
Jo Rogers
Founder of Client Success Matters; consultant and trainer helping agencies build high-performing client service teams with 20+ years of B2B marketing experience.
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Jul 14, 2026
Retaining and growing client accounts - when none of your team are account managers, with Jo Rogers.
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Kelly MolsonHOST
And the first part of that is what does that client success process look like? So what are the kind of first aspects a founder needs to consider when they're starting to map out their client success process?

Jo RogersGUEST
So I think the important thing is to not straightaway overcomplicate it in the first instance.

Jo RogersGUEST
You know, don't, you know, it's, it's very easy to start putting processes in place, and actually, particularly for smaller agencies, you can overcomplicate a little bit.

Jo RogersGUEST
So then the first thing that you've really got to do is understand actually what it is that your clients are wanting from you.

Jo RogersGUEST
You know, what are they actually buying from you? What are their pressures that they've got internally? What does a great relationship look like from their perspective? The reason why I say that is that I've got certain agencies that I work with, smaller agencies that I work with, and actually the clients see them as partners, but they just want them to be what I would consider transactional.
26 MINS LATER

Kelly MolsonHOST
Like, how can we track client health, and how can we kind of preempt when they're starting to not feel happy for whatever reason, and we preempt that inevitable churn?