Course
Client onboarding and retention
Keeping a client is cheaper than finding one — run the first weeks deliberately, then make renewal a formality.
8 lessons · about 60 minutes
Lessons
- Why retention beats acquisitionThe arithmetic that makes keeping clients the cheapest growth available.7 min
- The first 48 hoursConverting the anxiety after a signature into confidence.8 min
- The kickoff that prevents problemsOne meeting that removes most of the friction you would otherwise hit in month two.8 min
- Communication rhythmPredictable updates buy you more goodwill than fast work does.7 min
- Delivering bad newsSlipping a deadline is survivable. Hiding it is not.7 min
- Making renewal a non-eventIf the renewal conversation is tense, the work happened months earlier.8 min
- Growing the accountSelling more to people who already trust you, without becoming a pest.8 min
- Offboarding and win-backsHow you end things determines whether they come back or refer you.7 min