Episode 03

The Retention Radar

Clients quietly leave at fixed-rate expiry or when a competitor calls first — and you find out after the discharge.

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Problem

Clients quietly leave at fixed-rate expiry or when a competitor calls first — and you find out after the discharge.

Solution

A monitoring workflow that flags at-risk clients months before their expiry date, with a reason to call attached.

Outcome

You call them before anyone else does — retention becomes proactive, not luck.