Client Retention Training >
Digital Marketing Strategies for Modern Businesses
Turn Past Clients Into Your #1 Revenue Source
Client Retention
Growing Partnerships
90% of homeowners say they'd refer their loan officer — but only 13% remember their name a year later. This course teaches you how to build a retention system that keeps you top of mind, surfaces hidden revenue in your database, and turns every closed deal into a pipeline of future business.
5 modules
4 hours
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Course Outline
01
Data Science with R
Introduction to Course Video
Marketing Your Course Videos
Best Practices for Video Production
3 Videos
01
Introduction to Machine Learning
Introduction to Course Video
Advanced Video Editing Techniques
2 Videos
01
Digital Marketing Strategies
Creating Engaging Course Content
Marketing Your Course Videos
Introduction to Course Video
6 Videos
01
Introduction to Python Programming
Advanced Video Editing Techniques
Introduction to Course Video
Best Practices for Video Production
5 Videos
01
Web Development Fundamentals
Introduction to Course Video
Advanced Video Editing Techniques
Best Practices for Video Production
Marketing Your Course Videos
4 Videos
Who is this for?
Loan officers who want to stop losing past clients to competitors and online lenders
Real estate agents looking to build a referral engine from their existing client base
Insurance agents who want to increase policy renewals and cross-sell opportunities
Brokers and team leads building retention systems for their organizations
What you'll learn
The real cost of losing a client vs. retaining one
How to spot refi and move-up opportunities in your database
Scripts and templates for follow-up conversations
How to build a monthly touchpoint system at scale
Engagement signals that tell you who's ready to transact
A 30/60/90 day plan you can start today
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