Client Retention Audit
A structured review of how your practice acquires, serves, and re-engages clients—with a written plan and assigned internal owners.
From TWD 85,000 — scoped after intake call
New Taipei City · Since 2014
Retention plans built around how your practice actually serves clients
Magnolia Core Strategy Group helps law firms, clinics, and accounting practices map client journeys, spot early churn signals, and design follow-up rhythms that fit your team's capacity—not generic playbooks.
Where practices lose clients—and where we intervene
Most professional firms do not lose clients in a single dramatic moment. Relationships erode through missed check-ins after a matter closes, unclear renewal terms, or front-desk staff who never learned why a client chose the firm. We document those friction points and assign owners inside your team.
After the matter ends
A dental clinic finishes an implant case but never schedules the six-month review. A law firm closes a contract dispute and sends no note about employment-policy updates. We design post-service touchpoints with specific timing and scripts.
Renewal and re-engagement
Annual tax engagements, retainer renewals, and membership-style care plans all need a calendar. We build renewal sequences that respect busy partners and give clients a reason to stay—not just a reminder invoice.
Front-line consistency
Receptionists, paralegals, and practice managers often hold retention in their hands. We train them on escalation paths, complaint logging, and when to loop in the lead practitioner.
Consultations for your practice
Each engagement starts with understanding your client mix, service lines, and who currently owns follow-up. Browse our core offerings or describe your situation on the contact form.
Client Touchpoint Review
Focused assessment of three to five critical moments in your client journey—with revised scripts, timing, and handoff rules.
TWD 42,000 fixed for up to five touchpoints
Renewal & Re-engagement Workshop
Half-day session for partners and client-facing staff to align on renewal timing, messaging, and ownership before your busy season.
TWD 28,000 for up to 12 participants
What practice owners tell us
Our accounting firm had twelve partners each handling client calls differently after tax season. Magnolia mapped a single post-filing check-in script and assigned it to our client coordinators. Repeat engagement for advisory services rose within two quarters—though we still need to tighten how we track referrals from those calls.
— Lin Wei-Hao, managing partner, mid-size tax practice, Taipei
The retention audit surfaced that our clinic lost families when children turned eighteen and stopped coming for pediatric visits. We added a young-adult transition letter and a complimentary adult screening offer. Uptake is gradual, but parents mention the letter in satisfaction surveys.
— Dr. Chen Mei-Ling, family medicine clinic, New Taipei City
Schedule a retention conversation
Tell us your practice type, team size, and what prompted you to look at retention now. We respond within two business days with whether an audit, touchpoint review, or workshop fits—and a suggested first meeting date.
Contact our team