Design a Client Management System for Long-Term Retention

Having long-term clients is probably THE dream. So, why do they keep leaving after a month of what you think is a solid work relationship? Here’s a hint: you don’t have a well-defined client work management system in place to retain your clients in the long run.

If this sounds familiar, then don’t wait to watch part 3 of our free training for agency owners, consultants, and service providers. In this video, we’ll show you how to:

- Build a custom work management system,
- Define the structure of your client system,
- Add goals and define projects for your clients,
- Organize and manage tasks and employees,
- Track the progress of your tasks,
- Share the system with your clients,
- Organize all of it in one place i.e. Infinity.

If you’re ready to put an end to short-term relationships with your clients, be sure to click on the play button.

Watch part 1 here:    • Create a Standardized Client Sales Pr...  

Watch part 2 here:    • Build a Great Onboarding Process to R...  

Preview the Client Work Management template here: https://startinfinity.com/templates/c...

Link to the full training: https://startinfinity.com/client-mana...

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