Episode 168

full
Published on:

15th Sep 2023

How to Create Client Success Plans That Don't Suck

There is an art to perfecting client success plans in order to maximize value for your clients, increase retention and ensure the renewal.

In this episode Megan shares her perspective on how to truly partner with clients to develop client success plans, making the process a mutual undertaking.

Here are some of the topics included in this episode:

  • Benefits of client success plans
  • The process of developing client success plans
  • Creating client journey success plans
  • Improving the success plan process
  • Defining client initiatives for each phase in the journey
  • Reporting on progress of a client success plan

Highlights:

02:28 - the biggest reason for a client success plan

07:30 - what you want to move away from within your team & with clients

10:38 - phases of the client journey

19:15 - improving the success plan process

Follow Megan Huber’s Socials:

LinkedIn  |  Instagram  |  Facebook  |  Retreats  |  Consulting

Next Episode All Episodes Previous Episode

Listen for free

Show artwork for Built to Last

About the Podcast

Built to Last
Honest Conversations About Marriage, Motherhood and Business
Ever wanted to hear how powerful women leaders are building their legacy businesses while also balancing marriage and motherhood all done in a fulfilling, joyful, and sustainable way? That’s exactly what Megan and her guests will do. Life can be overwhelming and the day-to-day roles and responsibilities can leave you wondering if you’ve got what it takes to build your dreams.
Tune in each week to learn from Megan Huber, a former high school teacher and Director of Programs for an international coaching company turned business growth consultant and leadership mentor for women entrepreneurs building world-changing empires.
In each episode, Megan will give you the permission, motivation, and tips & tools to step into the role of CEO of your legacy business while also navigating life as a happy wife and Mom.
She’ll also be interviewing powerful women leaders and entrepreneurs to give listeners an inside scoop into what it really looks like to build a business while living a life truly aligned with your family and overall life values.