← All StepsStep 10 of 10
10 · Ongoing
Deliver, Retain & Scale
Keep clients 8-14+ months with reporting and reviews; scale with upsells and referrals.
Why this matters
Getting clients is hard. Keeping them is easy — if you deliver results and communicate proactively. A 10-minute monthly report (calls answered, leads captured, reviews gained) makes your invoice a no-brainer.
Step-by-Step Checklist
- 1.Send the monthly report: calls answered, leads captured, appointments booked, reviews gained
- 2.30-day check-in: collect the case study + testimonial + referral ask
- 3.Upsell ladder: more locations → ads management → pay-per-appointment
- 4.Ask for one referral at every win moment