Joshua NelsonSeven Figure Agency · Mentor / Coach at Seven Figure Agency

How Not Hiding Behind Automation Improved Our Client Retention | Seven Figure Agency

Name: How Not Hiding Behind Automation Improved Our Client Retention | Seven Figure Agency
Uploaded: 2023-11-01T19:41:51+00:00
Duration: 50 s
Channel: Joshua Nelson
Description: A Seven Figure Agency founder dropped below 95% client retention and traced it to hiding behind automated reports instead of talking to clients. They…

1 Nov 2023 · 1 min

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A Seven Figure Agency founder dropped below 95% client retention and traced it to hiding behind automated reports instead of talking to clients. They fixed it by scheduling monthly meetings with clear agendas and tracking them. Automation gave a false sense of connection.

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When we dropped below 95%, what we realized was we didn't have a great communication rhythm. We were just working on the clients, we were focused on making it rain, we were doing our work and only reacting to the client. We were waiting for the client to reach out and say, "Hey, I got an issue." "Hey, I need to jump on a call." And once we recognized that, we said, "Hey, we need to actually proactively set meetings, we need to have an intentional meeting agenda, and we need to track the that that activity is happening every single month. And for some of us, hiding behind the technology or having some automatic reporting in place can be problematic, right? Because we think we don't need to connect with that client, we don't need to spend the time. But you know, this could be a big, a big reason you might fall behind or fall below a 95% retention rate.