🍋 Lemonade Life — Client Retention Journey Map

From New Client Onboarding to Renewal & Advocacy

GHL CRM Audit · February 23, 2026 · Guelph, ON
Client Lifecycle Timeline
Onboarding
Days 0–30
Active Wins I
Days 31–60
Active Wins II
Days 61–90
Offboarding
Days 91–120
Extensions
If needed
Renewal
Day 120+
Stage 1 — Onboarding 04_Client Success · Stage 1
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Onboarding — Days 0–30
New client is welcomed, oriented, and set up for success
Touch 1
Welcome Email + Orientation
Welcome sequence fires automatically — orientation call booked
Email Sequence Automation
Touch 2
Onboarding Form / Survey
Client completes intake — goals, situation, preferences captured
Form
Touch 3
Orientation Call
1:1 call with coach to set expectations and roadmap
Orientation Call Calendar
Touch 4
Group Coaching Access
Added to group session — first group coaching call scheduled
Group Coaching Access Email
Touch 5
Week 1–4 Check-ins
CSM check-in cadence — SMS or email to ensure engagement
CSM SMS
↓ Day 31 — Active client phase begins
Stage 2 & 3 — Active Coaching 04_Client Success · Stages 2–3
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Active Client Wins — Days 31–90
Coaching delivery in full swing — wins documented, momentum built
Days 31–60
Active Client Wins I
Regular coaching sessions, group calls, accountability check-ins
Group Sessions 1:1 Calls
Days 61–90
Active Client Wins II
Continued coaching — renewal conversation begins around Day 75
Group Sessions Renewal Prompt
Ongoing
Failed Payment Recovery
Automated failed payment workflow fires if billing fails
Failed Payment Email SMS Alert
Ongoing
Progress Surveys
Mid-point survey checks satisfaction and documents wins
Survey
Parallel Track — Group Coaching Program

👥 Lemonade Life Group Coaching (37 calendars)

Weekly Group Calls Recurring group coaching sessions — each with its own calendar (37 total in the group)
Group Session Reminders Email + SMS automated reminders fire before each session
Session Recordings Post-session follow-up sends replay links and action items
Divorce Planner Integration Divorce Project Planner (30 SMS snippets) supports clients through legal/personal steps
↓ Day 91 — Offboarding begins
Stage 4 — Offboarding 04_Client Success · Stage 4
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Offboarding — Days 91–120
Program wind-down, results documentation, renewal/exit conversation
Week 13
Offboarding Email Sequence
Automated sequence celebrates progress and introduces renewal offer
Reenrolment Emails Automation
Week 14
Renewal Conversation
Coach or CSM proactively discusses continuing — rebook calendar offered
Renewal Call Rebook SMS
Week 15–16
Exit Survey
Completion survey captures results, testimonials, and satisfaction score
Survey
Final
Alumni Status
Tagged as past client — enters alumni nurture sequence
Alumni Emails Alumni Tag
↓ Client chooses a path
Stage 5 — Extensions (If Needed) 04_Client Success · Stage 5
⏱️
Extensions — Free Coaching
Clients who need more time before renewal are offered an extension period
Extension
Free Coaching Extension
Granted at coach discretion — keeps client engaged and building toward renewal
Continued Access Coach Decision
During Extension
Continued Nurture
Light-touch check-in emails and value content during extension period
Extension Emails CSM Check-in
↓ Renewal or exit decision
Stage 6 — Renewed Continuity 04_Client Success · Stage 6
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Renewed Continuity
Client re-enrolls in the coaching program — highest LTV outcome
Renewal
Reenrolment
Reenrolment payment processed — client re-enters Stage 1 (Onboarding 0-30) of the same pipeline
Reenrollment Email Loop Back
Long-term
Continuity Member
Multi-cycle clients — tracked via pipeline variants (04b, 04c)
VIP Tag Ongoing Access
Client Exit Outcomes
🔄,/div>
Renewed
Re-enters Stage 1 of 04_Client Success pipeline. Highest LTV outcome.
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Alumni / Graduate
Tagged "past client" — enters alumni nurture for future offers, testimonials, and referrals.
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Referral Source
Happy graduates become referral sources — re-enter top of acquisition funnel as advocates.
Key CRM Metrics to Monitor
Onboarding
Orientation Call Show Rate
% of new clients who complete their orientation call within 7 days
Delivery
Group Call Attendance
% attendance in weekly group coaching sessions
Revenue
Renewal Rate
% of clients who re-enroll after Day 90 offboarding
Billing
Failed Payment Recovery
% of failed payments recovered via automated sequences
Growth
Referral Rate
% of new clients sourced from alumni referrals
Satisfaction
Exit Survey Score
Average satisfaction/results score from offboarding survey