OasisLMS

Duration 45 minutes (see Resources Tab above for Retention Risk Radar Checklist): As a result of joining this event, you will know where your biggest accounts are vulnerable, which will enable you to protect pipeline and secure must-win revenue.

All sales

UK and International

The client retention playbook: Proven moves to protect revenue Client retention should be the most predictable part of your revenue plan - yet it's becoming increasingly vulnerable. When account teams rely on past performance, outdated messaging, or unvalidated assumptions, even long-term relationships can be disrupted by a competitor who positions the future more convincingly. This session reframes client retention as a strategic revenue discipline, not an end-of-contract task. You'll learn how to identify early signs of account risk, uncover shifts in client expectations, and strengthen your value story long before procurement gets involved. Whether you own accounts or lead strategy, you'll walk away with practical tools to protect revenue, differentiate effectively, and secure must-keep clients in competitive environments.

Spot early signs of client risk, and act before competitors do. Align sales, delivery, and proposal teams to protect must-win renewals. Turn past performance into a future-focused value story that defends revenue and margin.

CPD Points: Two (when attending live) or one (watching the recording)

Lorraine Baird FF.ISP, Director, Strategic Proposals Ltd Lorraine is a trusted bid and proposal specialist with over 20 years' experience helping organisations win the right business - smartly and cost-effectively. As a Director at Strategic Proposals, she's known for her sharp strategic thinking, calm leadership under pressure, and an uncanny ability to turn even the vaguest brief into a winning strategy. She's helped secure contracts worth billions, including a £500m financial services win and a £1bn infrastructure deal that tripled projected revenue. Ceri Mescall, Managing Director, Strategic Proposals Ltd Ceri Mescall is a leading pursuit professional who brings a customer-first lens, and a challenger mindset, to high-value deals. With 15+ years securing billions of dollars in revenue, she combines executive-level strategy with thought leadership that elevates how sales teams position value, protect renewals, and outpace competitors.