Retention Worksheet

If someone is looking to cancel and they follow your agreement guidelines.... ---> what policies do I have in place & what can I transition them into)

If someone cancels midway through the contract... ---> what policies to I have in place and how do I move forward with/without them?

If I can't tolerate a client...then ---> what do I do? Is there an alternative program they can feed into? Is there an affiliate program I can setup with someone locally that can take on these types of clients (or clients who don't fit your criteria)

If a client is in my program ---> what am I doing to show them constant appreciation?

On the initial sales call, is there an offer available for prospects who can't afford your current offer? What is the offer (and does it make sense for you with your time (refer to time vs money document)

If someone commits to the program (but they get too busy) how are we going to resolve this and what can we do that can be a repeated process if you run into this again?

If someone's payment fails, what are we doing to make sure we resolve this quickly.

If I lose a client, what sense of urgency do I have that day/week/ month to replace them? (REFER TO MOUNTAIN CHART)