Reduce Client Drop Offs With The Client Journey Tracker

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Step 1. Identify Client Drop-off Reasons

• Understand that clients drop off due to lack of value or support.
  

Step 2. Use Client Journey Tracker

• Utilize the client journey tracker to visualize client progress.
  

Step 3. Set Up Client Journey

• Clients automatically appear in meeting set up and move week-to-week.
  

Step 4. Monitor Client Progress

• Track client progress and identify potential drop-off points.
  

Step 5. Add Touch Points

• Add additional touch points, such as calls or check-ins, to support clients.
  

Step 6: Increase Lifetime Value

• Extend client lifetime value by adding extra months of support.
  

Step 7. Automate Client Movement

• Clients automatically move to long-term after 12 weeks.
  

Step 8. Manage Client Loss

• Drag lost clients to client loss, removing them from automations and scheduling follow-ups.
  

Step 9: Review and Adjust

• Regularly review client journey tracker and adjust touch points as needed.