In a competitive agency landscape, winning new business is tough — but retaining and growing existing clients is where the real long-term value lies. This masterclass will show you how to master the client experience by focusing on small, consistent improvements that drive big results. 

Grounded in the 1% rule, you’ll learn how to identify the gaps in your client experience, implement meaningful changes, and measure their impact — all without overhauling your entire approach.

Many agencies focus heavily on securing new business but overlook the potential within existing accounts. Poor communication, misaligned expectations, and lack of strategic engagement are key reasons clients leave — even when the work is strong. The 1% rule is based on the idea that small, strategic improvements throughout the client journey can significantly boost client satisfaction, increase retention, and unlock growth opportunities over time.

You will learn:

• How to understand the key drivers of client satisfaction and retention
• To identify 1% improvements across the client lifecycle
• How to measure improvements in client sentiment and satisfaction

Agenda

1. Why Client Experience Matters – The link between satisfaction, retention, and growth
2. The 1% Rule – How small improvements create big results over time
3. Identifying Gaps – Where most agencies lose client trust and how to fix it
4. Building a Client-Centric Approach – Embedding this mindset into your processes
5. Measuring Success – How to track and improve client sentiment
6. Action Planning – Developing a tailored plan for your agency

🗣 Masterclass host:

Jo Rogers has spent over 20 years leading on both the agency and client side. She has scaled two major independent agencies, built a Client Services department from scratch, and helped teams grow while keeping clients happy. Jo’s sweet spot is helping agencies scale, by building strong client relationships, and embedding a client-centric mindset — all while balancing the human touch with smart use of technology. She is passionate about helping agencies thrive, even in a tough market, by driving client satisfaction and building long-term partnerships.

Youngling/Warrior/Wolf members attend at no extra cost! Please note, we do check ticket types so please only select this ticket option if you are indeed a paying member.

Pup and Non-paying members, please purchase a ticket. If you're interested in being a member, view our creds deck here.

🎫 This masterclass is for:

• Founders, Client Service Directors, Head of CS, Account Directors

Can't make it?

Get in touch with Adam on LinkedIn to see how he may be able to help!

BD Matters hosts monthly masterclasses. Keep on top of our other upcoming masterclasses here:

https://bdmatters.co/upcoming-masterclasses