Is your retention system complete?
18 checkpoints across the 6 dimensions that separate high-retention service businesses from the rest. Find your gaps in 3 minutes.
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What's inside
Offer
Does your service justify recurring revenue? Is your ROI clear and your position hard to replace?
Sales
Are you setting expectations you can meet and qualifying clients you can actually deliver value to?
Onboarding
Do you manage expectations, understand their goals, and get to results fast?
Delivery
Can your team produce reliable results across the client base? Do you have processes, or does quality depend on individual talent?
Account Management
Do you manage client relationships proactively, communicate value, and have visibility into account health before it's too late?
Contracts & Admin
Are your contract terms grounded in reality, and is paying you frictionless?
What our clients say
"Their impact on our firm has been nothing short of transformative."Steven Yuniver — Partner
"A great benefit to our fast growing productized agency in helping streamline, improve and automate the operation with 50+ people involved and 500+ clients."CEO — Storybite Animation Studios
"If you want to move your business to the next level, give them a call!"Hilary Altman — WAC Travel
Find out where your retention system has gaps
Get the free checklist and score yourself across all 6 dimensions.