- Products
Client Portal
Deliver a branded client experienceMessaging
Communicate with clients securelyInvoicing
Invoice clients and get paidTasks
Assign tasks to clients and stay organizedContracts
Create contracts and request eSignaturesFile Sharing
Share and organize documentsForms
Streamline data collectionStore
Make online storefronts
Features - Solutions
- Resources
- Pricing
Client Retention
What is Client Retention?
Client retention refers to the ability of a business to retain its existing customers over time. This is an important metric to track, as it is typically more cost-effective to retain an existing customer than to acquire a new one.
Improving client retention rates can be achieved through various means, such as providing excellent customer service, offering loyalty programs, or creating a personalized customer experience.
For example, a coffee shop might offer a loyalty program where customers can earn a free coffee after purchasing a certain number of drinks. By fostering a strong relationship with their customers, businesses can increase the likelihood of repeat business and positive referrals. Overall, client retention is a key factor in maintaining a successful and sustainable business.
Looking for a better way to run your service business?
Copilot’s product suite gives businesses an all-in-one solution for client management, messaging, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. To give Copilot a try you can start a free 14-day trial here.