Automation is Key to Retention
Client churn is the silent killer of agencies. Often, clients leave because they feel neglected or don't see the value you provide. Automation solves both issues.
1. The Onboarding Welcome Sequence
First impressions matter. A 7-day automated email and SMS sequence that guides new clients through your setup process, introduces your team, and sets expectations can drastically reduce early churn.
2. The Monthly Performance Report
Don't wait for clients to ask "what have you done for me lately?". Automate the generation and sending of monthly performance reports. Highlight wins, traffic growth, and lead numbers directly in their inbox.
3. Inactivity Alerts
If a client hasn't logged into their dashboard in 14 days, trigger a check-in email. "Everything okay? Do you need help with X feature?" This proactive approach shows you care.
4. Milestone Celebrations
celebrate wins. Did they hit 100 leads? Send an automated congratulatory email or even a physical gift card using integration tools.
5. The Feedback Loop
Automate quarterly NPS (Net Promoter Score) surveys. Catching dissatisfaction early allows you to address issues before the client decides to cancel.
Ready to Scale Your Agency?
Get access to the same tools and automation strategies we discuss in this article.
Start Your 30-Day Free Trial