Scaling Together with Josh and Yesenia Nelson

Unpacking Our Client Retention Blueprint


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In this episode of Scaling Together, Josh and Yesenia Nelson pull back the curtain on the retention systems that have kept their agency thriving for years. You’ll learn:

  • The 48-hour wow window: how a high-touch onboarding box crushes buyer’s remorse.

  • Strategic gifting that murders churn (hint: quality over quantity—always).

  • Proactive satisfaction tracking—red / yellow / green dashboards, call grading, and monthly-touch scorecards.

  • The right way to own mistakes and convert angry clients into lifelong advocates.

  • Building a client-success team with the DISC and Kolbe profiles that actually matter.

  • Consultative upsells and price-increase frameworks that feel helpful, not pushy.

If you’re serious about keeping clients, scaling revenue, and leading with integrity, hit play now.

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Scaling Together with Josh and Yesenia NelsonBy Josh and Yesenia - Seven Figure Agency