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:
Î Define & Coach: When speaking about client retention, what is your understanding of expectations set by the company related to necessary actions to retain clients? Î 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? Î 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:
Î 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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