“We moved on from 5% of our client relationships each year, selecting clients based on both revenue they generate and engagement level.”
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Ashley DeSteiger
Financial Advisor Success ·
Terri Cole · We Can Do Hard Things · Do You Have a Father Wound? Find Out with Terri Cole
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created a customized "father wound blueprint" for each client based on their unique experience
“We moved on from 5% of our client relationships each year, selecting clients based on both revenue they generate and engagement level.”
“Imagine asking, based on our customer interviews, previous retention experiments, onboarding data, and churn history, what are the strongest hypotheses for reducing churn in our highest value customer segment?”
“The model is based on primarily the number of customer profiles each brand has. So we store everything in AWS. And so we get charged depending on the volume.”
“The biggest thing that overarches that is we've got to make sure that you're a profitable builder. Because if you don't have the money to be able to have the client's experience, then you can't give that client experience”
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