What’s Working: 15 Live Examples to Boost Your Retention and Client Momentum

I got you the most actionable examples - from my own business and my clients’.

I just wrapped a live Client Flow™ workshop the other day, and instead of letting the replay sit in the cloud (you can still get access to a 53-minute recording), I got you the most actionable examples - from my own business and my clients’.

Think of it as a stack of fast micro wins you can swipe in three areas:

• Keeping clients engaged longer

• Making upgrades feel obvious and win-win

• Avoiding burnout while still delivering a premium experience

These are the kinds of tweaks that compound when done consistently.

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PART #1: First, Map the Journey (Before You Try To Fix It)

No matter what you want to upgrade, first you have to understand what’s blocking your client momentum and causing them to slowly fade away.

We use a 4-milestone structure (read about it in depth here) to diagnose and optimize delivery:

ACTIVATE → EDUCATE → IMPLEMENT → CELEBRATE

Each milestone has three jobs:

• Maintain momentum

• Spot drop-offs

• Create upgrade opportunities

I’ve segmented examples and tweaks based on each of these milestones so it’s easier for you to identify and focus on what’s currently stopping your client momentum the most.

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ACTIVATE

1. Overload at Onboarding = Drop-Off

   In a client flow audit, I noticed program members were getting 6–7 notifications within 24 hours: 3 emails, 3 platform messages, plus a purchase confirmation. It overwhelmed them immediately.

   Check what’s happening during the first 24-48 and keep your onboarding streamlined to get your clients faster to their first win.
   

2. Activation Micro Win - Book the Kickoff Strategy Call

   When a new mentorship client books their kickoff call and we map their client journey, that’s the key activation milestone. It sets the pace for everything else.

   Adding a strategy call in my mentorship makes everything so much easier, and even though some would say “Filip, this isn’t scalable” - not everything has to be. This time investment on my side, give my clients clarity and peace of mind needed to keep the momentum going
   

3. Bonjoro Welcome Video = Engagement Spike

   I send personalized Bonjoro videos messages right after someone joins. The open and reply rates are 90%+. It makes them feel seen immediately.

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EDUCATE

1. Calendar Add = Huge Engagement Win

   I know a client is serious when they add our weekly calls to their calendar. That’s a micro win I can track, and it boosts call attendance.

   This is a must have if you host regular weekly calls.

2. “One More Lesson” Loop = Momentum Killer

   Clients get stuck rewatching modules to feel ‘ready.’ It delays action.

   So I started stripping programs down to the essentials and putting bonuses elsewhere.

3. “Trim the Fat: Strategy

   In the Educate milestone, all my clients now remove everything that’s nice-to-have.

   
   If it’s not mission-critical, it becomes optional. This has massively improved speed to implementation.

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IMPLEMENT

1. Danger: Over-automated Upsells

   A client set up an automation to upsell when someone visited a specific page, but curious people were clicking accidentally.

   The result? Distrust.

   We disabled it, and focused on creating natural conversations.

2. Bootcamp Offer for Stuck Implementers

   A client had people not implementing even after optimizing the content. We created a 60-day Accelerator Bootcamp, led by a team member, not the founder, with weekly office hours. It now adds €3–5K per launch, and they can launch 5 times a year.

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CELEBRATE

1. No Offboarding = Lost Opportunity

   Most people just let the program end. Clients get dropped into a segmented newsletter list. That’s a massive missed chance for referrals, testimonials, or upgrades.

   Design a simple “offboarding protocol” and make sure to end your cooperation on a high note (or often times move on to what’s next together)

2. Offboarding Thank-You = Easy Win

   Even if they don’t buy again, they remember how you ended. I’ve had people refer others months later just because I took time to say thank you.

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PART #2: EMOTIONAL UPGRADE PATHS & UPSELLS

Most people overthink upsells. They wait until the end of a program or build complicated funnels that miss the moment entirely.

But, when you understand where your clients are emotionally, what they’ve just overcome or what they’re about to face - you can offer the next step in a way that feels helpful, not salesy.

Here are a few real examples of how I (and my clients) do this inside live programs.

1. Upsell Copy Change → 41% Conversion

   Just changing two paragraphs in the membership upsell popup—removing hype, explaining the 3-month benefit - took upgrade conversion from 12% to 41%.

   You can read the full case study here - “Write about stupid emotions” Conversation That Tripled My Client’s Upsell Conversions

2. Low-Touch Call Offer → 5% One-on-One Upgrade

   In my mid-ticket program (€500), I offered a quick 20-min timeline call.

   When I saw someone was advanced, I’d say, 'There’s also a €5K one-on-one option if helpful.'

   5% said yes. No hard sell.

3. Retention via Extension Offer

   After seeing how many clients just needed more time, I offered a €300 extension at the end of a €500 program.

   30% took it - just from a “thank you” video message.

   This offer was created simply because I was talking to my clients at the end of the program and noticed a need for more time.

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PART #3: AI & DELIVERY OPTIMIZATION

1. Fathom Saves Admin Time Instantly

   I was spending hours (and paying my VA) to transcribe, summarize, and structure call content.
   Fathom AI note taker now does this instantly, with task lists and summaries for both me and the clients.
   For example - it helped me get the full list of specific examples I have shared in my workshop (took 20 seconds.)

2. 100-Page Workbook → 2.5hr Completion Using GPT

   I turned my ‘Irresistible Offer’ workbook into a GPT-powered assistant. Clients now complete the first draft in 2.5 hours - what used to take 1-2 weeks.

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TL;DR: You Don’t Need More Clients. You Need More Clients Who Win.

If this got you thinking differently - good.

It means you’re ready to lead more, not just sell more.

That’s what Client Flow™ is all about.

I’m currently partnering with a few founders who want to:

• Optimize their group or hybrid programs

• Turn chaotic delivery into scalable structure

• Add backend revenue without burning out

If that’s you—and you want my eyes on your business:

The 12-week group Client Flow Mentorship is open until July 5.

We own’t try to implement all these examples I’ve shared, just the right ones for YOUR business.

I will help with that.

Send me a DM directly via WhatApp and let’s chat (or reply to this email / post).

-Filip “when your clients win, your business wins” Sardi