What To Cover On Client Meetings to Improve Client Retention and Satisfaction | Seven Figure Agency

What's a digital marketing agencies on Today's session I want to talk a little Bit about some strategies that can help You improve your client retention rate Keep clients with you longer and really On this topic one of the questions we Get all the time is well I mean I guess I should be meeting with my client more Or my team should be meeting with a Client more but what should we cover how Do we make those meetings productive I'm Going to answer that question on this Video so be sure to check it out [Music] Thank you So when if when you think about your Client retention strategy and the things You can do to improve your client Retention rate reduce your churn get Your clients to stay with you longer Really boils down to your onboarding Process how you communicate and your Client success management process as you Grow and as you scale I want to talk Today specifically around you know this Client communication Rhythm process and What you should be communicating with Your clients on a consistent basis to Keep them with you long term so I want To remind you the number one reason Clients leave and there's been lots of Studies on this particular topic the Number one recent clients leave is Perceived indifference right they don't

Leave because you can generate results Even though that's part of it they Didn't leave necessarily because it Didn't do a great job oftentimes because They feel like you don't care they feel Like you're not checking in and so There's a really strong case for having A great communication process where You're meeting with the clients at least Once a month and if they don't meet with You live you're sending them some type Of recap with the wins and what you Accomplished this was something we Struggled with in our agency plumbing And HVAC SEO where we got really good at Getting results but we weren't really Dialed in we didn't plan to meet with The client unless they asked like no News was good news in our world and that Led to high churn that led to a lot of Clients being like hey we haven't heard From you it seems like you're doing okay But we're going a different direction And so you want to get ahead of that Right I really think you want to bake Into your agency process a routine where You're meeting with the clients every Single month because there really is a Balance that has to be struck between Results right absolutely you have to be Good at generating results right if what You're doing for the client isn't making It rain it's not generating tangible Measure return on investment

You don't even deserve to retain the Client so that's that's the first thing But then in addition to that you've also Got to provide world-class service right Because if you've got amazing results But you're not communicating with the Client they don't like you as as as People they're still going to churn so You need to generate good results Providing good service right because the Other balance to that is let's say You've got great service you're super Friendly you send them stuff in the mail You know they love your team but you're Failing to deliver they're going to Cancel as well so you really want to Find that balance between results and Service and so really what you want to Focus on and what you want to cover on That monthly review call is number one In the call it should be something that You do ideally on web-based meeting Right yes you can make a phone call but If you can get on Zoom and they can see You and you can see them and you can Show them what you're working on what The results are what the impact is we Found that that creates a stickier Meeting a meeting that they tend to want To show up for so I do believe if having It on Zoom is your best play And really you want to have prepared in Advance right so you or your account Management team and you want to train

This into the team that before the Meeting they've set an agenda they've Looked at the key data the ranking Reports the dashboard whatever you guys Have in place Um so that you can show them what you're Up to and you can feature some wins and So what I'm going to suggest is review The progress whatever progress you're Tracking towards maybe it's a number of Leads maybe it's an average cost per Lead maybe it's a return on investment Maybe it's a ranking a result of some Sort you want to review the progress the Rankings the analytics and the calls but That doesn't need to be the main Function of the meeting right you want To come to that meeting you want to say Hey thanks so much for meeting we really Appreciate your business here's what we Want to cover today we want to kind of Go through the results that we're seeing We want to get your feedback make sure We're on the same page and then You know we want to talk about some Things you can do on your end and kind Of what we're focused on next really Build a plan for the next 90 days does That work for you Mr client right get Their buy-in that that's what they have In mind sometimes on this meeting They've got a totally Divergent path They want to go down and that's okay Right but you do want to make sure you

Hit and you've got this stuff as backup So that if they say hey let's look at The rankings hey let's look at the Analytics you can get into that detail What we find is a really two type of Clients that show up for these monthly Review costs there's going to be the Type D business owner that really Doesn't care about all of the magic Sauce and all of the analytics data they Just want to know how much did I spend How many leads did you generate what's My return on investment and what are you Guys doing for me this month right and So be prepared differently for that type D personality than that more SC Personality that the more you know hey I Want to understand like why these Results are happening what are you doing With the SEO what are you doing with the Pay-per-click how are we reducing the Cost really how are we expanding the Volume and so you need to prepare very Differently based on the psychological Profile of who you meet with right so These meetings will shift based on who The client is sometimes you're dealing With the owner sometimes you're dealing With a marketing manager and and you Really need to go into that meeting Prepared a little bit differently and Let those conversations take the path That they need to The main thing I see a lot of

