How to Keep Clients Longer Without Chasing Them with Darby Copenhaver | Ep #813

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Is churn currently a problem with your agency clients? Are you aware of the reasons they decide to leave? It may be time to think hard about your onboarding process, client communication, and generally the ways you’re ensuring client satisfaction. The difference often comes down to positioning: are you operating as a trusted advisor or simply completing tasks? Today's special guest knows that agencies that prioritize client satisfaction, embrace accountability, and focus on becoming trusted advisors rather than mere task completers are the ones that create truly loyal clients.

As our Agency Scale Specialist, Darby Copenhaver, has closely observed the growth trajectories of numerous mastermind members and constantly communicates with them in their journeys. In this conversation, he and Jason get into the importance of strong communication and transparent onboarding processes to combat buyer's remorse and build trust.

They also address the strategic use of AI to enhance efficiency and results, stressing that while AI can automate tasks, human connection and understanding clients' evolving needs remain paramount for long-term partnerships.

In this episode, we’ll discuss:

• How to prevent your clients’ buyer's remorse.

• Your onboarding might be the problem.

• Stop ignoring current clients.

• Your secret retention weapon: ongoing discovery.

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Why Your Clients Might Not Love You (Even if You’re Getting Results)

Ever feel like you’re crushing it for clients, but then they ghost you or churn unexpectedly? There are several reasons why this could be happening and ways to stop it before it kills your momentum.

Here’s the truth: buyers remorse sets in immediately after a client signs. It’s your job to kill that remorse with rock-solid communication and a frictionless onboarding experience. Most agencies think they’re good communicators because they answer emails. But clients want more than tasks checked off. They want to feel seen, understood, and confident they made the right decision. If you’re not proactively communicating wins (and misses), or if you let your PMs control the narrative without your oversight, you’re setting yourself up for churn, no matter how “good” your delivery is.

Your Onboarding Might Be Pushing Clients Away

As Jason knows from recent experiences as a client, most agencies’ onboarding is just an exhausting homework dump on clients who already told you their goals in the sales calls you recorded. Why are you making them repeat themselves, fill out giant forms, or wait for your scattered follow-ups?

Your clients didn’t hire you to do more work. They hired you to get results while saving them time.

• Break your onboarding into clear, easy phases,

• Reset expectations,

• Use the data you already have (like call transcripts and AI sorting) to fill in the blanks yourself.