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I used to hand every new client to whoever was free, now I pair them by niche after getting burned
For the first two years of running my agency partnerships, I just gave new accounts to whoever had room on their plate. Then back in March a client in Cincinnati almost walked because the person assigned to them had never touched their industry before. Now I match partners by niche and it's made a huge difference in retention. Anyone else switched up how they assign accounts and seen it pay off?
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phoenix_carter4d ago
Matching by niche saved my butt too, I had a real estate client stuck with someone who only did restaurants. Night and day once I fixed that.
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