The 6 Secrets to how I keep agency clients for YEARS.

33 CONTINUOUS MONTHS is the record so far...

...and still going up.

All starting from a single LinkedIn connection request.

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FIRST, WHY?

Retention is the KEY factor in the success of your business if you're an agency or provide a B2B service.

The average agency client retention rate is JUST 3 MONTHS.

You'll never grow this way unless you're charging high ticket (25k+) & have sales dialled-in.

P2

#1. PRODUCE KPIs

KPIs are critical for retention.

Clients won't remember all the value/leads/deals you've brought them unless YOU document them.

I create a Google Sheet and give them access 24/7 as a constant reminder.

Plus it helps them to follow-up and close more deals.

P3

#2. CREATE WEEKLY UPDATE REPORTS

I used to create written reports every week with KPIs & details of their new leads.

Clients LOVED them...

...but they took a lot of time to create and send.

So I stopped writing reports and instead started to...

P4

#3. SPEAK WEEKLY

This is the #1 thing you should do to retain clients longer.

Most agencies HATE speaking with their clients.

...which is why their retention sucks.

Speak WEEKLY & you'll build a strong relationship.

Help them to get MORE value from your leads.

But HOW?

P5

The cold email ice-cream saga (in 5 Acts)

Humour is powerful in email but is a PRO skill

Get it right & even boring offers will get responses

Why?

Because you've made someone FEEL HAPPIER...

-- FULL EMAIL SEQUENCE --

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LET'S GO!

1/7

Email 1: mint chip ice cream

Using humour helps when you don't have a killer offer.

While the offer isn't bad, there are no case studies with proof.

In this case, proof is in the email copy itself.

If it makes you smile then it must work on others too.

2/7

Email 2: rocky road?

Email 2 is normally a short 'bump'

Here, referring back to the last message with humour, is smart.

Good humour often involves unusual contrasts.

e.g. mint chip and toothpaste are not normally connected

So its funny when they're juxtaposed.

3/7

Email 3: Superman ice cream?

Email 3 refers back to 2 (Rocky Road), another nice loop.

The childhood story evokes childhood nostalgia, one of THE most powerful emotions in copy.

The coconut whip cream line is unnecessary however and pushes our suspension of disbelief

4/7

Email 4: root beer float?

The problem here is that the ice cream analogy is getting a little tired and over-extended.

Its saved by returning to reality with benefits like 'real examples of customers closing deals'

When you write copy casually like this, its powerful...

5/7

[VIDEO] How To Scale Your Digital Agency With >90% Profit Margins & <2.4% Churn Rate

// 15 Takeaways from my interview with Shaun Clark, CEO of @gohhighlevel //

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#1 - Why HighLevel's flat monthly fee for 'unlimited clients' business model has totally disrupted traditional SaaS CRMs

#2 - Why 8 and 9 figure companies like Thryv and Podium are all in on SaaS - and why agencies are actually in a BETTER POSITION to join them

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#3 - Why Thryv has just a 2.4% churn rate with a Revenue Per Customer (RPU) of $304 and going up

#4 - How Thryv is a billion-dollar company who's main product is basically a white-label of Vcita, the online calendar tool

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#5 - How Podium's Customer Aquisition Cost (CAC) is $1,200 but Lifetime customer value (LCV) is $12,000 and going up

#6 - How agencies can charge for SaaS alongside their current services and 4x their client retention (I've experienced this personally)

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#7 - How to get results with HighLevel alone (no ads needed) in week 1 purely with 'Database Reactivations' - including my own story

#8 - Why its a dangerous myth that white-labelling is a poor man's SaaS with no real valuation or ability to exit with a significant multiple

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