Client Relationship Management & Retention

Client Relationship Management & Retention

Upsell flows based on client history

admiJuly 7, 20251 min read

Client Relationship Management & Retention

Recurrent follow-up schedule post-major life events

admiJuly 7, 20251 min read

Client Relationship Management & Retention

Personalized outreach for high-value clients

admiJuly 7, 20251 min read

Client Relationship Management & Retention

Loyalty program notification and point allocation

admiJuly 7, 20251 min read

Client Relationship Management & Retention

Lost client win-back campaign triggers

admiJuly 7, 20251 min read

Client Relationship Management & Retention

Expiry notification for prepaid session packages

admiJuly 7, 20251 min read

Client Relationship Management & Retention

Cross-selling pathways for related services

admiJuly 7, 20251 min read

Client Relationship Management & Retention

Client satisfaction score collection and reporting

admiJuly 7, 20251 min read

Client Relationship Management & Retention

Automated tracking of client milestones and anniversaries

admiJuly 7, 20251 min read

Client Relationship Management & Retention

Automated reminder for periodic check-ins

admiJuly 7, 20251 min read

Client Relationship Management & Retention

Upsell or cross-sell trigger emails

admiJuly 6, 20251 min read

Client Relationship Management & Retention

Sending check-in emails at regular intervals

admiJuly 6, 20251 min read