Matt DartThe Leveraged CEO

Retain and Grow in 2025! Let’s make 2025 your best year yet! 💪 #clientsuccess #goalsetting #pt

15 Jan 2025

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A short motivational/business-advice YouTube video (January 2025) advising practitioners to run a goal-setting and reassessment session with every client before/during 2025. The presenter recommends sitting clients down to reevaluate their 12-month goals and forecast planned work so that retention improves and new-client income is additive (growth) rather than causing churn.

This is what you should do with all your clients going into 2025. Sit them down and do a goal setting and reassessment session with them. The whole purpose of this is to reevaluate their goals over the next 12 months to forecast what you guys are going to work on. This is going to ensure that your retention is high and that when you take on new clients, you just grow your income rather than burning and churning clients through the door.

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