October 22-25, 2024

Grand Hyatt, Tampa Bay

The Only 2.5-Day Live Event Exclusively for CEOs and Client Success Teams: Walk Away with Proven Strategies to Boost Client Lifetime Value and Implement Groundbreaking Client Results, Retention and Renewal Strategies Tailored for High-Growth Businesses. 

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Understand Your Client Success

Business leaders in the online education and coaching industry are challenged with escalating client acquisition costs, prolonged buying cycles, and a noticeable decrease in client satisfaction and program effectiveness.

Especially those who have experienced rapid growth in your client base, revenue, and team in a relatively short period of time. 


The solution is a sophisticated client success plan that not only increases the customer lifetime value and client retention but stimulates client renewals and referrals.

Yet, not a single training or certification program exists in the category of client success for the online education or coaching industry. No wonder client success and retention rates are abysmally low industry wide.


The online education and coaching industry hasn’t been around long enough to have well-established standards, which is typical of any new industry trying to work out its identity.

Because the majority of business growth advice in the industry comes from marketing and sales consultants who focus on front-end sales, most of it isn’t applicable to enhancing your entire client experience. 


Needless to say, business owners are left in the dark and lack an understanding of client success well enough to build an effective and impactful strategy centered around getting clients to stay longer, feel happier, and achieve better results. 

This Is For You If...

You Are Client Focused

  • You are an established business owner with an online education or coaching business model who consistently fills their program with clients and is dedicated to elevating your client success and retention strategies.
  • You are experiencing rapid client growth but are struggling to retain a sizable percentage of the clients you acquire or maintain the percentage of clients getting results. 
  • You value a client-centric approach and believe that exceptional client experience is crucial for long-term sustainability and profitability.
  • You are committed to reducing client drop-off rates and want to develop a comprehensive client success system that ensures more clients achieve their goals and stay loyal to your brand.

You Are Ready To Take Action

  • You want to align your marketing, sales, and service delivery teams with a unified client success framework that drives consistent and measurable results across all departments.
  • You are looking for actionable, hands-on strategies that can be immediately implemented to enhance your client journey from initial marketing to client advocacy.
  • You believe in the power of peer-to-peer learning and want to collaborate with other top business leaders to share insights, strategies, and best practices.
  • You are ready to invest in your team’s growth, bringing key members from your marketing, sales, and client success departments to ensure alignment and collective success.
  • You desire a life of freedom and a business that operates smoothly with empowered team members, leading to more satisfied clients and increased profitability.


After the Client Success Summit

By attending the Client Success Summit, you will walk away with a comprehensive, actionable plan tailored to elevate your client success operations. Here’s what you’ll be able to implement in your business:


  1. Unified Client Success Framework
  2. Enhanced Client Retention Strategies
  3. A Game Plan for Increased Client Lifetime Value
  4. Empowered and Aligned Team Structures
  5. Optimized Client Experience
  6. Proven Renewal, Retention and Referral Systems
  7. Actionable Insights and Custom Strategies
  8. Sustainable and Scalable Growth Models


After the summit, you will have a comprehensive and actionable plan.


REGISTER NOW

This is not your typical live event where you sit in your seat and get bombarded with information from a bunch of speakers who want you to buy their stuff.


This is an experience that will allow you to integrate and implement what you learn as you go. You’ll get to have valuable conversations with other leaders in the industry as well as spend time developing frameworks and strategies with your team member if you choose to bring one along.



Your business will never be the same after you leave!

Meet Your Client Success Summit Hosts!


Megan Huber


Known as the "Brains Behind the Business," Megan is a strategic advisor for high-growth companies, specializing in client retention, program structure, and fulfillment that drives high percentages of client results. With a Master of Arts in Teaching and extensive experience in client success management and public education, Megan transforms client experiences and boosts business growth over the long term.


Megan began her career as a high school business education teacher, and although she loved working with teenagers she wanted to create a life built on more freedom of time, relationships and finances when she gave birth to her daughter, Brighton.


Shortly after starting her first coaching business, Megan was hired as the Director of Client Success for a large scale coaching company in 2013 where she simultaneously directed 4 year long programs, a small client success team, and over 500 clients at one time.


Since entering back into entrepreneurship in early 2017, Megan made a vow to be a pioneer in elevating the standard of service provided to clients across the coaching and online education industry.

Nikki Nash


Known as the "Marketing Genius," Nikki is a strategic advisor for high-growth companies, specializing in offer development, client enrollment, retention, and client referrals, all aimed at enhancing customer lifetime value, happiness, and advocacy. Armed with an MBA and a wealth of experience in training entrepreneurs and their teams, Nikki orchestrates seamless client journeys from marketing inception to sales conversion and fulfillment.


Her expertise isn't just theoretical; Her journey into marketing began in the corporate realm, where she honed her skills at ad agencies managing accounts that today belong to household names like Kraft Foods and Mondelez. She then transitioned into pivotal roles within Fortune 100 companies, including Coca-Cola, Intel, and Louis Vuitton Moet Hennesey, where she fine-tuned her understanding of marketing at scale.


