10 Years Building Revenue Retention Teams, Programs, and Strategies in High Growth B2B SaaS Startup Companies
Did You Know?
Customers are 5 - 25X cheaper to retain than to acquire
Statistics show an increase in customer retention by 5% can lead to a company's profit growing by 25% to around 95% over time
Existing customers are 50% more likely to try new products and spend 31% more than new customers
Businesses with a robust retention program see a customer lifetime strategy increase of 125%
A modern retention strategy blends digital and human interactions and empowers YOUR clients to self-serve with automation and centralized resources. In other words, my job is to:
Deliver the RIGHT OUTCOMES
To the RIGHT PEOPLE
At the RIGHT TIME
In the RIGHT CONTEXT
If done right, a well-designed revenue retention strategy can empower EVERY business function and improve the metrics that matter most.
Reduce the time it takes for you to deliver the client outcomes that matter
Cut the fat and simplify your processes to increases scale & efficiency
Find better ad copy, content, and targeting
Improve client engagement
Systematically earn more $ via upselling
Identify advocates & referral partners
Generate case studies with proven data
Services
You send copywriting & assets. I execute the project & build system.
I help you plan and build your dream SaaS or coaching business
For larger systems, multiple reps, funnels, etc...
Account & CRM Setup
Integrations
Analytics/tracking
Subscriber form setup
Account walkthrough
Appointments & automation
Newsletter Setup
Customer Engagement Scoring
Newsletter copy-writing
Customer Journey Mapping
Web design, build, & SEO
6 Pages/Funnel
12 Pages/Funnels
TBD
Customer Engagement Scoring
45 days
45 days
45 days
You send copywriting & assets. I execute the project & build system.
Account & CRM setup
Integratins
Analytics/tracking
Subscriber form setup
Email templates
Appointments & automation
Newsletter setup
Customer engagement scoring
Web design build & SEO (6 Pages/Funnel)
Delivery time: 45 days
I help you plan and build your dream SaaS or coaching business
Account & CRM setup
Integratins
Analytics/tracking
Subscriber form setup
Email templates
Appointments & automation
Newsletter setup
Customer engagement scoring
Copy writing
Customer journey mapping
Web design build & SEO (12 Pages/Funnel)
Delivery time: 45 days
For larger systems, multiple reps, funnels, etc...
Account & CRM setup
Integratins
Analytics/tracking
Subscriber form setup
Email templates
Appointments & automation
Newsletter setup
Customer engagement scoring
Copy writing
Customer journey mapping
Web design build & SEO (TBD)
Delivery time: 45 days
Moving Forward? Next Steps!
Building a business is a personal thing. Don't you want to make sure we can work well together first? Me too. We'll spend 30 minutes talking about you, your desired state, and how I can help you get there.
Basic Coach Setup
Basic Agency Setup
Retention Coach Pro
Retention Agency Pro
Enterprise
Now that you've chosen one of our services, we'll have a call to build a shared & specific understanding of what success looks like.
Ok, it's time to start this party. We'll go over the project scope, who's in charge of what, timelines, communication channels, access, and tooling that will be used during the project.
If you're not happy with the work, I'll fix it until you are. If it just doesn't work, I'll give you a full refund! If you want ongoing enhancements you can join my membership package!
MEMBERSHIP
If you work too much on trying to figure out technology, then you won't have time to COACH or make money.
Let me do the boring work.
LAUNCHPAD
Ongoing support for enhancements, strategy, design, and sooo much more!
One request at a time
Average 48 hour delivery (pending deliverable)
SEO, Ads, Web Design, Funnels, Ad Copy, Automation, Journey Mapping, Consulting, LinkedIn Optimization, Newsletters, & More
Access to case studies of successful coaches
Pause or cancel anytime
10 years of revenue retention experience for high growth SaaS startups gives you a seasoned resource versed in solving business problems
Easily manage your requests & requirements with a project management tool
Pause or cancel any time. Full access to me for calls & emails to make quick fixes or adjustments
Websites & funnels under 30 days and other requests have next day delivery times
Get access to a portfolio of newsletter templates, conversion flows, & automation
No surprises. Pay the same fixed price each month. Pause when you don't need me.
Don't see your question. Hop on a call and I'll answer any question you have!
My expertise spans the entire GoHighLevel platform, including strategy and planning, account setup, plans and payment processing, designing landing pages, sign-up pages, and sales funnels, phone and SMS integration, calendar management, sign-up automation drips, cart abandonment automation drips, engagement scores, and more.
Absolutely! Every business is unique and so is their customers! Part of my service includes customizing GoHighLevel’s features to align with your specific business requirements. Whether it’s tailoring automation drips, setting up unique funnels, or integrating third-party tools, we ensure your platform is optimized for your success.
I assist in integrating your preferred payment processors (e.g., Stripe, PayPal) with your GoHighLevel platform, setting up plans, and configuring payment processing flows. This ensures a seamless and secure payment experience for your customers.
Dave Rocha does not, but Morgan, who founded BuildTheCourse is well versed in course building. In that circumstance, we would collaborate alongside Morgan and build a unique package specific for you!
"I just need my first client"
Most coaches defer to building an audience on social media to gain traction. You DON'T need social media to start making money. It's a huge time suck. Do this later! I help you narrow your niche & focus so that you can find 1-2 referral partners that give you consistent business. THEN, because you're making money, you can invest in other marketing channels,
"No one is buying my coaching"
Most coaches want to coach. They love making an impact. All the other stuff is secondary. Well, you need to put your business hat on in the beginning. I'll hold your hand here and take you through creating a simple business model to ensure you're actually solving problems people will pay for.
"My clients are staying with me"
Sometimes you're struggling to close deals. Other times, clients are dropping out of courses. Either way, you're losing money. I'll help you build a customer journey map to make sure your clients are getting the right experience, at the right time, and in the right way. This way, they not only stay, but spend more money with you. This is my specialty; I can't wait to build this for you.