We lose clients for reasons we cannot control (life change, financial shock, etc). We make sure we never lose a client for a reason we can control (results, service, etc). 

We'll tell you how we can improve with a results audit and ask you, in turn, to tell us how we can improve with a brief satisfaction survey. We then take the insights and act on them.

Results Audit

Question #1: Are you getting results?

View an example report

1. Do they get a helpful weekly call with an update or what to improve?
2. Do they meet once a month with us for a strategy call to write scripts upfront?
3. Do they meet once a month with us to shoot their videos well on Riverside?
4. Do their video scripts follow the recommended 6-step YouTube structure?
5. Is there a complementary YouTube Short for each long-form video?
6. Are their videos great and are people watching them? (50%+ audience retention rate)?
7. Is their database getting updated at least once a month? (net members positive)?
8. Is their email-sending domain healthy per Google Postmaster?
9. Is their email account fully authenticated?
10. Have we suppressed anyone who hasn’t opened an email in 6 months?
11. Have all their two videos a month been sent out with healthy click-through rates?
12. Have all their monthly lead generation message gone out and generated leads?
13. Did the client get those leads and click-throughs to call for appointments?
14. Did all their social media get updated for every video to date?
15. Is there a retargeting ad running to their warm audiences under $1 a click?
16. Do we get a video postcard out every month to their top 150 contacts?
17. Are their video emails optimized to the proper template?
18. Is their video blog where we put their videos optimized for lead-generation?
19. Is their YouTube Channel optimized to get found by prospects?
20. Is their messaging clear to the problem they solve and what they are selling?

Satisfaction Survey

Question #2: Are you happy with our service?

1. Service Consistency & Turnover - The people I work with stick around, are well-trained, and stay up to speed.

2. Video & Content Quality - My videos are optimized, edited well, and have great titles for engagement.

3. Communication & Timeliness - My scripts and content are consistently delivered on time.

4. Marketing Results & ROI* - I'm getting enough leads/ROI with clear financial results.

5. Email Performance - My email click-through and open rates are strong.

6. Content Relevance - I get fresh, unique (non-repetitive) content that's tailored to my specific market.

7. Customer Service -  My coach is competent, engaged, and delivers personalized advice.

8. Cost vs Value - The value I receive is beyond what I pay every month.

9. Overall Satisfaction - Overall I'm happy with the consistency, quality, communication, and results.

*How to Measure ROI - Please ask every new client "Can you tell me the story of how you came to your decision to hire me/us instead of our competitors?" You want to hear they watched your videos, saw you on social media, got your emails/postcards, etc.