Article

Create retention plan

Build a system for keeping clients engaged long-term with proactive comms, check-ins and value reminders.

Customer retention

Introduction

Conclusion

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Chapter
2

Run client check-ins

Keep relationships strong by running structured check-ins that surface issues before they become churn.

2
Customer retention

Customer retention

Define onboarding milestones and owners, set health signals and alerts, and run a simple weekly review that catches risk early, proves value delivered, and keeps customers for longer.

See playbook
Customer retention

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Further reading

You’re not growing fast enough and it’s time to fix that.

You’ve hit a ceiling. You need a structured approach that moves the needle without overwhelming your team.