Client Success Program

What is the Client Sucess Program?

Move past the frustration of entrepreneurial overwhelm. Get more time back to build a business you love by focusing on your expertise.

Our 'Done-For-You' Client Success program helps you tap into the power of automation and shared services to accelerate adoption while building trust, driving higher engagement, and increasing the opportunity for software renewals and additional service revenue.

Our straightforward monthly program simplifies and streamlines your ability to deliver top-notch client retention programs that grow with your clients.

Our approach is based on templates, techniques, and technology platforms developed after years spent figuring out what worked - and what didn’t - in order to scale our own coaching and consulting business.

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Our Client Success Tools

Our Client Success Tools

Biweekly Newsletter

  • Built on Rasa.io
  • Lead with TO
  • White Label (optional)
  • Up to 1500 or 3000 Contacts

Online Quiz Lead Gen 

  • Built on Bucket.io
  • LWTO Quizzes Only
  • Custom Domain
  • No Content Customization

Landing Pages

  • Up to 5 LWTO Landing Pages

Learning Paths and Email Nurture

  • On-Demand Courses Build on Kajabi.com

Client Success Program Pricing

Basic

$197/month

  • Up to 7 clients 
  • Up to 1500 email
    newsletter contacts
  • Current LWTO Quizzes with Custom Domain
  • Up to 5 Active Custom Landing Pages
  • Pre-scheduled Helpscout coverage up to 30 days/year.
  • Monthly Group Coaching Call
  • 50% Revenue Share
    for any Lead with TO Programs
  • Monthly Analytics
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Advanced

$397/month

  • Everything in Basic PLUS:
  • Up to 15 Clients
  • Up to 3000 email newsletter contacts
  • White Labeled Newsletter (Custom Logo, 1 Content Piece or Offer per issue)
  • Your Monthly Choice:
    5 Free Individual TO Certification Pro Level Vouchers or 1 Free TO Certification Voucher for a 10-Person Team
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Individual Platform Only Pricing

Rasa Newsletter


$29/month

Helpscout


$25/month

Bucket.io


$150/month

Kajabi


$149/month

$353/month*

*software only pricing if you bought these platforms separately

Have Questions? Want to Learn More? Connect with Us!

Schedule a 15-minute no-cost Consult Call to learn more about Lead with TO for Teams and to preview the monthly program offerings.

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