
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 an existing solution look basic.

Benefits of a Client Retention Plan (CRP)
With existing sales team, why do you still need client retention plans?
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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.

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.

Marketing Activities
Talk between the meetings
Regular Reporting
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Understand and establish the right channels & mediums
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Updated contacts lists and preferences
Proactive Communications
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Automated communications set up for regular tasks
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Periodic business reviews through tools
Empathy
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Personalised engagement with tailored interactions.
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Milestone recognition messages
Problem Solving
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Develop client-facing knowledge base or self-service portal
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Create FAQs and troubleshooting videos
Data Driven Sales
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Client analytics dashboards
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Reporting that aligns to client's KPIs
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What’s the best way to create a strategy that aligns with my business goals?We focus on understanding your business objectives and target audience. From there, we build a strategy that integrates various tactics to drive measurable growth and achieve your goals effectively.
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How can I attract more customers to my business consistently?By creating valuable content and experiences, we draw in customers through multiple touchpoints, building long-term relationships and encouraging repeat business.
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What can I do to keep my customers engaged and coming back?We create personalized experiences that resonate with your customers, using communication strategies that keep your brand top-of-mind and encourage long-term loyalty.
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How can I increase my brand visibility and awareness?We amplify your presence through consistent and strategic messaging across the right channels, ensuring your brand reaches the right audience at the right time.
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How do I ensure that my marketing efforts lead to more sales and conversions?We design strategies that guide potential customers through the decision-making process, removing barriers and optimizing key interactions to increase conversion rates.