

You must have retention strategies for customers.

We address the processes, people, and systems which you use uses to communicate with, retain, and sell additional product/services to existing clients. Ask yourself these questions:

  • Do you truly know your clients well enough (in a clear, documented manner) to meet their unique needs?
  • Do you allow relationships to go stale with a lack of proactive communications?
  • Do you know your clients’ retention drivers?
  • Are you selling enough to existing clients?

Develop customer retention strategies.