I want to deepen client relationships.

Are you struggling with client retention or getting client referrals?

You’ve converted right-fit prospects into ideal clients but are struggling to deepen those relationships as you are held back by:

❌ Transactional Engagements
Interactions with clients are limited to transactions and lack depth and personal connection.

❌ Limited Client Insights
A lack of understanding of your clients' evolving needs and goals limits your future growth.

❌ Infrequent Communication
There's a lack of meaningful dialogue to understand client needs and expectations fully.

You’re not alone here, as 22% of SMBs lose 40% or more of their clients annually because of client relationship management struggles. (Upcity)

Traditional client relationship management falls short in Age of AI.

The absence of a robust client relationship strategy can lead to significant setbacks:

🚫 High Client Churn: Clients leave you for competitors who offer more proactive and personalized engagements.

🚫 Missed Cross-selling Opportunities: A lack of trust and understanding hinders the promotion of additional services or products.

🚫 Loss of Word-of-Mouth: Clients who feel undervalued are less likely to refer you to their friends and peers.

Even in the Age of AI, client referrals are the most powerful marketing channel as people still trust people. In fact, 84% of B2B decision-makers initiate their buying process through referrals, while 88% of potential B2B customers seek word-of-mouth assurance before making purchasing decisions.

This creates an opportunity for you as a B2B entrepreneur to deepen client relationships that increase retention, referrals, and future revenue.

The Level Up Business OS makes it easy for B2B entrepreneurs to deepen client relationships by:

    1. Connect and have conversations with right-fit leads by asking them 3-5 questions every 90 days.

    2. Publish monthly research-driven reports to elevate your brand by sharing your unique perspective.

    3. Host mastermind groups to deepen connections with leads by building a community of like-minds.

    1. Have meaningful conversations every week with right-fit prospects to co-create content together.

    2. Build a searchable library of content assets (articles, videos, images) from your podcast conversations.

    3. Distribute and share content assets daily to further develop relationships and trust with prospects.

    1. Share the unique wisdom you gained over the past 12 months through research and podcast interviews.

    2. Turn your book into a keynote presentation to further expand your influence at industry events.

    3. Expand your keynote into an online course and workshop series to generate leads and convert prospects.