Definition

Retention Strategy

A systematic approach to keeping clients engaged and preventing churn.

A systematic approach to keeping clients engaged and preventing churn.

Definition

A retention strategy encompasses all initiatives designed to keep clients satisfied and renewing. It includes onboarding excellence, consistent delivery, proactive communication, relationship building, and early intervention when warning signs appear.

Why This Matters for Agencies

Most agencies lack a formal retention strategy, reacting to churn rather than preventing it. Proactive retention is far more effective and less expensive than reactive recovery. A good strategy identifies at-risk segments and intervenes before problems become cancellations.

Example

Retention strategy components: Structured onboarding process, monthly health score review, QBR program for top clients, win-back campaign for at-risk clients, exit interviews for churned clients.

Power Your Retention Strategy

Angelwood provides the visibility, health scoring, and communication tools needed to execute an effective retention strategy.