Why a Client Stays With You for Years
Become part of how their week runs, and leaving you means starting over.
In brief
Once you are part of a client's routine, what they pay for is no longer one visit. It is not having to think about the work at all. They stay because leaving would mean teaching someone new everything you have learned about them. So keep each visit the way they expect, and take care of the next step before they ask. Fix any slip they have to point out. A discount will not keep a client who has started to drift.
Imagine a tutor named Hannah Reyes who has taught Felix Okonjo math on Thursdays at 4:30 for two years. Felix is 14. His mother pays for a full school year at a time, and Hannah is good at the work.
This autumn, Hannah has more students than before. She moves Felix to Wednesday twice, and once she sends a colleague in her place. Before the November exams, Mrs. Okonjo emails her the test dates and asks whether they can start reviewing for them. Hannah starts that week.
In December, a friend tells Mrs. Okonjo about her daughter’s tutor. “She sends me the plan for exams before I’ve even looked at the calendar,” the friend says. In January, Felix starts with the friend’s tutor. When Hannah asks why, Mrs. Okonjo says, “You were great with him. I just felt I was always the one keeping track.”
Suppose instead that Hannah keeps Thursday at 4:30 all autumn and comes herself every week. In September, she asks Mrs. Okonjo for the school calendar and writes the exam dates on Felix’s page. Two weeks before the November exams, she emails, “Felix’s math exam is on the 14th. We’ll spend the next two Thursdays on practice tests.” Mrs. Okonjo has not looked at the calendar yet.
In December, the same friend tells Mrs. Okonjo about her daughter’s tutor. Mrs. Okonjo says, “Hannah knows Felix. I’d have to explain him all over again to someone new.” In June, she pays Hannah for the next school year.
Hannah taught the same math both times. What changed was how much Mrs. Okonjo had to think about it. In the first version, she kept track of the dates and the days. In the second, Hannah kept track, and leaving would have meant starting again with someone who did not know Felix. Here is why a client stays, and the four reasons behind it.
Customers stay for trust and for knowing what to expect, not for perks
In 2002, Thorsten Hennig-Thurau, Kevin Gwinner, and Dwayne Gremler surveyed 336 customers of a wide range of services. They built on an earlier study by Gwinner, Gremler, and Mary Jo Bitner. That study found three kinds of benefit a customer gets from a long relationship with a provider. Each comes on top of the service itself.
The first is confidence, which means less worry and knowing what to expect. The second is social, which means being recognized, knowing the people, and sometimes a friendship. The third is special treatment, such as better prices, faster service, or extra services for that one customer.
In the 2002 survey, the researchers measured trust and knowing what to expect together. That pair had the second strongest effect on how loyal customers were, after how satisfied they were. Social benefits also made customers more loyal. Special treatment did not. Better prices and extras did not make customers significantly more loyal, either directly or through any other route the researchers tested.
Those were customers of many kinds of business, and the step to your clients is the course’s own. Here is the step. In the second version, Mrs. Okonjo stayed because she trusted Hannah and knew what each Thursday would bring. In the first version, a discount would not have kept her. A lower price would not have taken the exam dates off her mind.
A client stays for four reasons, and each one takes something off their mind
The course gives four reasons a client stays with one professional for years. They are trust, anticipation, consistency, and the cost of leaving. Two come from the survey, and two are the course’s own, each with its reason.
Trust means the client no longer checks your work. It is the first half of the pair the survey measured. It grows each time you answer the questions a client asks about you. In the second version, Mrs. Okonjo turned down her friend’s tutor without meeting her.
Anticipation means the next step is done before the client has to ask for it. Hannah’s email about practice tests came before Mrs. Okonjo opened the calendar. Acting on something before the client asks shows that you were listening. Here is the course’s reason it keeps a client. Each step you take before they ask is one less job on their list.
Anticipation is not the special treatment the survey tested. A better price or an extra service is added on top of the work. Anticipation is the work itself, done before the client has thought of it. That distinction is the course’s own.
Consistency means each visit goes the way the client expects. It is the second half of the pair the survey measured, knowing what to expect. A household that keeps its people expects the same person on the same day. In the second version, Thursday at 4:30 meant Thursday at 4:30.
The cost of leaving is everything a new professional would have to learn. The course’s reason is that a client who leaves has to teach all of it again. Mrs. Okonjo would have had to explain how Felix learns, when his exams fall, and what he does when he is stuck. Felix would have had to get used to a stranger.
When all four are in place, the client is not paying for one Thursday. They are paying for not having to think about Felix’s math at all. At that point, what the client buys from you is the relationship itself.
Not every business sees its clients every week. For an interior designer or a photographer, the routine is the contact between jobs. It might be something meant for the client twice a year.
