/02 · Keep More Clients

Grow revenue 15–25% from clients you already have.

For founder-led businesses doing £1–10M. A complete retention system, built around how you actually work with clients, installed for you, and handed to your team in 90 days.

Take the Retention Scorecard →Book a 20-min call

10 minutes. See how your retention setup scores out of 100, and exactly where you're losing clients.

/01

Keep more of what you win

Stop losing clients you fought hard to land.

/02

Grow existing accounts

The cheapest revenue you'll ever find.

/03

See risk before it leaves

Spot at-risk accounts before they churn.

The problem

You work hard to win clients.
Then you lose too many of them.

  1. /01Clients leave 12 months in, and you're not always sure why.
  2. /02Onboarding is different every time, depending on who's running it.
  3. /03You've never systematically grown an existing account.
  4. /04You find out an account's unhappy when they're already leaving.
  5. /05A big chunk of revenue would walk if your top few clients left.

Winning clients is expensive. Keeping and growing them is where the profit is.

What's installed

What's installed in 90 days.

A real retention system. Built into your business, run by your team, owned by you.

/01

Documented retention process

  • Onboarding through renewal, fully mapped
  • The first 30/60/90 days standardised for every client
  • A clean handover from sales into account management
/02

Client health scoring

  • Every account scored red / amber / green
  • An early-warning system that flags risk before it leaves
  • An at-risk escalation playbook
/03

Proactive outreach & check-ins

  • A repeatable cadence that keeps clients close
  • Check-in structure and QBR template
  • Communication standards, consistent across the team
/04

CRM configured for retention + live dashboard

  • Set up to track health, renewals, and expansion signals
  • Net revenue retention and churn always visible
  • ClientPulse integration when available
/05

Renewal & expansion rhythm

  • A renewal process worked early, not at the last minute
  • An expansion playbook: when, how, and what to upsell
  • A weekly account review that surfaces growth
/06

Scored, not filed away

  • Built on the Scale DNA platform
  • Every deliverable scored day 1 vs day 90
  • A living system, not a folder of PDFs
+8
bonus assets

Everything else the team needs to actually run it, day to day. Included, not extra.

Welcome & kickoff sequenceOnboarding materialsWin-back sequenceRenewal scriptsReferral & advocacy processCase study captureNPS & feedback collectionRecorded training to re-watch
How it works

The 90-day install. Step by step.

From first benchmark to a system your team runs, in 90 days.

/01Week 1

You know exactly where you stand

We score your current retention setup and pinpoint where you're losing clients.

/02Weeks 2–10

The system gets built

Onboarding, health scoring, outreach cadence, expansion playbooks, built and installed for you.

/03Weeks 11–13

The team takes it over

We hand the system across so it runs without leaning on us.

/04Day 90

Your retention runs on a system

A working system, a trained team, and a score that's moved. Revenue that compounds from clients you already have.

Everything lives in your platform.

The full system

One price. Everything installed.

Fixed price, fixed scope. The complete retention system built into your business in 90 days. Onboarding, account management, health scoring, expansion, and the rhythm that runs it.

What this costs
£4,000/ month
3 months. £12,000 total.

Includes everything above. Standard CRM setup included (any CRM, or a fresh build). ClientPulse included when available. Migrations and AI data-enrichment quoted as add-ons.

Our guarantee

On day one we score your retention system out of 100. We guarantee to improve that score by at least 30%, or we keep working at no extra cost until we do.

Book a 20-min call →
Where you'll see the difference
  • 5–7×
    Cheaper to keep than replaceReplacing a churned B2B client costs five to seven times more than retaining one.
  • +15–25%
    Revenue from existing clientsSystematic cross-sell and expansion to clients you already have.
  • −27%
    Lower churn with proactive outreachReaching out before problems escalate measurably reduces churn.
  • 2.5×
    Profit impactRetaining B2B customers boosts profit by roughly two and a half times.
  • #1
    Onboarding is the biggest leverOnboarding quality is the single biggest driver of churn reduction.

Industry benchmarks for businesses with a properly built retention function. Your results depend on execution.

Optional, after install

Keep More Clients Management

£1,500/ month

After install, we stay on to hold the system in place: AI monitors whether check-ins, health scoring, and renewals are being worked, and we hold the team accountable each month.

Start here · Risk-free on-ramp

Not ready for the full system? Start with a Sprint.

A fast, fixed-price way to sample the approach. Yours to keep, whatever you decide.

Retention Sprint
£995one-off
2 weeks. One-off, fixed price.

A fast, fixed-price way to sample the approach. You get your retention process mapped as it actually runs, a built client-health scoring model you can use immediately, and the top fixes ranked. Yours to keep, whatever you decide.

The credit mechanic
100%credited

The £995 is credited in full against the £12,000 if you continue within 30 days. Starting with the Sprint costs you nothing extra if you go on. It's just the full purchase brought forward and de-risked.

Book a 20-min call →
What's delivered
  • /01
    Retention process mapped as it runshow you onboard and keep clients today, on paper.
  • /02
    Client health scoring model (built)red / amber / green, ready to use immediately.
  • /03
    Check-in cadence (built)the touchpoints that keep clients close.
  • /04
    Top 2–3 fixes rankedplus a blueprint of the full install.
Is this for you?

Right fit, or honest no.

Right fitThis is for you if…
  • Founder-led B2B doing £1–10M.
  • You have existing clients worth keeping and growing.
  • Either visible churn, or you never systematically grow accounts.
Honest noThis isn't right if…
  • One-off transactional business with no repeat relationship.
  • No existing client base yet.
  • You want someone to manage your accounts for you ongoing (that's a hire, or our Management retainer).
Questions

The ones founders actually ask.

Yes. It's built for any business with repeat or recurring clients: agencies, MSPs, professional services, retainers. Not for one-off transactional work.
Our client health and feedback tool, installed as part of this system to give you live visibility on every account. (Rolling out shortly.)
Then the bigger prize is expansion: most businesses never systematically grow their existing accounts. This builds that system too.
Your team, trained on the system. Or optional Management at £1,500/month keeps us on to oversee it.
2–3 hours a week from you. A bit more from whoever owns client relationships.
You own the system. Optional Management at £1,500/month, or platform access at £99/month.
Next step

Book a call.

20 minutes. We'll benchmark where your retention stands today and give you 2–3 things you can act on this week. Even if we never work together.

Take the Retention Scorecard →Book a 20-min call