Unpacking Our Client Retention Blueprint

In this episode of Scaling Together, Josh and Yesenia Nelson pull back the curtain on the retention systems that have kept their agency thriving for years. You’ll learn:The 48-hour wow window: how a high-touch onboarding box crushes buyer’s remorse.Strategic gifting that murders churn (hint: quality over quantity—always).Proactive satisfaction tracking—red / yellow / green dashboards, call grading, and monthly-touch scorecards.The right way to own mistakes and convert angry clients into lifelong advocates.Building a client-success team with the DISC and Kolbe profiles that actually matter.Consultative upsells and price-increase frameworks that feel helpful, not pushy.If you’re serious about keeping clients, scaling revenue, and leading with integrity, hit play now.Never miss an episode. Subscribe to the Scaling Together podcast on your favorite platform—new episodes drop every Wednesday at 10 AM ET.