Client Retention Framework Checklist
📈 Client Retention Framework Checklist
1️⃣ Onboarding & First Impressions
Deliver a warm, value-driven welcome
Provide clear expectations & roadmap
Automate onboarding emails/materials
Assign a success manager or point of contact
2️⃣ Communication & Relationship
Schedule regular check-ins or reviews
Offer open feedback channels
Respond quickly to issues or questions
Celebrate milestones or client wins
3️⃣ Consistent Value Delivery
Track and report on KPIs/results regularly
Ensure deliverables are always on time
Update offerings based on needs
Surprise clients with bonuses or insights
4️⃣ Retention Systems & Incentives
Create loyalty rewards/referral program
Offer long-term plan discounts
Introduce upsells or add-on services
Send satisfaction surveys quarterly
5️⃣ Risk Prevention & Recovery
Monitor churn signals (low activity, complaints)
Have re-engagement campaigns ready
Recover lapsed clients with offers or personal calls
Conduct exit interviews to identify trends
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