Viewing customer relationships through a strict Return on Investment (ROI) lens creates a toxic, transactional dynamic. A "Desire to Invest" (DTI) model prioritizes building genuine, long-term connections and empathy, much like a healthy human relationship, rather than tracking a ledger of exchanges.

Brands often misinterpret repeat purchases driven by discounts or points as genuine loyalty. True loyalty is an emotional connection, not a transactional one. This "entrapment" model fails to build lasting customer relationships or brand affinity.

Instead of viewing them as separate efforts, businesses should link customer retention and acquisition. By unifying data to better re-engage existing customers via owned channels like email and SMS, brands increase lifetime value. This, in turn, reduces the long-term pressure and cost associated with acquiring entirely new customers.

A customer relationship isn't a one-time transaction; it's a long-term commitment. Like a good marriage, you must continuously 'date' your clients by providing new value, showing appreciation, and never taking the relationship for granted.

Salespeople often disengage after a deal closes. However, since they built the initial trust, they must stay involved during onboarding. This maintains customer momentum and ensures the relationship transitions smoothly, which directly impacts renewals, referrals, and future sales.

A culture of proactivity is your best defense against client churn. When a key contact changes at a major account, immediately get on a plane to meet them. This builds rapport that prevents drastic, uninformed decisions like demanding a massive fee cut months later.

Coterie achieves high customer retention without a traditional points-based loyalty program. Instead, it builds loyalty through concierge-level services like text-based order management and proactive, personalized 'surprise and delight' moments, such as sending flowers for a new baby's birth.

Salespeople often worry about being annoying during follow-up because they frame it as a transactional attempt to close a deal. To overcome this, reframe follow-up as an opportunity to build and enhance the relationship. By consistently providing value—sharing insights, making introductions, or offering resources—the interaction becomes helpful rather than pestering.

Never get complacent with your best accounts. Your competitors are actively targeting them. Proactive engagement and value delivery are not just for growth but are a critical defense against poaching by rivals who see your success as their opportunity.