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The Untapped Goldmine: Why Keeping Clients is Your #1 Growth Strategy

Turn loyalty into leverage—retain your best clients and unlock sustainable, compounding growth

Length: 60 minutes
Format: Online, Live Workshop

Date: Wednesday, July 16, 2025
Time: 6:00PM - 7:00PM EDT
Reserve Your Seat

The Untapped Goldmine: Why Keeping Clients is Your #1 Growth Strategy

In today’s hyper-competitive, service-centric marketplace, client retention has evolved from a support function to a strategic differentiator. While many organizations continue to devote significant resources to client acquisition, the real opportunity lies in nurturing and expanding the relationships they’ve already earned. This workshop challenges conventional thinking by positioning client retention not just as a safeguard for revenue, but as a high-impact growth driver—one that distinguishes successful, future-ready leaders.
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Executives often acknowledge the value of retention—but few organizations treat it as the discipline it deserves. The reality is that a handful of key clients typically drive the lion’s share of profitability and losing just one can disrupt forecasts and derail growth. In this course, you’ll gain the tools and insights needed to proactively manage, protect, and grow those essential relationships.
Meeting with clients.
Reserve Your Seat
Client Retention as Competitive Advantage equips mid-to senior-level leaders with the practical frameworks, strategies, and leadership mindset needed to transform retention into a leadership-level priority. Built on over 38 years of experience the course goes far beyond CRM dashboards and loyalty programs. You’ll learn how to uncover and close gaps in your retention approach, build alignment across sales and service, and implement a cross-functional process that fuels loyalty, innovation, and growth.
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Why is client retention receiving the same level of executive attention as new sales growth? Because the numbers demand it. According to a 2024 study by Sword and the Script, 47% of B2B marketers are now prioritizing customer retention—a clear sign of the shifting focus toward long-term value creation. That trend will only accelerate in the years ahead. This purpose-driven offering prepares you to lead that evolution within your organization.

The workshop is anchored in the three essential pillars of client retention: Assess, Create, and Execute. You’ll explore the historical and emerging trends shaping each phase and leave with a forward-looking roadmap tailored to your business reality. From understanding retention vulnerabilities to crafting scalable strategies and activating executive alignment, this experience delivers more than theory—it delivers actionable transformation.
You’ll also analyze real-world case studies, access battle-tested tools, and walk away with resources you can immediately apply and share within your organization.

Key Takeaways

  • Gain a working mastery of client retention principles and understand where the discipline is heading
  • Learn how to apply tools like AI, Voice of the Customer, and strategic surveys to uncover risks and opportunities in your client base
  • Integrate foundational elements of retention strategy into your day-to-day leadership practices
  • Build a strong Web of Influence® that expands your internal and client-facing network to deepen relationships and mitigate single-thread risk
  • Master the art of setting and aligning expectations to ensure long-term sustainability and client growth
  • Innovate and problem-solve in real time for both current challenges and emerging future demands

Meet Your Workshop Presenter

Patrick J. Weimer

Patrick J. Weimer is Principal Officer at Tenacity Inc., where he leads organizations in transforming client retention into a strategic advantage. With over 30 years of experience in sales, account management, and executive leadership, Patrick has helped companies across industries strengthen long-term client relationships, protect revenue, and drive sustainable growth. Since joining Tenacity in 2017, he has played a key role in helping clients achieve 100% success in improving retention and profitability, furthering the firm’s 38-year legacy of client-focused excellence.

Patrick holds a bachelor’s degree in business administration from Duquesne University and a master’s in health services administration from Gannon University. He is a nationally recognized speaker on customer retention and operational strategy and serves as a board advisor and certified Executive Education Instructor at Ashland University. Through hands-on leadership and strategic insight, Patrick continues to set the standard for retention-driven success in today’s service economy.
Ralph J. Divino

Why Executives Should Take This Course:

  • Unlock a Hidden Growth Lever: Learn why client retention—not just acquisition—is one of the most underutilized and highest-ROI strategies in executive leadership.
  • Safeguard Your Revenue Base: Discover how losing just one key client can derail annual forecasts—and what proactive strategies you can use to prevent it.
  • Bridge the Perception Gap: Understand how to close the alarming disconnect between account teams who think they’re excelling and clients who disagree (80% vs. 8%--Bain & Co.).
  • Transform Retention into a Differentiator: Gain tools to elevate retention from a reactive function to a strategic advantage that sets your company apart.
  • Master the Client Retention Process: Get exclusive insight into Tenacity’s proven framework—Assess, Create, Execute—that has delivered results for over 38 years.
  • Lead Cross-Functional Alignment: Develop strategies to unite Sales, Account Management, and Operations around one goal: exceeding client expectations.
  • Build a Resilient Web of Influence®: Learn how to expand internal and external networks to avoid single-threaded relationships and reduce client risk.
  • Leverage Retention Tech Wisely: Discover how tools like CRM and surveys should support—not define—your strategy, and how to harness AI and Voice of the Customer initiatives effectively.
  • Drive a Culture of Loyalty from the Top: Understand how executive involvement, expectation-setting, and recognition rituals drive retention success across your organization.

Interested in more Zschool Leadership Workshops?

Make sure you review the entire series of the Zschool Leadership Workshops. You may find many of them are exactly what you're looking for. If that's the case, our subscription offering is just right for you!
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  • Home
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