Client Retention &

Building Loyalty

The 10-Step Plan

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Repeat customers are crucial to ensuring a staffing organization’s lasting success, and many don’t have a strategy for retaining clients.

We know that economic fluctuations are inevitable and hiring slowdowns happen. That’s why it’s important to fortify our client base and build loyalty regardless of market conditions.

Unlock a 10-step plan designed to empower staffing leaders and salespeople with the tools and techniques necessary to build lasting client relationships.

This course equips participants with actionable steps to retain clients in any economic climate, build engagement, and solidify market share.


Participants will learn:

Master Collecting Feedback:

Learn effective methods for gaining and analyzing customer feedback to identify areas of improvement and uncover new opportunities.

Create a Consistent Client Journey:

Map out and implement a seamless client experience to enhance satisfaction and loyalty.

Become a Specialist:

Shift from a staffing generalist to a specialized solution provider by addressing specific needs and challenges of the client's industry.

Address Client Challenges:

Acquire techniques to proactively solve client business issues by asking meaningful questions.

Deliver Value-Added Services:

Explore innovative ways to provide additional value to clients and maintain visibility in a competitive market.

Calculate Gross Profits:

Understand the revenue potential of each new Account Executive (AE) and Recruiter. Our model allows you to input various scenarios to project the gross profits generated by your team, giving you a clear picture of their financial impact.

Determine AE/Recruiter Costs:

Gain a detailed understanding of the costs associated with hiring and maintaining AEs and Recruiters. This includes salaries, benefits, training expenses, and other overheads, ensuring you have a comprehensive view of your investment.

Ramp-Up Expectations:

Forecast the ramp-up period for new hires. Our model provides realistic timelines and expectations for when AEs and Recruiters will start contributing significantly to your business, helping you plan your growth strategies effectively.

Break-Even Analysis:

Identify the break-even point for each AE and Recruiter. Determine how long it will take for your new hires to cover their costs and start generating profit, allowing you to make strategic decisions about hiring and resource allocation.

Keep customers engaged, gain client share, and navigate market conditions by elevating your client retention strategy!




Recurring revenue

Passive income

Diversification of clients

No waiting for guarantee periods

Client stickiness/reduced churn

Showcases the firm’s stability

Shows commitment to long-term partnerships

Retirement plan

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Recruiter-Account Executive Profitability Model

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