Client Retention Plans

Retaining existing clients with a clear strategy has become imperative in the face of growing competition. AI has made copying products and suggesting improvements & creating demos easier than ever before, making your existing solution look BASIC.

Retain the Top vendor spot with all your clients.

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Benefits of a Client Retention Plan (CRP)

With existing sales team, why do you still need client retention plans?

Supplement Sales Efforts
Sales teams can be spread too thin with multiple clients to manage sales targets and coordinating with delivery teams. Prep the way for sales team with an effective CRP thats outsourced.
Develop Relevant Solutions
The right feedback mechanism ensures that new development is aligned with clients’ business goals and their growth. You can totally avoid wasting dev budget on features that clients never wanted.
Avoid Miscommunication
An effective CRP (client retention plan) ensures that standard communication goes out to clients irrespective of the sales person assigned to a client.
Cost Savings
With an effective CRP, you don't have to invest in an office location or frequent travel by Sales staff to the client locations just to meet the stakeholders.

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What do you get in a Client Retention Plan?

Our client retention strategies are designed to strengthen relationships, increase your wallet share, create customer satisfaction, ensuring your business retains valuable clients.

Personalized Retention Strategy

With a deep understanding of your customer base, we design personalized retention strategies according to the value of relationships. We work with your sales & product teams to get a deeper understanding of how your valuable clients are using your products and services.

Going Beyond Communication

We use multi-faceted approach that includes marketing tools, research & product recommendations to ensure that your solution is portrayed in good light in the face of AI driven solutions, industry changes and economic trends.

Optimization & Feedback Loops

Customer retention is a continuous journey, not a one-time effort. We continuously monitor key metrics like customer satisfaction with specific tools. By gathering feedback and adjusting tactics in real-time, we ensure your conversations and product path stays relevant.

Choose a plan for a specific location or by no. of clients.
Want to know more? Drop us a line with your contact details.

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Marketing Activities

Talk between the meetings

Regular Reporting

Understand and establish the right channels & mediums
Updated contacts lists and preferences

Proactive Communications

Automated communications set up for regular tasks
Periodic business reviews through tools

Empathy

Personalised engagement with tailored interactions.
Milestone recognition messages

Problem Solving

Develop client-facing knowledge base or self-service portal
Create FAQs and troubleshooting videos

Data Driven Sales

Client analytics dashboards
Reporting that aligns to client's KPIs

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Strategy That Delivers Results

Content Creation

Create relevant, and appealing content that resonates with your audience.
Include a mix of content types such as text posts, images, videos, infographics, polls, and live streams.

Audience Engagement

Engage with followers by replying to comments, messages, and mentions to foster a sense of community.
Use polls, quizzes, and surveys to engage followers and encourage interaction.

Paid Social Media Advertising

Use paid campaigns (e.g., Facebook Ads, Instagram Ads) to target specific audience segments.
Experiment with various ad formats such as carousel ads, video ads, and sponsored posts to see which performs best.

Social Media Analytics

Monitor key performance indicators (KPIs) like engagement rate, reach, impressions, clickthrough rate (CTR), and conversion rate.
Use insights to refine content strategy, optimize ads, and improve overall performance.

Influencer Marketing

Partner with relevant social media influencers to increase brand exposure.
Choose influencers based on goals – microinfluencers for niche audiences or macroinfluencers for broader reach.

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Make informed decisions

Quantitative Research

Collecting numerical data to identify patterns and trends in customer behavior.
Website Analytics: Analyzing data from tools like Google Analytics to understand website traffic, user behavior, and conversion rates.

Qualitative Research

Gaining in-depth insights into customer attitudes, feelings, and motivations toward a product or brand.
Using open-ended discussions to explore consumer perceptions, preferences, and pain points.

Customer Analysis

Understanding how customers interact with websites, ads, and content.
Collecting age, gender, income, location, and other personal data to segment the audience.

Competitor Analysis

Analyzing competitors’ website traffic and engagement metrics using tools like SimilarWeb or SEMrush.
Reviewing competitors’ content marketing strategies (e.g., blog topics, social media engagement, SEO tactics).

Industry Trends

Identifying industry growth trends, emerging technologies, and new market opportunities.
Understanding shifting consumer preferences, including changes in buying behavior and expectations.

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Establish thought leadership

Industry Insights and Trends

Share expert opinions and analysis of the latest market trends or developments.
Personal Stories or Experiences
Share anecdotes that relate to your industry, humanizing your brand.

Content Curation Blogs

Create interesting reports with winning content from other sources on relevant topics.
Guides
Share in-depth knowledge in a simplified step by step guide format to help clients achieve thier goals.

Case Studies

Showcase real life examples of how your product or service solves a problem.

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Frequently Asked Questions

We specialize in solving challenges for B2B companies. From lead generation to client retention, creating brand awareness, new client acquisition, and effective communications, we provide tailored solutions to help your business thrive.

Ready to elevate your business?

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