Title Day 6: Client Retention Mastery ✅

Why Client Meetings Are Critical Client meetings are the most valuable touchpoint you’ll have with your clients. This is your opportunity to show off, sell, consult, and build trust. But make no mistake: they’re also a significant investment—both in terms of time and money. (If the same objectives can be achieved via email or a quick call, don’t schedule a meeting.) Think of your client meetings as your agency’s stage. Every word you say, every decision you guide, and every action you take builds your client’s trust in your expertise. It’s your opportunity to: ● Sell: Reinforce your value without sounding like a sales pitch. ● Consult: Show that you understand their problems deeply and provide tailored solutions. ● Strengthen the Relationship: Build the kind of trust that turns short-term deals into long-term partnerships. Remember: meetings aren’t just about updates—they’re about outcomes. A poorly planned meeting wastes time, drains energy, and risks your credibility. The key is preparation and execution. The Client Meeting Framework At Genflow, we swear by a 5-step Client Meeting Management Framework that ensures every meeting is productive and outcome-driven: 1. Preparation: Be crystal clear on the goal, agenda, and materials. 2. Opening: Set the tone, align on the objectives, and engage the room. 3. Facilitation: Manage time, guide the discussion, and lead decision-making. Product created by Genflow. For more information, click here. @ 2025 Genflow I’ve put together a video where I walk you through the key principles for client retention. In it, I show you how to apply these strategies effectively to build stronger, lasting relationships with your clients. Watch it here: Client Retention Mastery
4. Closing: Clearly define next steps, ownership, and deadlines. 5. Follow-Up: Provide detailed meeting minutes and actionable next steps. Let’s break this framework down into actionable steps you can implement today. Click here to open the Miro board 1. Preparation Click here to open the Miro board Great meetings don’t happen by chance. They happen because you planned for them. Start by asking yourself: Product created by Genflow. For more information, click here. @ 2025 Genflow