A Los Angeles florist learns each house over weeks of deliveries
Fiore Designs, a floral studio in Los Angeles, describes its weekly and every-other-week flowers for homes and offices. “The process starts with the space,” the studio writes. The size of the arrangement, the colors, the vase, where it sits, and the scent all matter.
Then the studio describes what the routine adds. “With recurring flowers, the florist also learns over time,” it writes. “Maybe your table needs lower designs, maybe you prefer quieter color, or maybe strong fragrance is not right for the room.”
The studio suggests that the first delivery should land “on a normal week, not only on a big occasion.” Its reason is that a normal week gives the florist “a chance to learn the space and your preferences.” For a home, flowers every other week give “a steady focal point without asking you to shop constantly.” For an office, the studio writes, “continuity matters more than novelty.”
Measured against this lesson, what the florist learns over time is the cost of leaving. A new florist would start again at the first delivery. They would not know that the table needs lower flowers, or that the room cannot take a strong scent. Fiore builds that knowledge by paying attention, one delivery at a time. Nothing in it stops the client from leaving, but leaving would mean teaching it all again.
Why a discount for staying goes wrong
Imagine a caterer named Marisol Vega who has cooked dinner for the Lau family every Friday for three years. She knows that Mr. Lau’s father, who eats with them, does not eat shellfish. This autumn, she hires an assistant to do the prep. Twice in October, a dish arrives with prawns in it, and Mrs. Lau has to text Marisol about it.
In November, Mrs. Lau mentions that a friend loves her caterer. Marisol hears that the family might leave. She offers to add a dessert course every Friday until Christmas, at no charge. Mrs. Lau thanks her and accepts. In January, the Laus start with the friend’s caterer.
Marisol answered a question about price that Mrs. Lau was not asking. What Mrs. Lau lost was the chance to stop thinking about Fridays. The free dessert is the kind of extra that did not make the survey’s customers more loyal. The version that works fixes the slip and tells Mrs. Lau about it once. “I let prawns through twice, and that’s on me. Shellfish is off the prep sheet for every Friday now, and I check each dish before it leaves.”
Counting on the cost of leaving is not trapping the client
Talk of what it costs a client to leave can sound like a trap. Many professionals would not want a client who stays only because leaving is hard.
The cost of leaving in this lesson is made only of what you learned while serving the client. Nothing stops them from going. Mrs. Okonjo was free to try her friend’s tutor in both versions, and in the second she did not want to. A cost you add on top is a different matter. Examples include a long notice period, a fee to leave, or notes you keep back. The course does not suggest any of them. Its reason is that a client held that way is likely to leave once leaving gets easier.
So if a client does leave, offer them your notes, to pass to whoever comes next if they want to. That is the course’s suggestion, and its reason is that what you learned was for the client’s benefit in the first place.
How to become part of a client’s routine
- On the page you keep on each client, write what the client would have to teach someone new if they left you. Include the days and times, how they like the work done, and what is coming up in their year. For example, a home organizer might write that the pantry is arranged so the housekeeper can restock it on Mondays. She might also write that the summer clothes come out on May 1.
- Once a month, look at what is coming up in each client’s year. Take care of the next step before the client asks. For example, a dog walker whose client mentioned that the dog’s shots are due in March can text in February, “Biscuit’s shots are due March 10. Dr. Kerr has Tuesday mornings free, and I can take him.”
- Each time a client has to remind you of something, treat it as a slip. Add it to the client’s page, and change how you work so they do not have to remind you again. For example, a personal trainer whose client reminded him twice about her sore knee can build every warm-up around it. Then he can write it at the top of her page.
- When a client seems to be drifting, do not offer a discount or a free extra. Find what they have had to think about again, fix it, and tell them once. For example, a coach can say, “You’ve had to chase me for the notes after our last two calls. From now on, they’ll reach you the same evening.”
- If a client leaves anyway, thank them and offer your notes for whoever comes next. For example, a travel adviser can say, “Here are the hotels you liked and the rooms you asked for. Pass the list on if it helps.”
Next: You will see how to reach a client who has gone quiet, with something useful and no apology for the gap.
Apply this
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Choose a client you have worked with for more than a year. Write what they would have to explain to someone new if they left you.
For example A music teacher might write that a new teacher would have to learn that Lily freezes in front of an audience. She plays best when her recital piece is chosen by October.
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Name the next step in one client's year that you will take care of before they ask. Write the date you will do it.
For example An event planner might book the tent for the Hartleys' July garden party on January 15, before Mrs. Hartley thinks to ask.
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Write down one part of your routine with a client that has changed in the last six months. The client did not ask for the change.
For example A private chef might write that dinner now arrives at 7:15 instead of 7, since he took on a second family.