“In 2026 financial year, I will say at least 55, 60% of our business were from existing clients or existing client referrals.”
TX
Tony Xia
The Adviser Podcast Network ·
“I would hit every single one-off client and pitch them a retainer… even if 10% of them are interested, that's three to four new recurring clients.”
Clay Mosley · Freelance to Founder · Pick a Tactic... Any Tactic.
Play from 19:26
19:26
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What was described
Pitch every existing one-off client for a retainer contract
10% conversion → 3-4 new recurring clients per month
Said nearby on the same subject
“If they get 30 more customer reviews this month they’ll get four or five new customers… you can start with one-off projects then think about a retainer”
OZ
Omar Zinhome
Financial Audit ·
“Buyers are looking for good quality clients, a well-run practice and a team that continues post-sale because they have existing relationships with the clients.”
ME
Mark Emney
With Interest ·
“‘We shed a lot of retainer clients… pivot to project-based, outcome-based, strategic projects… expert service-based businesses’”
LS
Leslie Silverman
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies ·
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