Episode 21: Client Retention with Daniel Dixon

Summary

On this episode of The Huge Insider Podcast, host Sid Graef dives deep into the most profitable yet overlooked strategy in the home service industry: customer retention. Featuring Daniel Dixon, CEO of SendJim and a 7-figure floor coating business owner, this episode is a goldmine for service providers who want to maximize revenue by focusing on their existing customer base.

 

• Daniel Dixon, CEO of SendJim
  Website

Mentioned Tools & Platforms

• SendJim – client retention and automation platform

• Jobber – CRM software for home service businesses

• Housecall Pro – home service software

• ServiceTitan – field service management software

• Zapier – automation tool

Resources (Mentioned Every Time)

• The Huge Insider newsletter signup

• The Huge Insider podcast downloadable action guide

• The Foundations platform trial offer

• The Huge Mastermind info page

• Facebook Group

Events

• The Huge Convention 2025 – August 20–22 in Nashville, TN
  Tickets: https://thehugeconvention.com/

Transcript

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Sid Graef: Welcome back to the Huge Insider Podcast. It's Sid Graef and the Huge Insider is the show for home service professionals striving to break the million dollar revenue mark. If that's you, you're definitely in the right place. We want to help you skip the BS and get real wisdom from experienced business builders.

So we've gathered wisdom and insight directly from seven and eight figure business owners—people running companies that do anywhere from $2 million to $40 million a year and more. And we bring you their best insights, all focused on a single topic each month. These are real owners—not armchair philosophers or fake gurus. These are the folks quietly building empires behind the scenes.

This month, we're focusing on the things you must do to get and keep happy, profitable clients. Things like quality control, reviews, referrals, and long-term retention. Today, the topic is long-term retention. Once you get a customer, how do you keep them forever?

Today, you're going to hear from Daniel Dixon. Daniel has a 7-figure floor coating company. He's been in the carpet cleaning industry, and now, in addition to his service business, he’s the CEO of SendJim—a client retention automation and marketing platform. But the episode isn't about SendJim—it's about how to retain clients forever.

We also have a downloadable action guide to help you with a retention plan. It’s available at https://www.thehugeinsider.com. Let’s get into it.

Daniel Dixon: Hey everybody, this is Daniel Dixon, CEO of SendJim. Today I’m going to talk to you about customer retention. You’ve got these customers—now how do you keep them? How do you sell more to them? And why is this important?

The reason is simple: customer retention generates the highest return on investment of any marketing strategy. Selling to existing clients is easier, cheaper, and far more profitable than acquiring new ones.

Think about it: they already know you, like you, and trust your company. If you delivered a great experience, there's no reason they would go anywhere else—unless they forget about you. That’s why staying in touch is essential.

Let’s say your cost per lead is $45 or more through Google Ads. Compare that with $1–$3 to follow up with an existing customer through a text, postcard, or voicemail. That’s a no-brainer.

Daniel Dixon: Here’s how to retain customers:

1. Increase Frequency – Get clients to use your service more often. If they hire you once a year, can they hire you twice or more?

2. Upsell Services – Many customers only know you for the first service they bought. Tell them what else you do—pressure washing, roof cleaning, holiday lights, etc.

3. Stay Top of Mind – Most customers forget your business name a month later. Use automated marketing like texts, emails, and postcards to stay in front of them.

You can automate all of this using SendJim. We integrate with CRMs like Jobber, Housecall Pro, ServiceTitan, and anything connected via Zapier. For example, after a job is completed, SendJim can automatically send a thank-you postcard, then a reminder in three months, then a holiday message—all hands-free.

If you’re not marketing to your current customers, you’re leaving the most profitable sales on the table.

Check us out at https://www.sendjim.com. Hope this was helpful—keep working hard and crushing it.

Sid Graef: So after hearing that, it’s pretty easy to understand—selling to your existing clients is the most valuable sale you can make.

We’ve set up a 5-page action guide to walk you through building your retention plan. Download it at https://www.thehugeinsider.com.

We’ve also got more ways to help you level up your business. Visit the website for:

• Two free podcasts: The Huge Insider and The Huge Transformation Show

• A weekly newsletter with actionable insights

• Our Facebook community

And one I’m especially excited about—The Huge Convention, August 20–22 in Nashville. This is our last year in Nashville for a while. Prices go up June 1, so grab tickets now at https://thehugeconvention.com.

And for business owners over $1M in revenue, check out The Huge Mastermind. If you want time and money freedom, we teach the Freedom Operating System to help you build a business that runs without you. Learn more at https://www.thehugemastermind.com/interest.

That’s it for today. Please share the podcast, subscribe, and leave a review—it really helps us out.

I'm Sid Graef. This is The Huge Insider. Go take action and we’ll see you next week.

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