The Client Renewal & Referral Kit
MICRO kit | digital download
Because there’s no point in chasing new leads when your best clients are sitting right in front of you.
The Client Renewal & Referral Kit™ gives you the exact SOPs, scripts, and workflows to turn happy clients into repeat buyers and referral machines — without awkward asks or pushy sales tactics. It’s the easiest, fastest way to add recurring revenue to your business using the relationships you already have.
Perfect For
Service-based CEOs, OBMs, and freelancers who want to stop relying solely on new client acquisition. If you’re ready to systemize retention → referrals → revenue, this kit gives you the tools to make it happen effortlessly.
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$37
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How to Ask for Testimonials & Referrals – Plug-and-play email + message scripts that turn great client results into shareable wins (and warm new leads).
How to Run a Client Renewal Conversation – A step-by-step script and flow for renewing clients with confidence and clarity — no discounts or begging required.
How to Track & Reward Referrals – A simple system for tracking, rewarding, and celebrating referrals so they keep coming in on autopilot.
3 Money-Making SOPs That Pay for Themselves:
Done-for-You Blueprints
Not just templates — these are the exact systems OBMs + COOs use to maintain consistency across multi-6 and 7-figure delivery pipelines.
Asana Workflow Templates
Prebuilt task flows that operationalize your delivery process inside your project management system.
Digital Download Bundle
Includes editable checklists, scripts, and handoff templates to help you implement fast.
Download Instantly
As soon as you purchase, you’ll get an instant-access email with all 3 SOPs, blueprints, and workflows. No waiting, no fluff — just plug-and-play systems that you can use right away.
01
Each SOP and workflow is editable. Add your company name, tweak your process steps, or align it with your tools (Asana, ClickUp, Google Drive, etc.) so it fits perfectly into your existing operations.
Customize for Your Business
02
Implement with Confidence
Follow the included blueprint to assign roles, organize files, and roll out your new systems across your team — or run them solo if you’re still the one wearing all the hats.
03
Watch delivery chaos disappear as your client experience becomes organized, predictable, and professional — the kind of consistency that scales and sells itself.
Deliver Consistently, Every Time
04
Works for agencies, service providers, and consultants alike.
Gives you repeatable systems for renewals and referrals that don’t feel awkward.
Turns happy clients into a built-in marketing engine.
Helps you generate more revenue without adding new clients.
Why You’ll Love It
BENEFITS
- Lydia J.
OBM & Agency Owner
“My easiest renewal ever. I used the renewal script from this kit and closed a 6-month extension within 24 hours — no discount, no pitch, just clarity and confidence. The testimonial prompts are chef’s kiss."
“$37 turned into $3,000. I implemented the referral system and got two client referrals in the first week. This kit paid for itself immediately. Simple, smart, and so worth it."
- Tasha B.
CEO, Copy & Strategy Studio
FAQs
What’s included in The Client Renewal & Referral Kit™?
You’ll get 3 plug-and-play SOPs, done-for-you blueprints, Asana workflows, editable templates, and message scripts that help you turn satisfied clients into repeat buyers and referral engines.
How fast will I get access?
Who is this for?
Do I need to use Asana?
Perfect for service-based CEOs, OBMs, freelancers, and agencies who want to build consistent, predictable revenue by leveraging their existing client base instead of constantly chasing new leads.
Nope. Asana templates are provided for convenience, but you can easily adapt the workflows for ClickUp, Trello, Notion, or any CRM or project management platform.
Instantly. You’ll receive an email right after checkout with your digital downloads — no waiting, no setup, just systems that start working for you today.
Will this work if I’m still a solopreneur?
Absolutely. You don’t need a team to use it — this kit works whether you’re managing five clients or fifty. It’s designed to help solo operators start building recurring revenue right now.
How long does it take to implement?
You can set it up in an afternoon. The SOPs and scripts are plug-and-play — copy, paste, personalize, and roll them out immediately.
What makes this different from your other micro kits?
This kit is all about money momentum. It’s specifically designed to tie retention → referrals → revenue so you can generate more income from your current client base with zero extra marketing.
What kind of results can I expect?
Users typically see faster renewals, increased referrals, and higher lifetime client value within weeks. It’s the easiest $37 investment you’ll make — one conversation can literally pay for the kit ten times over.
