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Writer's pictureHannah Howard Bink

Consulting Client Retention Strategies: Re-Engaging Past Clients for Quick Wins

When your consulting pipeline starts to slow down, one of the best things you can do is reconnect with your past clients. Think about it—these are people who already know the value you bring. If it was me, I’d focus on re-engaging them for quick wins that keep your pipeline flowing. You have enough on your plate, so let’s break this down into simple steps that anyone can follow.


Why Re-Engaging Past Clients is So Effective

Focusing on consulting client retention is like taking a shortcut to success. These clients already trust you and understand what you bring to the table. It’s faster, cheaper, and easier to work with existing clients than it is to bring in brand-new ones.


  • Client familiarity: You don’t have to waste time proving your worth; they already know what you can do.

  • Shorter sales cycle: With existing relationships, you can skip the lengthy introduction phase and dive straight into solutions.

  • Higher ROI: Re-engaged clients often lead to bigger projects since they already value your expertise.


Consulting Client Retention


Step 1: Start with a Personal Check-In

Re-engaging past clients can be as simple as a quick check-in. You’re not looking to sell anything right off the bat—just remind them that you’re still around to help with their evolving needs.


What to Do: Send a personalized email or pick up the phone. Say something like, “Hey, it’s been a while! I was thinking about the work we did together and wanted to see how things are going. Is there anything I can help with these days?”


Step 2: Offer Relevant Value

Offer something of value that’s specific to their current challenges. This could be a new industry insight, a useful tool, or even a quick consultation to address a recent problem they’re facing.


What to Do: Provide a tailored resource like a case study, a webinar invite, or a brief strategy session focused on their current needs. After that’s done, they’ll see you as a trusted advisor, not just a vendor.


Step 3: Remind Them of Your Past Wins

Sometimes, all it takes to reignite a relationship is a reminder of the great results you delivered in the past. Highlight a specific success you helped them achieve and offer to take it even further.


What to Do: Send a quick note that says, “I was looking over the metrics from our last project and realized we helped you boost your client retention by 20%. Let’s chat about how we can build on that success.”


Step 4: Create an Exclusive Offer

Make past clients feel valued by offering them something exclusive. This could be a limited-time discount, a bundle deal, or early access to a new service.


What to Do: Create a “Returning Client Special” offer and make it clear that it’s only available to them. This personalized touch often encourages clients to re-engage quickly.


Step 5: Ask for Referrals

Even if your past client doesn’t have a current need for your services, they might know someone who does. Asking for referrals is a great way to expand your network without cold outreach.


What to Do: Ask directly but casually, “If you know anyone who could benefit from what we did together, I’d really appreciate a referral.”


Next Steps for Consulting Client Retention

You have enough on your plate without making client retention harder than it needs to be. Start by checking in with past clients, offer relevant value, and remind them why they chose you in the first place. After that’s done, you’ll see your pipeline start to pick up speed again.


For a deeper dive into re-engagement strategies that can boost your pipeline, download our free ebook, "What to Do When Your Consulting Pipeline is Drying Up." It’s filled with actionable steps to make re-engaging past clients easy and effective.


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