Agencies keep clients by checking in regularly and remembering personal details. Track marriages, anniversaries, and newborns. Pair genuine touchpoints with strong results to hit 95 percent retention.
Some really specific ways you can develop relationships with your clients. You know, have structured check-in points. I think a lot of agencies want to divert to automatic reporting, like they've got the email that goes out once a month with, here's your results. But you really need to have a structured— here's the onboard. And on that onboarding process, you're understanding who they are as an organization, who they are as an individual, what their goals are, what their family and business dynamics are. Now, in that process, you should get to know that client, that point of contact as a human being and look for those touchpoints. Like, did they just get married? Did they just have an anniversary? Did they just have a baby? Because when you combine great results with a truly caring business environment, that's how you maximize client retention.
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