LUCKY YOU... Your copy of Automated Client Culture is on its way to your inbox.
I've got something to share with you before you go - it's our entire client services playbook, detailing the "A to Z" of managing a healthy high ticket client ecosystem. The inner workings of our entire program, at your fingertips... And I want to show you how to get your hands on it for a fraction of the cost.
If you're not interested, click here to go straight to your order summary.
IN THE NEXT FEW MINUTES I WANT TO SHOW YOU HOW TO
NEVER WORRY ABOUT LOSING HIGH TICKET CLIENTS AGAIN
(AT LEAST NOT THE ONES YOU WANT TO KEEP)
By Getting Access to Every System, Touchpoint, Automation and Tool That Has Allowed Us to Maintain a World-Class 80% Retention Rate in Our High Ticket Mastermind
What's up - It's me, Taylor, again.
You've already spent a decent amount of time with me today, and I want to honor that investment by keeping this page brief.
Your copy of Automated Client Culture should already be waiting for you in your inbox. I'm confident that if you actually consume what's in it and apply it, it has the potential to transform your business.
However, what I'm about to show you on this page is specifically designed for those of you who are serious about crafting an entire sustainable client ecosystem and absolutely mastering retention at scale.
Make NO MISTAKE... This Page is Designed to Be a Filter.
The investment, both in TIME and MONEY, to access this material is intentionally higher - for very good reasons.
The playbook I'm about to offer you is the result of thousands of hours of in-depth research, analysis, and "trial and error" for both me and my team. It was costly for us to create, and what you'll find inside is massively valuable.
I do not want it in the hands of people who can't/won't use it.
If you are still early in your consulting journey, or you are just looking to learn a few simple tactics for increasing retention, the book and training you purchased on the previous page should be plenty to start with. Go read that, implement it, and come back to this when you're ready for it.
If, on the other hand, you're prepared to craft a "best-in-industry" client experience from TOP to BOTTOM, and maximize the LTV (lifetime value) of each and every client you serve through exceptional retention techniques...
THE CLIENT SERVICES & RETENTION WORKSHOP
Our fully-realized client services system, built on over 300 million individual data points, and designed to turn clients into EVANGELISTS who sell your program for you.
In the simplest terms, here is what I'm offering to give you:
- Our entire client fulfillment and engagement system (soup to nuts) - templated and installable in your own business
- Breakdowns of every tool, software, and process we use to engage with our clients daily, weekly, and monthly
- Explanations of each metric we track, why we track it, and HOW
Over 4 and a half hours of training, teaching, and materials that make executing your "Exceptional Experience" feel like a breeze.
The Material is Broken Up Into 6 Sections...
SECTION ONE
Intro to Client Services (What It Is, What It Isn't)
We start by setting the stage for exactly what we mean when we talk about "Client Services" - which has just as much to do with what it ISN'T as it has to do with what it IS.
Inside we cover:
- Why we don't call it "Client SUCCESS" like most businesses do, and how it sets the frame for the relationship right out of the gate
- Differentiating between clients and customers, and why understanding the "front end" relationship and the "back end" relationship is critical
- The 5 key responsibilities of Client Services inside of your business
- Where the concept of Client Services began, and what we can glean from other industries (outside of coaching and consulting) that have perfected it across centuries
SECTION TWO
From Prospect... To Advocate
Now the fun part begins... How do we create a memorable client journey that turns cold prospects into raving fanatics that will go to the ends of the earth to build your community alongside you? The systems are MEATY, and the relationships between departments are critical to understand to nail this.
Inside we cover:
- How to build a synergistic relationship between Sales, Client Services, and Support - when this is built, it creates a flywheel that naturally produces upgrade and referral opportunities that provide a path to feed your business outside of your Marketing efforts
- The "tipping point" behind 90% of ALL client churn, and how you can easily get ahead of and avoid it at the moment of sale
- Going from first date... to death do us part - 3 key insights that absolutely wipe out any sense of "buyer's remorse" before it ever materializes
- The Client Loyalty Myth - why thinking that you have to constantly "wow" your client is actually costing you thousands (or even millions)... and why CES (Client Effort Score) might be on the most underrated metrics you track
SECTION THREE
Engineering Happiness
First impressions count DOUBLE in the world of client programs. In this section we break down how to craft your onboarding sequence to instill a sense of belonging, belief, and (most of all) trust right from the outset.
