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

Secrets to Retaining High-Ticket Clients and Boosting Revenue!

Name: Secrets to Retaining High-Ticket Clients and Boosting Revenue!
Uploaded: 2023-11-11T15:10:20+00:00
Duration: 50 s
Channel: Joshua Nelson
Description: In this short dialogue, Speaker A asks about strategies for retaining high‑ticket, highly competitive clients. Speaker B outlines a concrete retention…

11 Nov 2023 · 1 min

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In this short dialogue, Speaker A asks about strategies for retaining high‑ticket, highly competitive clients. Speaker B outlines a concrete retention workflow: on the first and third Monday of each month an executive assistant reviews a Trello board (sourced from Seven Figure Agency) that lists all clients and uses a simple green‑yellow‑red status system. The assistant checks each client’s HighLevel data, then sends a personalized check‑in message (e.g., “Hello Josh, just checking in”) that includes the number of leads generated, cost per lead, and revenue attributed to the client’s inputs. If the client isn’t actively using the platform, the assistant still reports spend, leads, and revenue, asks about sign‑ups, identifies any sticking points, and offers assistance. This systematic, data‑driven, and proactive communication aims to keep retention rates high and uncover opportunities to improve client outcomes.

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these are high-ticket, high-competitive clients. Like, tell us some of the things you're doing in order to retain the clients and to keep the retention rates, um, at bay.
Yeah, sure. So the first and third Monday of every month, uh, I have an executive assistant who, uh, has a Trello board which we got from Seven Figure Agency, uh, with all of the different clients. We have a— we use a simple green light, yellow light, red light system. So she goes in, she looks at their HighLevel, she says Hello Josh, uh, just checking in. It looks like we generated these many leads on this, on this kind of cost. And then she will tell them you generated this much in revenue based upon what you inputted here. If they're not really using it, then we just tell them you spent this much and you generated these many leads. How are things going? How many did you sign? Do you have any sticking points? Is there anything we can help you with, etc.?