In 2014, Nikki's journey took a pivotal turn when she assumed the role of Head of Marketing at a rapidly growing tech startup. It was here that she realized the paramount importance of a superior client success approach, understanding that even the most effective marketing efforts cannot help a subpar client experience.


Fueled by this revelation, Nikki embarked on her own coaching and consulting venture with a clear mission: to engineer aligned experiences from initial marketing touchpoints through sales conversion to fulfillment. She does this through her businesses and her Hay House bestselling book "Market Your Genius," cementing her reputation as a thought leader in the industry. 

What You’ll Gain When You Attend:

1. Solve Your Biggest Challenges:


  • Increasing Attrition Rates: Learn how to keep clients engaged and loyal by enhancing their experience.
  • High Client Acquisition Costs: Discover strategies to reduce costs by maximizing client lifetime value.
  • Falling Client Satisfaction: Implement operational and psychological strategies to boost client satisfaction.


2. Transformative, Experiential Learning:


This isn’t just another seminar. Engage in hands-on, experiential learning that allows you to:


  • Collaborate with Peers: Network and learn from other top business leaders.
  • Develop Actionable Plans: Walk away with a defined, customized client success plan ready to implement.


3. Bring a Member of Your Team:


CEOs are encouraged to bring a representative on your team from the client success department. This collaborative approach ensures that your organization is working towards a common goal of becoming client-centric. If you do not have a dedicated person in the client success department, we recommend bringing along the next closest team member who will support the company in implementing the decisions made during the live event.

Event Overview


October 22th: Welcome Reception and Networking

 

  • Time: 6pm - 8pm


October 23th: Understanding the Client Success Framework to Drive Impactful Client Outcomes

 

  • Time: 9am - 6pm
  • Lunch Provided: 12:30pm - 2pm


October 24th: Hands-On Workshops

Topics: Client Retention, Referrals and Satisfaction, Collaborative Team Activities and Peer-to-Peer Learning Sessions


  • Time: 9am - 6pm
  • Lunch Provided: 12:30pm - 2pm


October 25th: Strategies for Increasing Client Lifetime Value, Building and Empowering Client-Centric Teams


  • Time: 9am - 1pm

October 22-25, 2024

This is not your typical live event where you sit in your seat and take a bunch of notes on high level theory. You’re going to get in the trenches so you can hit the ground running with your team when you go back home.


It’s time to be an industry leader and set a new, higher standard while becoming a best in class service provider!

CLIENT SUCCESS SUMMIT
LIVE EXPERIENCE

THE INVESTMENT

Super Early Bird Special

Single Ticket:

$2,997


Two Tickets (Same Company):

$4,997


Super Early Bird Special is for the first 10 companies only. Offer valid until July 15th or until the first 10 purchases are made, whichever comes first. 


Act fast to secure your spot at this exclusive rate!



REGISTER NOW
Date: 
October 22 - 25, 2024
October 22 Welcome Reception at 6pm
October 23, 24 from 9am - 6pm
October 25 from 9am - 1pm

Location: Grand Hyatt, Tampa Bay
SEE ON MAP

**Hotel accommodations are not included in the conference fee. You will have access to the hotel name and location, along with a discounted hotel group rate while available.**

FAQ

  • What are the dates of the Client Success Summit Live Experience?

    October 22 is the welcome reception from 6pm - 8pm 

    October 23 and 24 are full days from 9am - 6pm

    October 25 is a half day from 9am - 1pm


  • Where is the Client Success Summit Live Experience located?

    Grand Hyatt Tampa Bay

    SEE ON MAP

  • Is food included with the event ticket?

    Heavy hors d'oeuvres will be served on the evening of October 22nd.


    Lunch will be provided on October 23rd & 24th.

  • Are hotel accommodations covered with the event ticket?

    Hotel accommodations are not included. There is a room black rate. Use the link provided to book your room.

  • I am a brand new business owner. Is this event for me?

    No. This event is for established business owners who have a working marketing and sales pipeline already in place.

  • I have been in business for many years and consider myself to be a veteran in the online education or coaching industry. Is this event for me?

    Yes. This event is perfect for you, considering that you are leading your company to be truly client-centric and desire to be a leader in enhancing client experience industry-wide.


Right now, you’re doing things the way you’ve always done them...scratching your head trying to figure out how to retain more clients longer, increase referrals and elevate client satisfaction.

Get the experienced guidance you need at the first ever Client Success Summit Live Experience. 

It’s time to lead the online education and coaching industry to a new level, one where clients and their success are our priority.


Secure your spot today and take the first step towards transforming your client success operations. This exclusive event is designed to provide you with the tools, strategies, and insights needed to drive unparalleled success.


Ready to Revolutionize Your Client Success Strategy?


ARE YOU IN?
REGISTER NOW
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