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The package

Client Retention System, Designed and Built

Connect the ways clients sign up, hear from you and continue working with you into one retention system built around the technology the business actually uses.

A good fit when

A coach or consultant whose clients finish, say it was great, and are never heard from again. You have their addresses somewhere. Nothing goes out unless you sit down and write it.

Choose a different option when

Somebody looking for one email sequence. That is Email and Text Automation and Sequences on its own. This is the review, the design and the build together.

26things included
8services inside
7steps, in order

What the package gives you

The review, first

  • Every channel you actually get clients through, listed and ranked
  • The tools and platforms you already pay for, and what each one can already do
  • Where addresses and phone numbers are sitting now, and whether you are allowed to use them
  • Whether your platform can tag and group people at all, checked before a pathway depends on it
  • What can be reused, and what is worth replacing, with the monthly cost of each in writing

The pathways, designed and approved before anything is built

  • What happens after somebody buys, in order, with the timing on each step
  • What happens when a client finishes, so the end of the work is not the end of the relationship
  • What happens when somebody goes quiet, and how long quiet is
  • Where a pathway hands off to a human, and what you do at that point
  • Drawn out as a map you keep, whoever builds it

Getting permission, which is what the rest runs on

  • An email signup and a text signup, worded so the opt in is real
  • Placed where people already are: the site, the checkout, the booking confirmation
  • Connected to the platform that sends, so an address entered arrives on your list
  • One list, cleaned of duplicates and dead addresses on the way in
  • Groups and tags, so a campaign can go to past clients rather than to everybody

The writing

  • Every sequence in the pathways, written to your brand
  • Two rounds of revisions on the writing
  • The campaigns that go out on a date, with the first one written as the template

The build, connected and tested

  • Each sequence built in your own account, on your platform or one recommended
  • Triggers connected, and rules set so one pathway pauses another
  • Text where your platform sends it, set up alongside the email
  • Every pathway run end to end as a test customer before a real person sees it
  • A loyalty program where you sell something repeatable

Knowing it worked

  • Reporting connected, where your platform has it
  • Who opened, who clicked and who bought again
  • A written handover of every pathway, where it lives and how to change a line

Related work quoted separately

  • Your platform subscriptions and your text message charges, which are billed to you by the provider, in your own name
  • Buying or renting a list. Every address is one your business collected
  • Any promise about how many clients come back, or how often
  • A website build or redesign. A signup form goes on the site you have
  • Filming, photography and video editing
  • Coaching the conversation you have with a client who is leaving

What happens, in order

  1. The review, and the tools you already pay for listed with what each can do
  2. The pathways drawn and approved before anything is built
  3. Platform recommendation in writing, with the monthly cost, where a new one is needed
  4. Signups placed and connected
  5. The writing, then two rounds of revisions
  6. The build, then every pathway run end to end as a test customer
  7. Handover, written down

What keeps the work moving

  • Access to the platforms you already pay for
  • Your brand kit or an email template
  • Wherever your contacts are now, in whatever shape they are in
  • Half an hour of you talking about how a client experience actually goes
  • One person who approves the writing

Services inside this package

Each service also has its own page and can be quoted separately.

Ask about this package or call (561) 203-9685
Need a different combination?

Build a custom package instead

Keep the parts that fit, remove the parts you already have and add the connected work this business needs.

Build a custom package See all packages or call (561) 203-9685

Get a quote

Tell me the result you want and where I can see the business now. I use that information to identify the most useful service or package and decide whether I can quote it in writing. If one missing detail changes the work or price, I will ask for that detail or suggest a short call.

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What happens next: I review the links and details, then reply within two business days with the best next step, any one question I still need answered, or a written quote when the scope is already clear.

Prefer regular email? [email protected]

Derek Packer

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