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Clear the Gaps. Fix the Systems. Keep More Clients.

Every business loses customers for different reasons. Our approach starts with clarity, then moves quickly into practical fixes that improve follow-up, onboarding, and retention — without overcomplicating your operations.

Start With Clarity

We begin by identifying where your systems may be breaking down — whether it’s lead follow-up, onboarding, communication, or internal handoffs.

This initial review helps us understand what’s actually costing you customers so we can recommend the right next step — not a one-size-fits-all solution.
What You Get
A clear picture of where clients are slipping through the cracks

Insight into follow-up, onboarding, and communication gaps

Prioritized recommendations based on impact

A clear direction on what to fix first — and what can wait

Training & Ongoing Support

Your team is your most valuable asset — but only when they’re aligned, confident, and consistent.

We help teams improve how they convert, communicate, and retain customers through practical training and ongoing support that actually sticks.

Whether you’re onboarding new hires or refining an existing process, this work turns insight into execution.

What This Solves
Stronger sales and service conversations

Clear expectations and accountability across the team

Consistent customer experience (no matter who answers)

Ongoing guidance as your business evolves

Fractional CXO Support

When your business is growing but systems, people, or processes aren’t keeping up, you don’t need another tool — you need leadership.

Fractional CXO support gives you experienced guidance to improve customer experience, retention, and internal execution without hiring a full-time executive.
How I Support You
CX strategy and execution

Retention and lifecycle optimization

Process improvement across teams

Hands-on guidance and accountability

Automation That Supports Your Sales & Service

One System. Every Interaction.
No more bouncing between calendars, booking apps, email, texts, and DMs.

We implement automation to support how your business actually works — not force you into rigid tools.

CloseHub Pro brings your customer communication into one branded system so follow-ups happen consistently, leads don’t slip through the cracks, and your team knows exactly what to do next.

The result? Faster responses, fewer missed opportunities, and a smoother experience for both your team and your customers.
What This Enables
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Centralized booking and calendar management

Consistent text, email, and DM follow-up

Clear lead capture and handoff between team members

Rebooking and retention workflows

Missed-call follow-up and reputation support
Find out what it’s costing you NOT to fix it.
Let’s uncover what it’s costing you and build a plan to fix it.
Get Clarity on What to Fix
Contact Us
+1 605-657-6656
info@closeandkeepco.com
Sioux Falls, SD
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