Partner With Retention Experts
Done For You Concierge
Customized and done for you so you don't lift a finger.
- Strategic Annual Retention and Appreciation Strategy created for you
- Completed 3D Retention Accelerator™
- Quarterly Planning
- Monthly check ins with reporting
- Ongoing client on boarding
- Employee engagement strategy
- Business data management and CRM work
- Strategy tweaks to re-align if business initiatives change
- Additional if desired:
- Retention strategies for acquired clients/buying businesses
- Business development campaign strategies
Done With You (Hybrid)
8 week in-depth training from retention experts that leads to tangible results.
- Hybrid self paced course with strategy sessions at week 1, 5, and 8
- Complete your own 3D Retention Accelerator™ used in our concierge service
- Learn the Fundamentals and Psychology of Retention & Referrals
- Identifying Key Stakeholders that Drive revenue For Your Business
- Optimal Timing For Maximum Impact
- What Gifts Will Shock And Awe (And what to Avoid)
- Gain Insight on Systems for Sustainability and Scalability
- One on one access while in program
- Permanent access to live strategy sessions for any ongoing questions
