Client Relationship SOP

A relationship cadence for the months after kickoff, so the account does not go silent until they cancel. What you get: - A 30-60-90 check-in calendar with the one question each call is for - A monthly pulse: usage, open loops, next deliverable date, who still cares - A “quiet client” protocol: no reply in 7 days, 14 days, 30 days, with the exact message and owner - An expansion path: when to offer more, what proof to bring, how to ask without a pitch deck - A health score you fill in 2 minutes: green, yellow, red, and the next action for each How to run it: 1. Book the 30-day check-in before you leave kickoff. No date, no relationship. 2. Send the pulse on the same weekday every month. If nothing moved, say that. 3. If they go quiet, run the protocol the day the timer trips. Do not wait for the QBR. 4. Red accounts get a call this week or a clean close. Yellow gets one offer, then you wait. Fill in your tools and run it on every client still in month one.