CASE STUDY

04

Made 40% Higher Retention Rate

Streamlined client delivery and communication to gain long-term partnerships

Mike Walker

Manager at Shift Media

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Industry Type

Media & Advertising

Industry Type

Media & Advertising

Project Kickoff

December 18, 2023

Project Kickoff

December 18, 2023

Total Timeline

8 Weeks

Total Timeline

8 Weeks

Company Size

15–20 Employees

Company Size

15–20 Employees

Program Name

Business Foundation

Program Name

Business Foundation

The Struggle

Clients were leaving too soon, hurting growth

Shift Media was acquiring clients but struggled to retain them. Communication gaps, unclear delivery processes, and inconsistent follow-ups created frustration for clients.

On analysis, we found the root causes: delivery was scattered, touchpoints were missed, and expectations weren’t clearly set. These issues limited long-term partnerships and slowed company growth.

Our Strategy

Streamlining Delivery and Communication for Retention

We built a structured client delivery system, aligned communication schedules, and clarified expectations.

By removing friction and creating predictable processes, clients experienced smoother engagements, which naturally increased retention and satisfaction.

The Result

A smoother client experience created stronger long-term partnerships and growth

Clearer delivery milestones, reliable communication, and centralized relationship tracking helped Shift Media remove avoidable frustration. Clients stayed longer, churn declined, and the business built more durable revenue.

+40%

Client retention increased through smoother delivery systems

+40%

Client retention increased through smoother delivery systems

2K+

Total unit sales grew across stronger client partnerships

2K+

Total unit sales grew across stronger client partnerships

–18%

Client churn rate decreased after process improvements

–18%

Client churn rate decreased after process improvements

50K+

Revenue generated expanded through longer relationships

50K+

Revenue generated expanded through longer relationships

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