The chances are that your competitors have adopted a formal sales process designed to do one thing- take your clients away from you! Clients for Life is the defense your operating and client services teams need to protect and insulate them from the threat posed by competitors.

While almost all companies adopt formal processes for sales, training, accounting and other functions, very few have adopted, or even know where to look for, a formal process of managing their existing clients and optimizing retention.

"If you leave client retention to chance, chances are you are going to lose clients."
(John Gamble, Tenacity, Inc.)