The Coach's Client Retention Playbook
How to Turn One-Time Clients Into Long-Term Revenue.
Turn completed engagements into renewals, expansions, and referrals ... without feeling pushy or transactional.
Download the free playbook that helps executive, leadership, business, life, career, and sales coaches build alumni engagement systems, expansion ladders, and referral activation that creates compounding revenue over time.
What You’ll Learn Inside the Playbook:
✅ Why the retention gap is quietly costing you more revenue than any acquisition problem ... and how to close it
✅ The 3 Retention Systems that work together ... and how they turn one-time buyers into long-term partners
✅ How to build an Alumni Engagement Engine (quarterly touchpoints, first-look access, annual events) that keeps past clients warm without constant effort
✅ How to create an Expansion Ladder that makes "what's next" obvious ... without feeling like a hard sell
✅ The Referral Activation System and templates that turn satisfied clients into active advocates consistently
✅ The 30-day build plan and worksheets you can implement immediately
What’s Included:
- The Client Lifecycle Flywheel
A one-page visual that shows how retention creates compounding growth ... Alumni Engagement → Expansion Opportunity → Referral Activation → New Client → Alumni - Alumni Engagement Engine Builder
A fill-in-the-blank system to create your quarterly touchpoint calendar, value email themes, and first-look access offers that keep relationships warm - Expansion Ladder Worksheet
A simple framework to map your natural client progression from entry to premium offers and design the renewal conversation that makes continuing feel natural - Referral Activation System
A plug-and-play set of templates that makes referrals systematic ... conversation script, intro email, incentive structure, and tracking - Alumni Engagement Tracker
A spreadsheet format to maintain your alumni database and plan quarterly value touchpoints throughout the year - 30-Day Retention System Build Plan + Worksheets
A realistic plan to install all three systems in 30 days, plus copy-paste worksheets you can reuse weekly
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