Data + Insights Strategy

Customer Retention Strategies

Long-term customer retention starts on day one. The moment you bring on a new client, your work to keep them begins. Ansira is here to help with tips and tricks to build a winning customer retention strategy. Moving from that first transaction to a second (and hopefully a third and fourth) takes dedication, education, and communication. Equipping your team with the tools they need to build and deepen relationships will be the key to any successful retention plan.

Join Ansira’s SVP of Client Partnership John Pedini, SVP of Client Strategy Amy Ochoa, and Director of Sales Enablement Erin Zaborac, for a discussion surrounding proven practices related to maintaining relationships with your clients and increasing revenue after the sale.

Key topics of conversation will include:

  • Onboarding new clients and starting retention efforts on day one
  • Building customer profiles – what you need to know and how to get it
  • Automation versus personalization – identifying areas to streamline processes and tailoring content to the right audience
  • Defining KPIs and evaluating success