Client Compliance Playbook, 90-Day Renewal Strategy
Compliance is your recurring revenue. Clients don't re-book because they love you. They re-book because a certification expired and they need a compliant workforce by Monday. This playbook is the 90-day system for making sure that phone call comes to you, not your competitor.
The 90/60/30 renewal cadence
At 90 days out: a "heads up" email with renewal options. At 60 days: a scheduled proposal with pricing locked. At 30 days: a booking confirmation or escalation to their safety manager. Why the 90-day start matters and what message goes in each touch.
Turning one-off training into a retainer
How to pitch an annual compliance retainer instead of per-class quotes: structure, pricing, and the objection-handling script when they push back on "pre-paying."
The compliance matrix as a sales tool
Using a live compliance dashboard (like the Certivo Client Portal) to show clients exactly which staff certs are expiring when, making the renewal a reminder instead of a cold sale.
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