03 · Client Retention
Overview
Onboard → deliver → keep → grow the relationship
4 PHASES · 7 COMPONENTSlive
Phases
- Onboard
- Deliver
- Keep
- Grow
Components
Client Success Roadmap
Stranger → Lead → Client → Retained → Advocate · no live variant yet
Scheduling
Bot-hardened calendar · no live variant yet
Confirmation + Onboarding
Booked → welcomed → first win · no live variant yet
Client Onboarding
Booked → welcomed → first win · no live variant yet
Client Intake Form
Structured intake that opens the plan · no live variant yet
Client Referral System
The ask, the gift, the tracking loop — Success Roadmap · no live variant yet
Client Retention Process
Check-in cadence, save plays, renewal — Success Roadmap · no live variant yet