Audit | The Close and Keep Co. | CRM Automation & Retention

Discover What’s Costing You Clients — and What to Do About It

The Close & Keep Audit™ helps identify where follow-up, onboarding, or communication breakdowns may be costing you customers.

In a few minutes, you’ll get a clearer picture of what’s working, what’s not, and where to focus first — so our conversation is productive and tailored to your business.

Get Clarity on What to Fix

auditor audit factory or annual assessment every year to ensure that activities are conducted in a correct way, not against the law and that there is a plan to meet the quality standards kpi target

engaging customers through personalized email communication

In-Depth Review & Recommendations

A structured review of your follow-up, onboarding, and communication systems

Insight into potential churn and revenue leakage

A prioritized action plan focused on retention and conversion

Clear recommendations based on your business goals

Talk Through the Findings

What Happens Next

Start With a Conversation
We’ll talk through your business, what’s working, and where things feel stuck — no prep required.

Get Clear on the Real Gaps
Together, we identify where follow-up, onboarding, or communication may be costing you clients.

Decide What to Fix (and What Can Wait)
You’ll walk away with a clear recommendation — whether that’s systems, training, ongoing support, or simply better clarity.

Discover What’s Costing You Clients — and What to Do About It

What Happens Next

Start With a ConversationWe’ll talk through your business, what’s working, and where things feel stuck — no prep required.

Get Clear on the Real GapsTogether, we identify where follow-up, onboarding, or communication may be costing you clients.

Decide What to Fix (and What Can Wait)You’ll walk away with a clear recommendation — whether that’s systems, training, ongoing support, or simply better clarity.

Start With a Conversation
We’ll talk through your business, what’s working, and where things feel stuck — no prep required.

Get Clear on the Real Gaps
Together, we identify where follow-up, onboarding, or communication may be costing you clients.

Decide What to Fix (and What Can Wait)
You’ll walk away with a clear recommendation — whether that’s systems, training, ongoing support, or simply better clarity.