Um agencies struggle with when it comes To the monthly review call is they want To programmatically pull up the ranking Report pull up the dashboard and you Know just look back hey here's what Happened here's what how many leads we Generated and usually what happens is The client gets bored with that they're Like okay what's the point I could have Looked at this report myself and they Stop engaging in the monthly review Process you need to make sure that it's An actionable meeting where you're Looking at some of that relatively Quickly but you're also talking about Here's what we're going to be working on Here's what we need from you right and You want to think about what you can get Them to partner with you on in this Process maybe it's getting more Aggressive with how they get reviews and Training their team to create a better Experience and request the review after Every service call maybe it's you want Some more authenticity and some more Images that you can Infuse into the Website into their social profile so ask Them look these are the types of images We need and this is how we can get them From you so think about the homework That you can give to to them that way They're not just sitting there like hey You're not making my phone ring but They're like okay we're in a partnership

In this business relationship you guys Are doing this part we're doing this Part and there's a reason to meet next Month because we're gonna talk about the Progress on that we're gonna fill in Gaps we're going to keep the ball Rolling in a really positive direction And you want to make sure that they're Clear from your perspective as the Account manager or the owner of the Business like here's what we're going to Be working on the next 30 to 90 days Like here's the road map here's where We're headed here's where we're going to Be focused right they're paying you a Monthly fee they're paying that fee for Results but they also are continuing to Pay that fee because you're bringing Something new to the table we're going To constantly be seating the vision About where you're headed next if you're Dealing with the owner which is is Ideally the case you want to spend some Time talking about the goals that they Have for the business and what the goal For this particular month or this Particular interval was and whether your Services as the agency help to hit those Targets are you on track or are you off Track and then adjust sometimes it's More content than anybody's created Sometimes it's more budget that needs to Be pumped into the advertising Strategies to generate those results now

I mean in a perfect world that's what We're covering hey here's here's what We've done last in the last couple of Months here's what we're seeing with the Results here's what we're focused on Over the next 30 to 60 days here's some Things we need you to do cumulatively Any questions that you have and then you Also need to make sure that you send a Recap right the end of that call if There's to Do's you need to send the To-do to the client hey here's what we Worked on today here's what we're going To get done between now and the next Time here's what you need to do they Expect you to recap that's a very Professional process and it's the Account manager usually you're the Liaison in the business relationship Which means you're not necessarily going To go do that work but you do need to Put into the project management system You do need to get that out to the team And make sure that it gets done and then Close the loop with the client even if It's before the next meeting let the Client know hey this was done hey we got This finished hey this was updated on The site hey we just loaded that new Thing that makes them feel like things Happen between one meeting and the next And that you're taking action and that You're closing the loop and that you're Carrying the ball across the finish line

Now in the perfect world we're meeting With the client monthly we're following This process we're developing a Relationship we're starting to get to Know them better but we do find there Are certain clients that just won't meet They're busy they got other things going On and they don't want to meet and in The past in our in our agency we just be Like okay it is what it is Um they didn't meet so we'll send them The automatic report hopefully that's Enough that's a recipe for churn right Because eventually they're going to rear Their head they're gonna say hey you Guys haven't even checked in with me Um I'm moving a different direction and So what we want to bake into our account Management strategy is if they can't Meet at the end of the month send them a Recap video do exactly what you would Have done on a live call and just do a Quick video hey Mr customer I know You're busy this month I wanted to shoot This quick video to show you kind of What's going on with the reporting what We got done what we're focused on the Next 90 days uh and so boom boom boom You just walk through those same Elements and say Hey listen if you'd Like to jump on a call to talk through This if you have any questions my Calendar link is here I look forward to Connecting with you

This will create a professional process Where the client can't claim perceived Indifference because you cared enough to Try and meet with them you cared enough To send a recap and you they can't get Disengaged in the process because all You're doing is regurgitating the report It needs to be a strategic conversation You need to be seating the vision and You need to be kind of bringing them Into that process with you where they've Got things to do and there's a reason to Continue meeting and to continue to Track in against those goals hopefully This has been helpful this is the things You want to cover on the monthly review Call if you got value please be sure to Press the like button if you have Follow-up questions type those in the Comments and be sure to subscribe I'm Rolling out new videos like this on how To grow and scale your digital marketing Agency every week so if you haven't Already hit the Subscribe button so you Can get alerted as new videos are loaded If you like more ideas and strategies on How to improve your client retention I've got a client retention workbook That has a checklist of the key things You want to think about to maximize your Client retention from onboarding to the Monthly review call to everything in Between so you can get that by going to Sevenfigure agency.com retention Dash

Workbook Go grab that now and thanks so much for Watching I look forward to seeing you on A future video here for the seven figure Agency I'll talk to you soon

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