Building Your Retention System in Real Time
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What's in the Action Pack?
Client Touchpoint Calendar
30-day Do This Today plan with a 5-minute option and a tracker.
Canva Social Templates
For welcomes, celebrations, testimonials, gratitude posts, and more!
Monthly Touch Points
A simple rotation for the year that blends gratitude, value, check-ins, celebration, and reactivation.
Thank You Note Vault
Short lines for cards and DMs, gift inserts by occasion, and 20 prompts so you never run out of reasons to appreciate.
Review and Referral Engine
Review asks, referral asks, thank you replies, and spotlight post templates.
Holiday and Moments Pack
Inclusive observance notes and scripts for client anniversaries, launches, first wins, promotions, and referrals.
Testimonial and Case Study Prompter
Twelve prompts, a one-page case study outline, headline formulas, and a consent blurb for reuse.
Micro SOPs
Onboarding Day 0 to 7 and Offboarding With Appreciation
Quick Gratitude Journal
A short daily practice that keeps you consistent and client-centered.