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Jo Rogers

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.

Jul 14, 2026

9:58
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?
10:11
Yeah.
10:11
So I think the important thing is to not straightaway overcomplicate it in the first instance.
10:18
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.
10:27
But equally, clarity is also really important.
10:31
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.
10:38
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

36:34
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?

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