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Build Loyalty Before Renewal Season Hits

Use AI to craft a quarterly VIP engagement plan that boosts retention and deepens client trust.

Hey there,

At Neesh AI, we’re on a mission to make AI knowledge accessible, actionable, and downright game-changing. This week, we’re keeping your best clients coming back with an AI-driven loyalty plan. Next week we’re taking it up a notch. Get ready to craft a culture-building workshop plan.

If you’re finding value in our weekly newsletters, we’d love for you to share them with others who could benefit from learning how to work smarter with AI. Together, we can empower more people to unlock the potential of tools like ChatGPT. 🚀

Hiring at Neesh AI: Training Operations Specialist

As a Training Operations Specialist on our Educate Team, you’ll be the operational backbone of our AI Literacy programs, ensuring every client training journey is smooth, structured, and exceptional. You’ll own the logistics, systems, and communications that make our Foundation Series, Connect Series, and any future series run seamlessly.

This role demands someone who takes satisfaction in completing tasks, closing loops, and seeing things through to the finish line. You’ll thrive if you love building order out of complexity, learning new tools quickly, and improving processes every time you touch them.

Send your resume and a short note about why this role excites you to [email protected] with the subject line: Training Operations Specialist Application

TL;DR

Use this prompt to create a quarterly engagement plan for your VIP coaching clients. You’ll get a mapped-out plan with personalized touchpoints, retention strategies, and value-adds that make your clients feel seen, supported, and eager to renew.

The Prompt

Instruction:
Act as a client experience strategist for a high-touch coaching program. Your task is to create a 90-day loyalty and retention plan that includes proactive communication, added value, and relationship-building strategies for VIP clients.

Information:
The program is [Insert Coaching Program Name or Description – e.g., a 12-month leadership accelerator]. VIP clients are [Insert Client Persona – e.g., senior leaders, business owners, etc.], and they value [Insert what they care most about – e.g., personalization, accountability, high ROI].

Context:
We want to increase renewal rates and deepen client relationships. This plan should focus on keeping engagement high throughout the quarter with a mix of structured and surprise-and-delight elements.

End Goal:
Create a quarterly plan that includes:

  • Monthly themes or milestones

  • Scheduled check-ins or coaching moments

  • Personalized touches (e.g., handwritten notes, custom resources)

  • Surprise value-adds (e.g., bonus call, exclusive content)

CTA or renewal nudge at the end of the quarter

See The Prompt In Action

Instruction:
Act as a client experience strategist for a high-touch coaching program. Your task is to create a 90-day loyalty and retention plan that includes proactive communication, added value, and relationship-building strategies for VIP clients.

Information:
The program is Elevate: A 12-month executive leadership coaching program. VIP clients are senior leaders at fast-growing startups. They value high personalization, clarity, and consistent accountability.

Context:
We want to increase renewals and deepen relationships over Q3. Our clients are busy, results-driven, and expect proactive service and thoughtful touches.

End Goal:
Quarterly Plan:

  • Month 1: Vision Reset & Touchpoint

    • 1:1 coaching call focused on refining Q3 goals

    • Custom journaling prompts emailed post-session

    • Personal note mailed with a recommended leadership book

  • Month 2: Mid-Quarter Motivation

    • 15-minute surprise check-in call

    • Client feature in newsletter or community group

    • Invite to VIP-only webinar with a guest speaker

  • Month 3: Milestone + Nudge

    • “Wins” recap email with progress snapshots

    • Early renewal offer with bonus 1:1 call if signed before month-end

    • Custom worksheet based on their top leadership challenge

Response After We Tried

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Baylor Launches First-Ever National AI Entrepreneurship Challenge
Baylor University’s Hankamer School of Business has introduced the nation’s first AI-focused entrepreneurship challenge, inviting students from across the U.S. to compete. Participants will develop and pitch AI-powered business ideas to industry leaders, with the goal of driving innovation and fostering startup creation. The competition reflects Baylor’s commitment to positioning students at the forefront of the AI business landscape. Learn more.

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Here’s to using ChatGPT to turn peer input into more actionable summaries!

Neesh AI