Client retention Archives | eligible.ai
Image

Eligible blog

Latest news, stories, helpful articles and handy tips from the Eligible team.

Saved Bacon
September 7, 2020

Don’t forget existing clients who saved your bacon, when times got tough.

Don’t forget the clients who saved your bacon back in March- that's right, your existing ones. The easiest way to grow your business is to keep your existing clients. Not rocket science - happy clients buy more and tell more people about your products or services. Check out our 5 retention tips you can implement today.

GDPR Cheat sheet
July 15, 2020

GDPR basics for advisers

GDPR isn't going to kill you. But ignoring it will kill your business.

GDPR should ALWAYS be on your radar, it's not a quick fix thing. It's about the ongoing management of your data ensuring your business is compliant, so you don't get yourself into deep water with data fines.< Is GDPR an alien phrase to you?

wash your data
June 23, 2020

Data hygiene for advisers. Attention advisers, it’s time for a cleanse!

Data hygiene 101 – you know how to clean your hands, but do you know how to clean your data? COVID19 has taught many firms that the data they hold on their client base just isn’t clean enough. Meaning they have struggled to keep clients engaged, missing opportunities to offer advice when they have needed it the most.

Existing customers first
April 29, 2020

Coronavirus trend watch: existing clients first.

Coronavirus trend watch. Are you putting your existing clients first during COVID-19? With lead volumes dropping in most markets, now seems the time to optimise for your existing clients as they’re likely your securest revenue stream for the coming months.

Enhancing Support
March 20, 2020

Enhancing customer support for clients in times of uncertainty.

Customer support is more than just resolving tickets. Your company builds a relationship with every single customer, it's a personal connection that your customers have with your brand. Customer-centric firms always put their customers first. They understand how critical customer support services are to customer satisfaction and retention. So, how do you offer your customers support in times of uncertainty?

Coronavirus
March 13, 2020

19 ways tech supports advisers to communicate to clients during Coronavirus.

Here at Eligible, we strongly believe that technology should be used as a supportive solution, not a replacement. Borrowers understand the value of face-to-face meetings and real vs robo advice, However, what can mortgage brokers do when coronavirus is disrupting their primary sales channel? Check out our 19 ways tech supports brokers to communicate through coronavirus.

broken hearted
February 13, 2020

One-night stand mortgage brokers, stop breaking our hearts.

An open unlove poem to one-night stand mortgage broker from a broken-hearted borrower. To commiserate valentines day, we're following a borrower unlucky in love.

Win back customers
January 29, 2020

How to win-back customers and keep them for good

Customers. They make your world go around. If you thought winning customers was hard, keeping them is even harder- especially if you want to win-back customers for good ( yep, that's the dream!). Not every business is perfect, which is why they invest in win-back strategies and initiatives to keep them coming back again and again. Check out some of the best winning win-backs that you can add to your marketing strategy.

Customer lifetime value
January 7, 2020

The importance of customer lifetime value and its impact on business growth.

Customer lifetime value (CLV) is so underrated. It has such an impact on the growth of your business, but many firms continue to neglect this metric. However, it doesn’t necessarily mean you don’t care about your customers. Are you set up to actively measure your CLV? Do you know why it’s important? Customer lifetime value tells you how much money you can expect to make from a customer. This sum covers what’s expected to be spent with you over the business relationship.

8 ways xmas
December 17, 2019

8 ways to boost your customer retention over Christmas

Keep a customer for life, not just for Christmas. We’re well into the festivities of the holiday season! You've probably been to a fair few festive events, and had some of your own. Sorted your secret Santa gifts, gorged on the endless mountain of office treats and the ultimate office Christmas party. So, here are our 8 sure-fire ways for you to boost your customer retention over the Christmas period. You're welcome!

Get great articles direct to your inbox

    We’ll never share your details with third parties.
    View our Privacy Policy for more info.
    Arrow-up