Client Retention
Suggested Strategy: Utilize a Define & Coach strategy to ensure that you
and the individual you are coaching are on the same page regarding
strategy for client retention. This will set the expectations for actions that
the individual must take to retain clients according to the company.
Suggested Questions:
→ Define & Coach: When speaking about client retention, what is your
understanding of expectations set by the company related to necessary
actions to retain clients?
→ Rating Question: On a scale of one to six, with six representing a
complete practice of that definition and one representing the exact
opposite, where would you rate yourself in terms of your own strategies
for client retention?
→ Self-Actualized Question: What actions do you think you would be
willing to take to reach a six and practice the definition discussed in your
own strategies in client retention?
Suggested Activities:
→ Brainstorming: Create a strategy together that the individual can
implement in retaining clients for each and every individual. Get down to
the specifics of phone call frequency, dialogue, email content, and what
actions they can possibly take in any client retention situation.
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