How to use this guide
Publish this for agency owners who worry about retention. It covers expectations, reporting, regular calls and the early warning signs.
What is inside
- Set clear expectations earlyMost disappointments are gaps between what a client expected and what they got.
- Agree what success looks likeA retainer without a defined result is a subscription to activity, and clients cancel subscriptions when money is tight.
- Report what mattersClients care about results and next steps, and many read a report for about a minute.
- Talk before you are askedSchedule a regular call, monthly or quarterly, with one purpose: how are things going?
- Show your thinkingClients trust advice they understand.
- Say it this wayWe did a lot of work this month.
- Handle problems fastThings go wrong in every long relationship: a missed date, a broken link, a report with an error.
- Plan the next quarter togetherEvery quarter, look back briefly and then look forward.
Three title ideas for your own version
- Keeping clients for the long run
- How to make retainers easier to renew
- A guide to client retention for agencies
Where to promote it
- agency communities
- newsletters
How can an agency keep clients longer?
Set expectations early, report what matters, talk before you are asked, explain your thinking and plan the next quarter together.
Make this guide your own
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