CASE STUDY
04
Manager at Shift Media
Made 40% Higher Retention Rate
Mike Walker
Streamlined client delivery and communication to gain long-term partnerships
Quick Overview
Click any section to jump right there
Industry Type
Media & Advertising
Industry Type
Media & Advertising
Industry Type
Media & Advertising
Industry Type
Media & Advertising
Project Kickoff
December 18, 2023
Project Kickoff
December 18, 2023
Project Kickoff
December 18, 2023
Project Kickoff
December 18, 2023
Total Timeline
8 Weeks
Total Timeline
8 Weeks
Total Timeline
8 Weeks
Total Timeline
8 Weeks
Company Size
15–20 Employees
Company Size
15–20 Employees
Company Size
15–20 Employees
Company Size
15–20 Employees
Program Name
Business Foundation
Program Name
Business Foundation
Program Name
Business Foundation
Program Name
Business Foundation
The Struggle
What held them back from growing smoothly
The Struggle
What held them back from growing smoothly
The Struggle
The Struggle
What held them back from growing smoothly
Clients were leaving too soon, hurting growth
Shift Media was acquiring clients but struggled to retain them. Communication gaps, unclear delivery processes, and inconsistent follow-ups created frustration for clients.
On analysis, we found the root causes: delivery was scattered, touchpoints were missed, and expectations weren’t clearly set. These issues limited long-term partnerships and slowed company growth.
Our Strategy
The plan we created to turn things around
Our Strategy
The plan we created to turn things around
Our Strategy
Our Strategy
The plan we created to turn things around
Streamlining Delivery and Communication for Retention
We built a structured client delivery system, aligned communication schedules, and clarified expectations.
By removing friction and creating predictable processes, clients experienced smoother engagements, which naturally increased retention and satisfaction.
What We Built
The systems and steps we put into place
What We Built
The systems and steps we put into place
What We Built
What We Built
The systems and steps we put into place
Processes and Assets That Strengthened Delivery and Client Retention
Standardized client onboarding and delivery process
Standardized client onboarding and delivery process
Standardized client onboarding and delivery process
Standardized client onboarding and delivery process
Consistent follow-up communication templates
Consistent follow-up communication templates
Consistent follow-up communication templates
Consistent follow-up communication templates
Clear milestones and expectation-setting documents
Clear milestones and expectation-setting documents
Clear milestones and expectation-setting documents
Clear milestones and expectation-setting documents
Centralized tracking of client interactions
Centralized tracking of client interactions
Centralized tracking of client interactions
Centralized tracking of client interactions
System for long-term relationship management
System for long-term relationship management
System for long-term relationship management
System for long-term relationship management
+40%
Increase in Client Retention
2K+
Total Unit Sales
–18%
Client Churn Rate
50K+
Revenue Generated
The Numbers They Achieved by Following Our Process
This process helped them remove bottlenecks, gain clarity, and scale their numbers — and we’re here to guide more businesses toward the same results.
+40%
Increase in Client Retention
2K+
Total Unit Sales
–18%
Client Churn Rate
50K+
Revenue Generated
The Numbers They Achieved by Following Our Process
This process helped them remove bottlenecks, gain clarity, and scale their numbers — and we’re here to guide more businesses toward the same results.
+40%
Increase in Client Retention
2K+
Total Unit Sales
–18%
Client Churn Rate
50K+
Revenue Generated
The Numbers They Achieved by Following Our Process
This process helped them remove bottlenecks, gain clarity, and scale their numbers — and we’re here to guide more businesses toward the same results.
+40%
Increase in Client Retention
2K+
Total Unit Sales
–18%
Client Churn Rate
50K+
Revenue Generated
The Numbers They Achieved by Following Our Process
This process helped them remove bottlenecks, gain clarity, and scale their numbers — and we’re here to guide more businesses toward the same results.
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