In the debut episode of 'Retention Made Simple,' host SAM welcomes friend and Coach Dale Young to discuss client retention and the importance of knowing oneself. They dive into how understanding your own strengths can lead to better business practices and improved client relationships. Dale shares insights from his 48-year IT career and his journey of self-discovery, emphasizing the significance of faith and business alignment. They also explore the practical benefits of using an energy map and automated systems like Ninja CRM for simplifying business processes. Throughout the discussion, they stress the importance of feedback, personalized client appreciation, and the value of relationships in business.

00:00 Introduction to Sustainable Business

00:47 Meet Dale: A Journey of Self-Discovery

01:36 The Power of Knowing Yourself

03:30 Dale's Calling and Business Insights

08:03 Aligning Faith and Business

09:37 Understanding Legacy and Relationships

19:12 Client Retention Strategies

25:19 Popcorn Mishaps and Client Relationships

26:19 The Importance of Client Feedback

27:39 Onboarding and Client Retention Strategies

29:40 The Value of Personalized Client Appreciation

36:25 Energy Maps and Personal Insights

45:27 New Business Ventures and Future Plans

49:18 Final Thoughts and Encouragement

Reach out to Coach Dale: https://coachdale.com/

Schedule a coffee chat with Coach Dale: https://calendly.com/coachdale/coffee?back=1

Get your own “Energy Map” https://w3.coachdale.com/energy-map-wired-to-win

Want to be a guest on the show? https://retentionmadesimple.com/rms-podcast-intake

Want to attend SAM’s next LIVE Retention Training + Demo: retentionmadesimple.com/demo

Want more info about Retention Made Simple: https://retentionmadesimple.com/