Your clients come once. Then disappear for months.

Client retention

Your clients come once. Then disappear for months.

One in three consultants only bills a single mandate per client. Xpert6 turns every one-time collaboration into a lasting, profitable relationship.

The problem

The invisible loss cycle

Acquiring a new client costs five times more than retaining an existing one. Yet most consultants have no retention strategy whatsoever.

1

One-off mandates with no follow-up

The project ends, the client thanks you, then silence sets in. No mechanism keeps the relationship active between mandates.

2

Revenue gaps between every contract

You go weeks without news, then start over with prospecting. Every gap in your schedule costs thousands in lost revenue.

3

Zero visibility on client engagement

No way to know which clients are about to disengage, which ones actively use your deliverables, and which are ready for a new mandate.

Before / After

A consultant without a retention strategy vs one who is equipped

Without Xpert6

End of mandate = end of relationship. No structured follow-up.
No visibility on post-mandate client activity.
Unpredictable revenue with dry months between contracts.
Constant prospecting to replace clients who could have returned.

With Xpert6

Client portal stays active between mandates. The link never breaks.
Dashboard showing which clients consult your deliverables.
Recurring billing and automatically renewed mandates.
Existing clients generating new projects without any sales effort.
How Xpert6 retains your clients

Six retention levers built into your practice

Every feature is designed to keep the relationship active, increase perceived value, and naturally trigger the next mandate.

Permanent client portal

Your clients access a branded professional space, 24/7. Between mandates, the portal stays active and reminds them of your value with every login.

Real-time engagement tracking

See exactly which clients consult your deliverables, when, and how often. Spot re-engagement signals before the client even contacts you.

Built-in recurring billing

Shift from one-off mandates to continuous advisory. Recurring billing transforms the relationship into a predictable revenue stream.

Evolving deliverables

Your reports and documents remain accessible and update over time. The client perceives ongoing value, not a frozen deliverable.

Automated reminders and follow-ups

Automatic touchpoints keep the relationship alive without manual effort. The client never forgets you are there.

Complete relationship history

Every mandate, deliverable, and exchange is centralized. When the client returns, you pick up exactly where you left off.

How it works

From one-off mandate to lasting relationship in 3 steps

1

Activate the client portal

Set up a branded professional space. Your client accesses it from the first mandate and keeps access between projects.

2

Keep the link active

Deliverables stay accessible, follow-ups are automated, and the dashboard alerts you when a client shows re-engagement signals.

3

Harvest recurring mandates

Clients return naturally. Recurring billing kicks in and your annual revenue per client increases significantly.

Free trial

Stop losing clients between mandates

Turn every one-off mandate into a lasting relationship. Set up your retention portal in 15 minutes, no credit card required.

12-day free trial. No credit card. No commitment.

Retention
More revenue per client
Recurring mandates, continuous relationship, predictable billing.

Xpert6 integrates with your ecosystem

Asana
Calendly
Dropbox
Google
HubSpot
Monday
Notion
Microsoft Office
Pipedrive
Salesforce
Slack
Zoho
Zoom
Asana
Calendly
Dropbox
Google
HubSpot
Monday
Notion
Microsoft Office
Pipedrive
Salesforce
Slack
Zoho
Zoom