The Retention Studio LLC
The Client Retention
Reality Check
A guided diagnostic for owner-led, relationship-dependent firms. Know which client relationships are at risk before the revenue walks out.
25
Questions
5
Touchpoints
15-30
Minutes
One-time access · $27
I've watched the same five breakpoints cost good firms their best clients. This diagnostic shows you which ones are forming in yours.
Joanne Boigris · Founder, The Retention Studio
15+ years leading people-dependent organizations · Took a market from rank 120+ to Top 4 and held it year after year
You already know.
A client relationship is closer to leaving than you think. This tells you exactly where the risk lives.
01
Built for the person who owns the room.
25 statements across 5 client retention touchpoints. Honest answers only.
02
Rate honestly, not aspirationally.
Never to Consistently. The most useful results come from the most honest answers.
03
A score, a breakdown, a clear next step.
Composite client retention score and profile, touchpoint-by-touchpoint gap analysis, 30-60-90 day action plan, churn cost calculator, and a downloadable PDF report.
04
Everything in a downloadable PDF.
Take it to your leadership team. Share it with your board. Act on it this week.
Connect
First 90 Days
Align
Reality vs. Expectation
Place
Right Client, Right Match
Invest
Growth
Amplify
Advocacy
Almost there
Three final questions.
These aren't scored. They shape your recommendations and the language in your report.
Your Retention Reality Check Results
—
out of 100
Score by Touchpoint
Client Churn Cost Calculator
What client churn is actually costing you
Fill in what you know. The rest calculates automatically.
Avg annual value of a significant client ($)
Number of significant client relationships
Avg sales cycle to win a similar client (months)
Cost per client loss
—
Replacement acquisition and revenue gap (1.5× annual value plus sales cycle gap)
Est. annual client losses
—
Based on relationship count and auto-calculated churn rate
Total annual exposure
—
What client churn is costing you every year
If that number lives only in your head, it's easy to rationalize. When it's on paper, it tends to change how you protect those relationships.
Your 30-60-90 day action plan
First 30 days
Days 31 to 60
Days 61 to 90
What your scores are telling you
Includes your score breakdown, ROI calculation, 30-60-90 day plan, and touchpoint analysis
What comes next
Your Reality Check score
becomes the starting point.
becomes the starting point.
The Retention Risk Audit picks up where your diagnostic left off. Your touchpoint scores come in as Day 0 input. We don't start over. We go deeper, on which touchpoint is your primary leak, what it's costing you, and which critical relationship to protect first.
Review the Retention Risk AuditSeven-day diagnostic · $1,500 · Results in your hands by day 7
Questions? [email protected]