Inside we cover:
- Our entire onboarding sequence, diagrammed out for you to take and copy - PLUS, how we structure every onboarding call, templated for you to use
- The 5 pillars of successful onboarding - and how to reduce TTV (time to value) for each client by properly setting expectations up front
- 7 Deadly Sins of client onboarding and how to sidestep them
- QBRs (Quarterly Business Reviews) - How to implement one of the most powerful touch points for clients in your business
- Structuring and selling memberships and online communities. Our strategy for maximizing LTV inside of your client base with Revolving Price.
SECTION FOUR
Balancing Heart & Data
Client relationship management is at the center of our entire approach, so this segment takes extra time to break down how we handle this (with supporting data) at every level of the client experience.
Inside we cover:
- How to use 3 buckets (High Touch, Low Touch, Tech Touch) to segment clients and track the direct input levels required for each
- Our Value and Risk Assessment measurement tool, and the 8 unique ways we capture VOC (voice of the customer) to bolster our data and make decisions
- Predictive Client Profiling - how to measure "risk" for individual client churn and track it accurately over time, allowing you to craft re-engagement sequences that pull them back in
- The metrics and measurements of Client Services - put on your Data Scientist hat and dive deep into the numbers we track and how we use them to improve our client relationships
- When does it make sense to hire a Client Success Manager? We put it to rest once and for all, and give you the ideal profile, skillset and job description for the role
SECTION FIVE
Unlocking Loyalty: Retention Frameworks
Client churn is more than just an inconvenience - it's a red flag that points to bigger issues in the culture. In this section we give you the tools we use to reverse the effects of churn and hang onto the best clients once you have them in your community.
Inside we cover:
- Churn Mitigation 101: The true costs of churn to your business (in money, time, and manpower) and what basic steps you can take (outside of larger systems) to put a stop to it
- Why advocacy is the ultimate weapon of program growth, and what you need to do to generate it on a massive scale
- The 4 types of advocates, and how to collect info from each - plus, how to deal with negative feedback when you (inevitably) get it
- Our retention optimization frameworks, and how maximizing one particular step of the client journey (Adoption) can be the key "tipping point" of retention
SECTION SIX
Mastering Client Services
The final segment is all about the nitty gritty of building out your Client Services team (when you're ready to do so). Everything from who you need, to what you should pay them, and how you should train them... ALL broken down for you.
Inside we cover:
- How to build your Client Services org chart - who to hire, in what order, and WHEN
- Our compensation plans for key players inside of the CS team, and what the expectations are for each role in order to maintain that pay scale
- The "CS Checklist" we use to track team activities, and make sure we are staying on top of client interactions, upgrade opportunities, and renewals
- How we structure weekly CS X Support meetings, including a Notion dashboard that you can use to implement with your own team
How You Can Access This Playbook
Right Here... On This Page ONLY...
You can access the entire playbook, 4.5 hours of training, dozens of templates, and insights into every client fulfillment system we have...
For a One-Time Payment of Just...
$297
PLEASE NOTE - Clicking the button above will add $297 to your order instantly.
- No, there will not be a downsell on the next page where we offer to split up the payments for this - it's already as low as I'm willing to let ANYONE pay to access it
- No, you will not be able to find this playbook later on our website or inside of another funnel for this price (because of how valuable these trainings are, I'm keeping it locked to just this page)
But - Just like with practically any offer I make... I'm taking the risk off of your plate and putting it on my own by covering your purchase with the best guarantee you'll find.
Here's How the Guarantee Works...
Your purchase of the "Client Services And Retention Workshop" today is covered by a 100% 60-day money back guarantee.
If you’re not happy with the product for any reason, message our team, and you’ll get the full amount back onto your card - no questions asked. Even if it’s Sunday and our team is off and resting, if you do not feel the product fulfilled its promise, we’ll honor your decision.
PLEASE NOTE - Clicking the button above will add $297 to your order instantly.
Have Questions or Need Help?
Have Questions orNeed Help?
Our team is ready and waiting to help you!
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