Effective Strategies for Client Conversion and Retention

Sunday, June 29, 2025

9:00 AM – 10:30 AM PDT

Location: Bandol 1

Faculty(s)

Terri Ross, CEO

Founder and CEO Terri Ross Consulting
Terri Ross Consulting
CA, CA

Identify best practices for maintaining strong relationships, improving patient satisfaction and ensuring continued care.
Recognize common challenges in client communication and conversion and explore practical solutions to overcome them.
Develop an effective follow-up schedule to convert prospects into loyal clients and enhance retention through personalized and ongoing engagement.

9:00 AM – 9:15 AM PDT

Identifying Key Drivers of Retention and the Importance of Effective Communication
Faculty: Terri Ross, CEO – Terri Ross Consulting
9:15 AM – 9:45 AM PDT

Identifying Key Drivers of Retention and the Importance of Effective Communication
Faculty: Terri Ross, CEO – Terri Ross Consulting
9:45 AM – 10:15 AM PDT

Effective Follow-Up Strategies for Retention Workshop
Faculty: Terri Ross, CEO – Terri Ross Consulting
10:15 AM – 10:30 AM PDT

Wrap up / Q&A / Closing Remarks