More Than Just Task Management

Weekly Recap: From Value Creation to Customer Lifetime Value

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This week on More Than Just Task Management, Anna and Jores explored how to build a business that attracts, converts, and retains the right clients by focusing on what truly drives growth.

In today’s recap episode, they revisit the key takeaways from a high-impact week that covered the full client journey, from crafting compelling offers to maximizing the value of each relationship.

Here’s what we covered:

  • Value Creation: How to communicate the transformation behind your services, not just the deliverables
  • 5 Stages of the Customer Journey: What to optimize at each step to boost retention and revenue
  • Social Media vs Digital Marketing: Clarifying where your efforts belong and what moves the needle
  • Client Acquisition: Why visibility isn’t enough and what a real conversion system looks like
  • Customer Lifetime Value KPI: The metric that shifts your mindset from one-time sales to long-term growth

    • Action Step: Reflect on your client journey. Where are you strongest and where do you need to build more intention, structure, or alignment?

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    More Than Just Task ManagementBy plandore