🔄 Module 47: Long-Term Retention & Re-engagement

Keep clients coming back with simple, proven systems.

⏱️ 50–70 minutes Difficulty: Intermediate
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By the end of this module, you’ll have a clear retention offer, an automated renewal flow, and a ready-to-send reactivation campaign that brings past clients back without feeling salesy.

2. Why It Matters

Revenue becomes predictable when clients stay longer and return more often. Retention and re-engagement protect your time, reduce the pressure to constantly find new leads, and help clients reach lasting results through consistent support.

Small, reliable systems here compound over time — this is where practices become sustainable and highly profitable.

3. Step-by-Step Guide

1

Define a Simple Continuity Offer

Create one ongoing program clients can roll into (e.g., $99–$199/mo group coaching, monthly check-ins, or a maintenance plan).

Pro Tip: Name it around momentum (e.g., “Maintenance & Momentum Club”) to frame continuity as progress, not “more sessions.”
2

Install Renewal Checkpoints

Book a progress review 2–4 weeks before current program end to discuss wins, gaps, and the continuity offer.

Pro Tip: Add this appointment on Day 1 so it’s expected — not a last-minute upsell.
3

Automate Post-Program Follow-Ups

Schedule 30/60/90-day check-ins via email/SMS with a quick wins tip and a link to book a maintenance call.

Pro Tip: Use Mailchimp/ConvertKit sequences; tag clients as “Alumni” for targeted sends.
4

Create an Alumni Community

Offer a private group with monthly Q&A, resource drops, and member spotlights to keep relationships warm.

Pro Tip: Consistency beats complexity — one live Q&A/month is enough to retain value.
5

Build a 3-Email Reactivation Campaign

For inactive clients (90+ days), send a value-first series: (1) win story, (2) quick audit, (3) time-bound invite.

Pro Tip: Offer a short, low-friction “Reset Call” instead of jumping to a big package.
6

Reward Loyalty & Referrals

Give alumni perks (priority booking, discounted labs, partner deals) and a simple refer-a-friend credit.

Pro Tip: Track referrals with a single form; fulfill credits publicly in your group to reinforce behavior.

4. Examples & Options

Scenario: After a 12-week program, you book a “Momentum Review” in week 10. You recap wins, identify one lagging habit, and invite them into a $129/mo alumni group with monthly Q&A + Office Hours. 60% convert. Each quarter, you run a 3-email “Reset” sequence to alumni who went dark.

DIY (Free / Low-Cost)

Google Calendar reminders + Gmail templates for 30/60/90-day check-ins. Private FB Group for alumni.

Mid-Level

Mailchimp/ConvertKit sequences, Stripe subscription link, Zoom monthly Q&A, simple referral form (Google Forms).

Advanced

Practice Better/Kajabi for subscriptions, community, content library, and automated reactivation funnels.

Reactivation Email #2 (Quick Audit) — Sample:
“Subject: 3-minute checkup for your [Goal]
Body: Hey [Name], quick self-audit: 1) Sleep 1–10? 2) Daily steps? 3) Protein target? Hit reply with your numbers — I’ll send a 1-page plan to get you back on track.”

5. Common Mistakes to Avoid

  • ❌ Waiting until the last session to discuss next steps → ✅ Book the renewal review 2–4 weeks before the end.
  • ❌ Offering 3–4 continuity options → ✅ Present one clear, default path forward.
  • ❌ Only emailing when selling → ✅ Send regular value (wins, tips, templates) between offers.
  • ❌ Ignoring alumni data → ✅ Tag alumni, track return rate, and iterate on what actually converts.
  • ❌ Letting dormant clients drift forever → ✅ Run a quarterly 3-email “Reset” campaign with a deadline.

6. Quick Win Highlight

💡 Quick Win: Add a 20-minute “Momentum Review” to your current client schedule 3 weeks before program end. Use it to recap wins and invite them into your continuity offer.

💬 DM / Email Prompt
“Hey [Name], let’s lock in a 20-min Momentum Review in week [X] to map your next 60 days. I’ll bring a simple plan and perks for alumni. Here’s my link: [Calendly].”
Mark Complete ✅

7. Mini-Implementation Exercise

Continuity offer name:
[e.g., Momentum & Maintenance Club]
Price & cadence:
[$___ / month, ___ group call(s) / month, optional ___ min 1:1 / month]
Renewal checkpoint timing:
[Week __ of __-week program — date on calendar? yes/no]
Alumni perk:
[priority booking / community / discount / partner perk]
Automation tool:
[Mailchimp / ConvertKit / Practice Better / Kajabi]

8. Tools & Resources

Mailchimp / ConvertKit

Automate 30/60/90-day alumni check-ins and 3-email reactivation sequences.

Practice Better

All-in-one for coaching, subscriptions, forms, and client tagging (Alumni).

Kajabi

Community + subscriptions + content library for alumni continuity programs.

Stripe Subscriptions

Quick checkout links for your continuity offer; easy to share in emails.

Calendly

Auto-schedule Momentum Reviews and alumni check-ins without back-and-forth.

Facebook Groups / Circle

Private community hub for alumni accountability and announcements.

9. Checkpoint / Success Criteria

✅ One continuity offer is defined with pricing & perks.
✅ Renewal checkpoint is scheduled on every client’s calendar.
✅ 30/60/90-day alumni automations are turned on.
✅ A 3-email reactivation sequence is written and queued.

10. Summary & Next Step

  • Retention starts with a single, simple continuity offer — not a menu of choices.
  • Pre-scheduled renewal reviews make continuation natural, not pushy.
  • Automated alumni touchpoints keep results (and relationships) alive.
  • Quarterly reactivation campaigns win back dormant clients without pressure.
Next → Module 48 Trend Tracking & Adaptation