SUMMARY: Aaron sits down with retention expert Dan to dig into the sales most businesses never think to chase: the ones they already made. They talk through why up to a quarter of first round payment plans quietly fail, the difference between a sales team, a support team, and a dedicated retention specialist, and how to reach out to a lagging customer without sounding like a collections call. Terryn shares how visibility and simple reporting make the whole process repeatable.

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Minute-by-Minute: 00:00 Understanding Payment Plans and Their Challenges 09:48 Building Relationships Through Compassionate Communication 19:51 Leveraging Technology for Client Retention 24:01 Training for Success in Client Retention