Resources Built for the Work You Actually Do
Everything on this page comes from years of sitting in the client success seat and building retention systems inside real service businesses. Some of it is free, some of it costs less than lunch, and all of it is meant to be used the same day you open it. Start with whatever matches where you're stuck right now.
You Don't Have to Figure This Out Alone
The Client Success Compass is where client success pros come to learn the strategic side of the role, get real answers from people who've sat in the seat, and finally get out of reactive mode.
The free tier gets you the full community plus the Tools You Can Use Today: the Renewal Readiness Quiz, 5 Signs Your Client Is About to Cancel, the KPI Decoder, and Hard Conversation Openers.
When you're ready for more, the paid tier unlocks the Classroom, the full Toolkit, monthly live strategy sessions, hot seats, and my 48-hour direct response guarantee. Founding members lock in $39 a month for life, and that rate is only available to the first 50.
The Client Retention Advantage Workbooks
These workbooks are built for the client situations that cost service businesses revenue. Each one walks you through a real scenario step by step, with scripts and worksheets you and your team can use before the next client conversation.
Renewal Confidence Workbook
A renewal is coming and you're not sure the client is going to say yes. Build the case, prep the conversation, and stop hoping it goes well.
Cancellation Clarity Workbook
A client has gone quiet, pushed back, or hinted they're leaving. Spot the signals early and know exactly what to do next.
Retention Cadence Workbook
The touchpoint system that keeps clients from drifting in the first place, from contract signed to kickoff and beyond.