Client Retention Resources

Updated: June 25, 2025

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Resources

  • 'Client success, what does that look like?' (LOJOCON 2024 Presentation)

  • Client Retention Game Plan GDrive Folder

  • Client Onboarding SOP and Meeting Agenda

  • Client Onboarding SOP Workflow

  • Client Onboarding Page

  • Client Onboarding Presentation Template

  • Client Onboarding Feedback Page

  • Client Onboarding Feedback Submission Workflow

  • Client Onboarding Email Templates

    • Thank You/Welcome Email

    • Schedule an Onboarding Meeting

  • Monthly Review Call Structure

  • Client Feedback Email (for Specific Scenarios) Templates

    • Feedback After a Client Meeting

    • Feedback After a Workshop

    • Feedback After Demo (Post-Strategy Session)

    • Feedback After Proposal Review

  • Referral Program Proposal