The 5-Minute Client Check-In That Boosts Retention by 40%

Aug 13, 2025

The Text That Made My Week

Last week, I got a text from Kelly, a client I worked with a couple of years ago:

"I just wanted you to know I'm still following everything you taught me. Best investment I ever made!"

Here's the thing - Kelly almost quit working with me after our second session. She felt overwhelmed, wasn't seeing results fast enough, and I could sense she was about to ghost me (we've all been there, right?).

But instead of letting her slip away, I implemented something that completely changed everything...

The Problem We All Face

Your clients don't just want your expertise - they want to feel seen, heard, and supported between sessions. Most practitioners only connect during scheduled appointments, but life happens in those 168 hours between meetings.

That's where people get stuck, lose motivation, or start doubting themselves.

The 5-Minute Check-In That Changes Everything

It's not another coaching call. It's not a lengthy email sequence. It's a simple voice message (or personal note) that has boosted my client retention by 40% and turned one-time clients into raving fans who refer everyone they know.

The CARE Method

C - Check on their wins "Hey Kelly! I've been thinking about you since our last session. How did that meal prep go this week?"

A - Acknowledge their struggles "I know you mentioned feeling stressed about the kids' schedules - that's totally normal and you're not alone in this."

R - Remind them of their progress "Remember, three weeks ago you couldn't even imagine meal prepping on Sundays, and now look at you!"

E - Encourage next steps "You've got this! I'm excited to hear how the new morning routine goes this week."

When to Send These Messages

  • Day 3 after a session - While your advice is still fresh
  • When they miss a check-in - Instead of radio silence
  • Before a challenging week - Like holidays or work deadlines
  • After a breakthrough moment - To cement the win

The Magic is in the Details

❌ Don't: Send generic "How are you doing?" messages
✅ Do: Reference specific things they shared with you

❌ Don't: Make it about you or your services
✅ Do: Make it 100% about their journey and progress

❌ Don't: Ask for anything in return
✅ Do: Simply show you care and you're invested in their success

Why This Works So Well

Your clients don't just want your expertise - they want to feel seen, heard, and supported between sessions. Most practitioners only connect during scheduled appointments. But life happens in between those sessions. That's where people get stuck, lose motivation, or start doubting themselves.

These 5-minute check-ins bridge that gap and show you're thinking about them even when you're not being paid to.

The result? Clients who feel supported stick around longer. They implement your advice better. They get better results. And they become your biggest advocates.

What My Clients Are Saying

"'I just want to feel like myself again.' This is what Jane told me in tears during our first session. 3 months later, she's back to morning walks, playing with her grandkids, and finally feeling hopeful again."

One client even messaged me saying it was "the first program in years where I actually felt supported instead of judged."

Your Action Step This Week

Pick 3 current clients and send them a voice message (or personal email if you prefer) using the CARE method.

Don't overthink it. Don't make it perfect. Just make it personal and genuine.

I guarantee at least one of them will reply with something that makes your day.

The Long-Term Impact

The best part? This doesn't just work for current clients. I use this same approach with past clients who completed programs months ago. It's amazing how many of them come back for additional services or refer new clients just because I stayed connected.

Kelly's text two years later proves that small gestures create lasting relationships.

Ready to Transform Your Practice?

Remember: Your clients are working hard towards their goals, but not seeing the results they expected. It's possible that feeling disconnected between sessions is subtly impacting their progress.

This isn't about what you're doing wrong - it's about what you might not even realize could help them succeed.

Start this week. Pick three clients. Send personal check-ins using the CARE method.

Don't waste another month wondering why clients aren't sticking around. The solution is simpler than you think.

What small action will you take this week to show your clients you care beyond your scheduled sessions?