Can we talk about hitting a 90% client retention rate after switching our reporting?

We switched from monthly PDFs to a live dashboard last quarter, and seeing that number made me realize how much clients just want to feel in the loop without extra work.

2 comments

2 Comments

clark.kelly2d ago

Consider the clients who never open the dashboard but still stay. They might just value the option to look more than the data itself.

robert_roberts2d ago

Clark's point about people liking the option to look is so true. It's like paying for a gym membership you never use, just to feel like you could get fit. The dashboard is basically a very expensive security blanket for those clients.