Client Retention

Keep your existing clients happy, engaged, and coming back for more.

Client Retention

Setting Up Automated Birthday and Anniversary Messages in Your CRM

How to use your CRM to send personalised birthday and anniversary messages that strengthen client relationships without adding to your workload.

David White · 5 Feb 2026 · 8 min read

Client Retention

How to Win Back Lost Clients with Your CRM

Learn how to use your CRM to identify lapsed clients, segment them by reason for leaving, and run targeted win-back campaigns.

Gareth Clubb · 4 Feb 2026 · 8 min read