Agency owners can track client health by sorting them into four buckets: happy clients who give testimonials, in-between clients needing attention, struggling clients, and disengaged ones. One snapshot shows your whole portfolio's status without monthly check-ins, so you can focus resources where they matter most.
Chapters
the client success-based tracking system. Having a tracking system where you can see, alright, these are the clients that are happy that we can use to create testimonial videos to promote us. These are the ones that are in between that we want to pay attention to. These are the ones that are struggling. These are the ones that either aren't engaging with us, aren't happy with the service. Is the client saying good things or bad things? Are they getting results like tangible, measurable, tracked results within the services you provide? Are they engaging in the meetings and kind of doing the work that you would expect from them? We want to keep a bird's eye pulse. There's no way you as the owner meet with every single client every single month. But you do need to have something that you can look at and have a snapshot of the general sense within the business.