Summer Sprint (6/6): Retain All Revenue: Fix Your Client Relationship & Revenue Vulnerabilities

About This Series
Revenue growth has become inconsistent. Pipelines stall, clients hesitate, scope slips, and new opportunities are harder to generate and convert.

The issue isn’t effort. It’s the lack of a clear, repeatable system to drive growth across your teams. In this six-part summer series, we’ll focus on six practical ways to generate, convert, and protect revenue. Each session tackles a specific pressure point, from getting on the radar of new prospects to accelerating approvals to retaining and expanding existing client revenue.

Note: Registering for any session will automatically enroll you in the full series.
There is a registration fee for non-subscribers, which includes unlimited seats for your agency.

• JUL 14: Build a Repeatable Growth System: Power Your Entire Team > 
• JUL 21: Advance Client & Prospect Approvals Faster: Improve Proposals, Estimates & Ideas >
• JUL 28: Break Into New Categories & Diversify Your Pipeline > 
• AUG 4: Get on the Radar of More Prospects: Leverage AI GEO > 
• AUG 11: Turn Scope Control & Creep Into Revenue Growth >
• AUG 18: Retain All Revenue: Fix Your Client Relationship & Revenue Vulnerabilities >

About the Session
Revenue loss rarely happens all at once. It happens quietly – through weakening relationships, declining performance, and shifting client expectations.

Clients are under increasing pressure to deliver results. As a result, they’re reassessing their agency partners more aggressively than ever. The question they’re asking is simple: “Is this agency still delivering the value we need?” If not, they’re ready to move.

Most agencies don’t see this coming until it’s too late. They lack a clear way to evaluate the health of their client relationships, identify where they’re vulnerable, and take action before revenue is lost.

In this session, your teams will learn a practical model to assess the strength of each client relationship and pinpoint where revenue is at risk. The focus is on identifying vulnerabilities early, strengthening client perception, and uncovering new opportunities to retain and expand revenue.

The skills your teams will learn:

• How to evaluate the health of each client relationship in a structured way
• How to identify which clients are most at risk, and why
• How to assess the effectiveness of your client-facing teams
• How to take immediate action to strengthen relationships and reduce churn
• How to uncover new organic growth opportunities within existing clients

Training Materials

Following the session, those who attend will receive one week of recording access.

Who Should Attend

This series is designed for those at your agency who have the potential to help generate growth for your agency. Client-facing, new business, and management teams will find the learning particularly relevant.