We didn’t stop at a “thanks for joining” email.

We built out a lightweight but powerful Client Success system, including:

• Post-treatment check-ins and satisfaction surveys

• Milestone celebrations (e.g., “You’ve been with us for 30 days!” or “Your 5th booking – here’s a thank-you treat”)

• Personalized tips and content to help clients extend results between visits

• Loyalty perks triggered by behavior, not just time

• Reactivation emails sent at 45 and 90 days of inactivity, with tailored offers and win-back messaging

The Results

Within 6 weeks:

• Email open rates rose to 62% across the journey (vs 31% previously)

• LTV increased by 42%, driven by upsells and repeat bookings

• Referral traffic spiked by 26%, fueled by more satisfied, supported clients

• Client churn dropped by 39%, largely thanks to proactive follow-up

But beyond the numbers, the business now felt in control — with a system that worked for them, even when they were off the clock.

The Takeaway

Client Success doesn’t begin after the sale — it starts with the very first message.

When you treat your welcome journey as the kickoff to a thoughtful, strategic experience, you're not just selling — you’re serving. You’re creating clients who stay, spend more, and bring others with them.

At CoCEO, we help brands turn everyday automations into loyalty-building power moves. Because retention isn’t the finish line — it’s the foundation. et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.