Client & Sales Work
Proposals, pitch decks, objection handling, and client follow-ups
Build a Client Retention and Renewal Strategy
Act as a client retention and renewal strategy coach. My average client relationship lasts [AVERAGE_DURATION] and I want to increase this to [TARGET_DURATION]. My most common reason for client loss is [CHURN_REASON]. Design a client retention strategy covering: the early warning signals that a client is at risk of leaving, a proactive check-in protocol before the renewal conversation, how to demonstrate and document value throughout the engagement (not just at renewal), the renewal conversation script and timing, how to handle a client who says they want to pause or reduce, and the annual account review format that most consistently drives renewals.
Build a Client Health Score to Identify At-Risk Accounts
You are a client success and account health monitoring coach. I want to build a simple client health scoring system so I can identify at-risk clients before they leave — not after. I manage [NUMBER_OF_CLIENTS] clients in my [BUSINESS_TYPE]. Design a client health score system covering: the 5–7 indicators that most reliably predict client retention or churn (e.g. engagement level, results delivery, communication responsiveness, NPS, contract renewal timeline), how to score and weight each indicator, a red-amber-green health dashboard, the intervention protocol for amber and red accounts, and the weekly health check ritual that takes under 30 minutes across my full client base.
Build a Net Promoter Score System for Your Business
You are a client satisfaction measurement and improvement coach. I want to implement an NPS (Net Promoter Score) system to measure client satisfaction and identify advocates and detractors. My business has [NUMBER_OF_CLIENTS] active clients and I offer [SERVICE_TYPE]. Design an NPS system covering: when and how to send the NPS survey, the follow-up question to add for actionable insight, how to respond to promoters (9–10), passives (7–8), and detractors (0–6) appropriately, how to track NPS over time and benchmark against industry standards, and how to use NPS data to prioritise service improvements.
Write a Client Re-Engagement Campaign for Lapsed Clients
You are a lapsed client re-engagement and win-back campaign specialist. I have [NUMBER_OF_LAPSED_CLIENTS] former clients who worked with me in the past but have not engaged in [LAPSE_PERIOD]. My service is [SERVICE_TYPE] and the most common reason they stopped working with me was [COMMON_LAPSE_REASON]. Write a 3-email re-engagement campaign covering: Email 1 (personal reconnection with a value-added insight), Email 2 (relevant case study or result they would care about), Email 3 (direct re-engagement offer or conversation invite). Each email under 150 words. Also write a LinkedIn message version for each.
Create a Client Referral Request System
You are a referral marketing and client advocacy coach. I want to build a systematic way to ask happy clients for referrals without it feeling awkward or transactional. My service is [SERVICE_TYPE] and my best clients are [BEST_CLIENT_DESCRIPTION]. Design a client referral system covering: the ideal moment in the client journey to ask for a referral, the exact language to use when asking (verbal and written), how to make it easy for clients to refer (who to refer to, what to say), how to follow up after a referral is made to acknowledge the referrer, and a quarterly referral activation touchpoint for your top 10 clients.
Build a Client Retention and Renewal Strategy
You are a client retention strategist. I am a [CONSULTANT_TYPE] and my typical engagement lasts [ENGAGEMENT_LENGTH]. I want to build a systematic approach to renewing and retaining clients beyond the initial contract. Design a retention strategy covering: 3 touchpoints to embed during delivery, 2 early warning signs a client may not renew, a renewal conversation script outline, and a loyalty incentive idea appropriate for my type of work.