Client Retention - Scorecard

Improve Engagement & Strengthen Relationships

In today's competitive landscape, retaining clients isn't just about satisfaction, it's about understanding their evolving needs and aligning your services to meet them. Our Client Retention Scorecard delves deep into your clients' experiences, uncovering actionable insights that can unlock new opportunities and drive revenue growth, enhance service delivery, and strengthen long-term relationships.

We use a structured approach to conducting customer service interviews to gather deep insights into customer satisfaction, sales effectiveness, and areas for improvement. The outcomes will help optimize engagement strategies, sales processes, and relationship management.

What Is the Client Retention Scorecard?

A structured program where we conduct in-depth interviews with your current and past clients to:

Understand Customer Experience – Assess satisfaction, pain points, and opportunities for improvement.
Identify Sales Gaps – Discover why sales may not be growing and where the sales process may be failing.
Improve Customer Retention – Ensure existing customers remain engaged and satisfied.
Optimize Sales Approach – Shift from a transactional (hard selling) approach to a consultative (smart selling) strategy.
Enhance Communication Strategies – Determine how often and through what channels customers prefer to engage.

Understanding Why Your Clients Buy

Most companies believe they provide a superior client experience, but research shows only 8% of clients agree.

Could this be happening in your business?

My Client Retention Scorecard dives deep into your clients’ experiences, uncovering critical insights that will help you increase your business value.

The Benefits of this Initiative

I conduct personal, in-depth interviews with your current or past clients, delivering actionable insights that help you:

Know why your clients buy: understand what motivates their decisions and how to sell more effectively.
Optimise resources: focus your efforts on what your clients truly value, improving efficiency and return on investment.
Address issues proactively: resolve concerns before they cause clients to leave, increasing client retention.
Spark innovation: gain new ideas and suggestions from clients on how to enhance your products or services.
Increase competitive advantage: build longer-term, profitable relationships through consistent, proactive feedback.
Social Proof: You'll have case studies and testimonials which enhance trust by providing social proof.

Why Personal Interviews rather than On-Line Reviews?

While online reviews have their place, our client interviews go into significant depth teasing out nuances which give you additional insight into your performance.

What You Will Walk Away With:

A deep understanding of client motivations to craft strategies that truly resonate with your audience and increase engagement.
Stronger, long-term client relationships by addressing concerns proactively and ensuring clients feel valued, leading to higher loyalty and greater client retention.
A growth strategy with actionable insights that will help you optimise your offerings and recover opportunities with both current and past clients.

Interviewing High School Principals revealed opportunities to extend an educational program from a 1-year engagement to 3 years - increasing the program's investment by 326% from $23,000 to $75,000.

Speaking with clients of a highly specialized Engineering Consultancy we discovered an opportunity whereby clients would increase the number of projects they commissioned by 85% significantly adding to their bottom-line profits with almost no extra marketing or sales effort.

Why Work With Me?

I love helping business owners achieve long-term success.

I blend Psychology and Sales – As a Board Certified NLP Trainer, I incorporate human behaviour insights to empower your team to perform at their best. My deep technical expertise with decades of experience in sales, leadership, and business strategy enables me to pinpoint inefficiencies in sales and leadership processes and implement systems that deliver measurable outcomes.

My personalised approach provides actionable insights and proven strategies to transform your sales process and drive results. When you work with me, you gain a trusted partner committed to helping you achieve measurable success and reach your full potential.

My clients see real, tangible improvements whether it’s 20-30% revenue growth, a stronger sales pipeline, or a more cohesive leadership team that’s ready to take the business to the next level.

What You Will Receive With This Initiative:

Comprehensive Client Insights Report that will help you understand your clients’ pain points and decision-making processes.
Immediate Notification of Urgent Issues to stay ahead of potential problems by being informed of critical concerns as soon as they arise.
A case study/testimonial as appropriate

How is this structured?

You choose a mix of current and possibly former clients I can interview.
I will provide an email script you can send to introduce the concept and ask if they’re happy to participate. In my experience 99% of people asked will do so.
Once you receive the okay, I make a time to speak with them.
The conversations are peer to peer and have a natural flow.
Should there be either opportunities to provide immediate new services or conversely, we find an issue which needs to be addressed urgently, I’ll immediately contact you with details.
You’ll receive a report with my observations as well as a case study/testimonial if appropriate.
I recommend speaking with between 5 and 10 clients.

Ultimately, just one major client increasing their spend with you will pay for this service!

Contact Rashid Kotwal on +61 414 913 334 or Email: Rashid.Kotwal@revealedresources.com for a confidential discussion moving forward.

P.S. You may be thinking your clients will call you if there's a problem. And most may. This service is mainly about unearthing opportunities for growth. Use it that way.