The Magic of “Golden Off-boarding” with Kay Peacey

Things you will learn:

• Transitioning from an individual product/course to a membership model
• The reality of retention (how to think about it)
• KRIs (Key Retention Indicators).  Things like coming to Office Hours, showing up in member community, visiting education site, are they opening, clicking, and engaging with emails
• How to use Airtable to make your life simple (color coding insights!)
• How to find, and then personally engage with high-risk accounts
• The magic of “Golden Offboarding”
• The importance of community (Kay loves Circle)
• Why advocacy matters
• How to bond with customers