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Account Management Playbook

Client Success & Retention System

How we retain clients at 95–97%. This is not just training — this is your retention engine.

Why Clients Leave

They feel neglected

They don't understand results

They don't feel valued

They perceive indifference

Our goal is to create:

A balance of results + experience

We are not a vendor. We are a growth partner responsible for helping clients generate more revenue, move more units, and hit their business goals.

You are the bridge between:

The Client

Fulfillment Team

(White-label team)

You do NOT do fulfillment.

You:

Own communication
Translate goals into execution
Ensure nothing falls through the cracks
Protect the relationship

Your #1 KPI

Client Retention: 95–97%

Week 1 Onboarding Checklist

Check off each item as you complete it for new clients.

This Is Your Retention Engine

This is what gets you to 95–97% retention, justifies $5K–$15K/month, and allows you to scale without chaos. Add a Loom video of yourself explaining each section at the top.