Halftime Workshop: Keep Customers: Build Client Journey & Retention Systems

• Member: $25 (w/ discount code in members' portal)
• Non-Member: $75

Most businesses work hard to attract new customers — but few have a plan to keep them.

This hands-on workshop teaches founders, consultants, and small business owners how to build the systems, touchpoints, and mindset that turn one-time buyers into loyal advocates. Using proven Customer Success strategies—adapted from the tech world to work in ANY industry—you’ll create your own operational playbook for retention, referrals, and sustainable growth.

By the end of this session, guests will walk away with:

• A mapped client journey from onboarding → advocacy
• A clear understanding of where customers fall off and why

Whether you’re a coach, consultant, creative, or service-based entrepreneur, you’ll leave with the exact processes that help small businesses scale sustainably — without burning out or losing clients along the way.

• Practical systems for retention, rebooking, and referrals
• Templates for onboarding, check-ins, offboarding, and feedback collection
• A simple plan to measure the metrics that actually matter (retention, churn, LTV)
• A personalized customer success strategy you can implement immediately

Alana D’Angelica is the founder of Alana D’Angelica Consulting, where she helps startups, small businesses, and nonprofits build scalable customer operations that drive retention and growth. With over 15 years of experience leading global Customer Success and Operations teams in the tech industry, Alana specializes in turning customer chaos into clarity - designing retention playbooks, scalable processes, and systems that keep customers for life.

www.alanadangelica.com

Questions? Contact [email protected]

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