Key client growth and retention
We take off your hands: ranking clients by margin and potential, chasing promises made in meetings and turning post-project reviews into repeat work.
You get: clients ranked into tiers, every promised action chased and post-project review notes, for your account owners and directors to act on.
Get a price for thisOr check first: Are we ready for AI?
The problem
We rely on repeat clients but we don't manage them as well as we win them.
What is in this package
- Spot clients who have gone quiet and prompt the account owner to re-engage
- Capture lessons learned at project close and make them searchable
- Find clients who could buy more, such as maintenance after an install
- Ask clients how the job is going at key stages and flag any concerns
- Log every action promised to a key client and chase it until done
- Rank clients into key, grow, maintain and stop tiers
- End of defects period to client review, lessons and the next jobWhole process
- Prepare and record the post-project review with the client
- Plan each sales rep's visits from account value and location
- Prepare quarterly account review packs for key clients
- Find the themes that keep coming up in client feedback
- Plan and run a customer price increase round
- New client's first job to repeat workWhole process
- Ask satisfied clients for reviews and testimonials at the right moment
- Show sales reps which contractor accounts are buying less
- Show each client progress, photos, decisions due and changes in one place
- Trade account tiering to planned rep visits and recovered accountsWhole process
12 more parts, which a call confirms.
We price a whole package as one build (our rule). A call confirms it.
What it needs to work
- CRM or client list, job margins, client feedback and meeting notes
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Main contractors
- Specialist subcontractors
- Surveyors and cost consultants
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?