Client retention
4 articles on client retention, written for established coaches, consultants and independent practitioners.
Where Revenue Leaks in a Coaching or Consulting Practice
Draw the path from first contact to paid work and name every point a person can fall out of it. Most practitioners have never done this, and are surprised that the biggest losses are almost never at the price conversation.
What Belongs in a Client Record
Most practitioners keep session notes and nothing else, which means the practice's memory lives in one head. Here is the short list of fields that make a record useful to somebody other than the person who wrote it.
The People Who Already Know You
Past clients, inquiries that went quiet, event attendees, people who read something and meant to reply. The conversations stopped because nothing was in place to continue them, not because the interest was not real.
Reopening a Conversation That Went Quiet
How to write to someone you spoke to eight months ago without it reading as a sales attempt. The structure is short, and the part that does the work is not the part most people focus on.