From Mistakes to Mastery in Client Retention with Chris Jennings

October 14, 2024
Hosted by David Chavez

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Episode Description

On this episode of The Strategy Sherpa Show™, host David Chavez sits down with Chris Jennings to discuss how one critical mistake became the catalyst for developing a proven system in client retention. Chris recounts how a complex consulting project with misaligned stakeholders led him to hand off the project prematurely, resulting in a significant misstep. This challenge inspired Chris and his team to create a structured process for onboarding and retaining clients, which they later turned into the book, "The Client Retention Matrix." Join us as Chris shares key lessons from his journey and insights from his book, revealing how turning early mistakes into actionable strategies can drive long-term client success.

The Strategy Sherpa Show

Mondays at 7 AM Pacific Time on VoiceAmerica Business Channel

Welcome to The Strategy Sherpa Show, a series of organic discussions between host David Chavez and a variety of notable business leaders centered around their most significant failures, and how they handled those challenges, so listeners can learn from these teachable moments and apply the lessons to their organizations. The conversations focus on improving businesses by discussing strategy, execution discipline, improving cash flow in an organization, and getting employees in the right seats doing the right things.

David Chavez

Imagine this: a boy who was nearly arrested at 12 years old and was homeless at 15 years old was determined to create a different life for himself. He started his first business at 16 years old and enlisted in the U.S. Army at age 19. By age 35, he had started and scaled multiple businesses, owned one of the largest CPA firms in Las Vegas, and was selected as one of the most distinguished business leaders in Nevada. He has since worked with hundreds of other CEOs and companies to help them achieve the results they are looking for. This is the story of David Chavez, Founder and CEO of Assured Strategy, a business strategy coaching firm. David is passionate about helping other business leaders build and implement solutions that work. Through the failures and successes he’s experienced first-hand as an entrepreneur, David has developed systems and processes that achieve results. Since 2009, Assured Strategy has led over 250 companies to the summit to experience organizational success, alignment, and profitable growth.

Episode Directory

October 2024

  • 10/28/2024: Encore Beyond the Plate: Exploring Mindful Eating with Dr. Michelle May Listen Now
  • 10/21/2024: Customer-Driven Success:Derek Fournier on Transformational Change Listen Now
  • 10/14/2024: From Mistakes to Mastery in Client Retention with Chris Jennings Listen Now
  • 10/7/2024: Transforming Marketing with SongDivision’s Andy Sharpe Listen Now

September 2024

August 2024



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