Clifford Almeida from My Web Audit is joining us to share a process he’s been using to run quarterly and annual client check-ins — the kind of meetings that help you build better relationships, keep clients longer, and open the door to new projects.
If you’ve ever found yourself thinking:
- “How do I get more work from existing clients?”
- “Why did they go with someone else?”
- “I wish I had a better reason to reconnect with past clients…”
…then this session will be worth your time.
We’ll cover:
- How to shift from “vendor” to “partner”
- Simple ways to uncover new revenue in accounts you already have
- What to say in these meetings (Cliff’s sharing actual email templates!)
- Why this works even for solo shops or small teams
This isn’t about pressure or pitches — it’s about having better conversations that lead to stronger relationships and more stable revenue.