Keep the clients you’ve already won.
A fractional client services leader inside your agency that diagnoses churn and trains your team on the processes that retain your book of business.
Agencies between $2M and $20M in annual revenue, that want to slow client churn and grow their agency.
You’ve built a great team and you’re winning new business, but churn is quietly undoing the work. Renewals are dwindling. Agency growth is slow. Your account managers are firefighting instead of leading. You need someone senior in the seat with experience directing teams on how to delight and retain clients.
An operator in the seat, not a deck of recommendations.
Retention diagnostic
A clear-eyed read on why accounts are leaving and a roadmap on how to retain them.
Account growth playbook
The conversations and communication your team needs to retain and scale client accounts, documented, and trained on.
Team leadership
Direct coaching of your account leads, with escalation coaching and weekly one-on-ones, and hiring support available.
Client-facing communication
Recommedations for your most important accounts: QBRs, escalation conversations, expansion pitches and beyond, to equip your team with what they need to grow your agency.
Your embedded Fractional VP of Client Services.
Three week diagnostic
I shadow on client calls, analyze your churn numbers, review client survey results, and meet with your team. You get a report of what’s really happening and why you're losing revenue.
Sixty to ninety-day rebuild
I work closely with your team to install the processes that stop the client churn. I lead the rollout, your team learns by doing it with me.
Ongoing fractional leadership
Period meeting to finish tuning the system and developing your team leadership so that I can phase out.