Client Retention Strategies for Experts

For any business, especially for expertise led ones such as professional services, coaches, consultants, and business course creators, it is crucial to improve client retention.

1. Revenue growth over time
2. More references
3. More predictability in business

It also builds your authority as an expert over time.

Client retention isn’t just about offering great advice once. It’s about delivering continuous value that helps your clients achieve their goals.

Some powerful ways to improve client retention is by using insightful self-assessments, SMART goal setting and periodic check-ins offered by Evalinator.

In this blog, we’ll explore client retention strategies that experts can implement.

1. Use Self-Assessments to Onboard Better & Personalize the Experience

Self-assessments are a great way to kickstart client engagement. They allow your clients to reflect on where they stand in relation to their goals, helping you tailor your services to meet their exact needs.

Evalinator offers different types of self-assessments, including those that cover multiple dimensions and categories of questions in a single quiz or assessment. These can be customized based on the needs of your specific client base.

Examples:

• Coaches: A life coach could use a self-assessment that covers different areas of a client’s life—work, relationships, health—so they can provide more targeted advice in each area.
• Business Consultants: A business consultant might design an assessment to evaluate areas like financial health, leadership, and marketing effectiveness to create a well-rounded action plan.
• Tech Consultants: A technology consultant might design an assessment to measure the data or digital maturity, or any narrower topic such as software uptime or data quality
• Course Creators: An expert offering an online course could include a pre-assessment to understand the skill levels of students in various categories—technical, practical, and theoretical knowledge—to adjust course content accordingly.

By making self-assessments part of your onboarding or regular check-ins, you gain deeper insight into each client’s challenges. As a result, it’s easier to keep them engaged and motivated.

2. Tailor Your Approach with Multi-Dimensional Assessments

Not all clients are the same, and their needs can span across multiple categories or dimensions.

Evalinator allows you to create assessments that tackle multiple dimensions in one quiz. This helps you provide a holistic view of your clients’ progress and pinpoint areas that need more attention.

Examples:

• Consultants: A marketing consultant could use an assessment that covers social media, email marketing, and content strategy all in one quiz. This way, they can identify exactly which marketing channels their client needs to focus on.
• Coaches: A fitness coach could assess nutrition, exercise routines, and mental wellness in one quiz, offering a well-rounded plan to help clients reach their fitness goals.
• Course Creators: For an educator running an online course, multi-dimensional assessments can help track student progress across different modules, like theory, application, and project-based learning.

These multi-faceted assessments not only keep clients engaged but also demonstrate your comprehensive approach.

That makes it easier for clients to see long-term value in your expertise.

3. Set & Track SMART Goals for Client Retention

Goal setting is a proven method for keeping clients focused and motivated. Evalinator’s goal-setting feature allows you and your clients to work together on setting clear, actionable goals.

By using the SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goal-setting framework, you can ensure that the goals you set are attainable. And you can easily align the goals with your client’s broader vision.

Examples:

• Coaches: A career coach might help their clients set SMART goals related to job applications, networking efforts, or skill development, and track their progress over time.
• Consultants: A financial consultant could help a client set specific revenue goals or investment milestones, offering guidance on how to achieve them.
• Course Creators: An educator could use SMART goals to help students set academic or project deadlines, ensuring they stay on track to complete the course.

SMART goal-setting doesn’t just keep clients motivated; it provides you with a framework to continuously offer value as they work towards their objectives.

4. Use Periodic Check-ins to Track and Show Progress

Once you’ve set goals and provided a plan of action, regular check-ins are crucial for maintaining momentum.

Evalinator’s periodic check-in capability allows you to compare your clients’ current progress with previous results. That way they can see how far they’ve come and what they still need to work on.

By showing side-by-side comparisons of past and present assessments, clients can visually track their improvement. This builds trust and keeps them engaged in the process.

Examples:

• Coaches: A wellness coach could use periodic check-ins to compare a assessment results over time, helping them stay motivated by seeing real progress.
• Consultants: A consultant working with a small business could use check-ins to measure updated data on assessments such as revenue, customer acquisition, and cost reduction. Then they could adjust strategies.
• Course Creators: An expert could ask the audience to take the assessment at different stages of a course to see how the learning is translating into benefits.

Regular check-ins keep clients engaged. It reminds them of the value you bring while helping them stay on track to achieve their goals.

Next Steps: Improve Client Retention with Evalinator

Client retention & growth is critical for any expertise based business such as coaches, consultants, professional services, and course creators.

By using Evalinator’s self-assessments, multi-dimensional quizzes, SMART goal-setting, and periodic check-ins, you can do so easily.

Evalinator offers a simple yet powerful way to provide continuous value, helping you build stronger, longer-lasting relationships with your clients.

Ready to transform your client retention strategy? Try Evalinator risk-free with our 2-week free trial and receive personalized support to get started.