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Client Retention and Letting Go: Systems, Support, and Onboarding with Tanya Bugbee
FREE Weekly Training + Demo — New Topic Each Week!
👉 https://retentionmadesimple.com/demo
(Get FREE access to our custom GPT: Retention Gap Finder when you attend live or RSVP)SAM interviews business coach Tanya Bugbee, who primarily helps real estate professionals grow through consistency, referrals, and stronger systems, with a common challenge being clients struggling to delegate and hire support. Connect with Tanya: Website: tanyabugbee.comLinkedIn: https://www.linkedin.com/in/tanya-bugbee-coach/00:00 Sustainable Client Growth00:12 Meet Tanya Bugbee01:37 Who Tanya Helps02:42 Biggest Client Roadblock04:25 Who Not How Mindset05:50 Hiring Win Story08:05 Local vs Overseas Support10:28 Doubling Business and Balance11:09 Discovery Call and Referrals13:36 Onboarding Drives Retention16:21 90 Day Onboarding Loop17:27 Setting Clear Expectations18:02 45 Day Feedback Check19:19 Intentional Custom Coaching21:44 Bad Networking Stories26:28 Relationships Drive Business27:39 Unreasonable Hospitality Lessons28:30 Easy Review Request System29:24 Wrap Up and Next Steps✅ Client Retention Strategy: How to Keep Clients Longer 👇💖 Subscribe for more business growth tips and client retention hacks!🔔 Don’t forget to hit the bell to stay updated!💡 Recommended Tools & Resources SAM Recommends:🤖 NinjaCRM: https://ninjacrm.us💌Thanks: Get $10 to demo and send out cards: https://thanks.io/?afmc=9so💌 Mailbox Power: https://go.mailboxpower.com/specialoffer?invite=ninjakai📋 Teamwork Project Management: https://www.teamwork.com/try-now/referral/?pscd=partners.ps.teamwork.com&ps_partner_key=c3RlcGhhbmllbW9ycmlzb245MzA0🌐 Skool Community Platform: https://www.skool.com/skoolers/about?ref=79489cbbfe6f43e2ae7b2610f6657fd3* Above links could be affiliate links, meaning at no cost to you - SAM could earn a commission if you decide to make a purchase using her link *🌟 LET’S CONNECT 🌐 Website: https://www.retentionmadesimple.com💼 LinkedIn: https://www.linkedin.com/in/sam-morrison-wilson🎧 Podcast: https://www.retentionmadesimple.com/rms-podcast📊E-Book Order Now: https://retentionmadesimple.com/ebook-order
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By SAM Morrison WilsonFREE Weekly Training + Demo — New Topic Each Week!
👉 https://retentionmadesimple.com/demo
(Get FREE access to our custom GPT: Retention Gap Finder when you attend live or RSVP)SAM interviews business coach Tanya Bugbee, who primarily helps real estate professionals grow through consistency, referrals, and stronger systems, with a common challenge being clients struggling to delegate and hire support. Connect with Tanya: Website: tanyabugbee.comLinkedIn: https://www.linkedin.com/in/tanya-bugbee-coach/00:00 Sustainable Client Growth00:12 Meet Tanya Bugbee01:37 Who Tanya Helps02:42 Biggest Client Roadblock04:25 Who Not How Mindset05:50 Hiring Win Story08:05 Local vs Overseas Support10:28 Doubling Business and Balance11:09 Discovery Call and Referrals13:36 Onboarding Drives Retention16:21 90 Day Onboarding Loop17:27 Setting Clear Expectations18:02 45 Day Feedback Check19:19 Intentional Custom Coaching21:44 Bad Networking Stories26:28 Relationships Drive Business27:39 Unreasonable Hospitality Lessons28:30 Easy Review Request System29:24 Wrap Up and Next Steps✅ Client Retention Strategy: How to Keep Clients Longer 👇💖 Subscribe for more business growth tips and client retention hacks!🔔 Don’t forget to hit the bell to stay updated!💡 Recommended Tools & Resources SAM Recommends:🤖 NinjaCRM: https://ninjacrm.us💌Thanks: Get $10 to demo and send out cards: https://thanks.io/?afmc=9so💌 Mailbox Power: https://go.mailboxpower.com/specialoffer?invite=ninjakai📋 Teamwork Project Management: https://www.teamwork.com/try-now/referral/?pscd=partners.ps.teamwork.com&ps_partner_key=c3RlcGhhbmllbW9ycmlzb245MzA0🌐 Skool Community Platform: https://www.skool.com/skoolers/about?ref=79489cbbfe6f43e2ae7b2610f6657fd3* Above links could be affiliate links, meaning at no cost to you - SAM could earn a commission if you decide to make a purchase using her link *🌟 LET’S CONNECT 🌐 Website: https://www.retentionmadesimple.com💼 LinkedIn: https://www.linkedin.com/in/sam-morrison-wilson🎧 Podcast: https://www.retentionmadesimple.com/rms-podcast📊E-Book Order Now: https://retentionmadesimple.com/ebook-order