[Perspective Series] Secrets to Retention and Revenue Boosting With Joseph Loria

Joseph Loria is the Founder and CEO of RetentionCX, a company dedicated to helping businesses boost revenue retention through structured customer experience strategies. With over 20 years of senior leadership experience, he has led customer-facing teams across high-growth companies backed by venture capital, private equity, and bootstrapped models. Known for designing a proprietary framework that ensures customer value realization, Joseph has played a pivotal role in driving 10x exits and long-term client success. His background as a chemical engineer and project manager in the medical device industry brings a disciplined, results-driven approach to the world of SaaS and CX.

In this episode…

Customer retention is critical to business growth, yet many companies struggle to demonstrate value to their clients post-sale. Often, organizations assume customer success will follow once a product is implemented — overlooking the clients' complex, layered needs. How can businesses ensure that their solutions get adopted and lead to long-term customer loyalty and measurable business impact?

Seasoned customer experience strategist Joseph Loria shares a proven framework for ensuring customer value attainment. He emphasizes the importance of understanding the multi-dimensional environment in which customers operate, including each organization's varying goals and roles. Outlining nine essential factors contributing to successful customer relationships, he offers actionable tactics, such as using Likert scale assessments for proactive health scoring and mapping strategic relationships with stakeholders. Joseph argues that businesses can build trust, predict risk, and organically grow customer accounts over time by focusing on measurable outcomes and not overselling early on.

In this episode of The Customer Wins, Rich Walker interviews Joseph Loria, Founder and CEO of RetentionCX, about building value-driven customer relationships. Joseph explains how to prevent churn by mapping stakeholder goals, the significance of a post-sale strategy, and the importance of aligning pricing with perceived value. He also discusses measuring subjective client outcomes, managing growth beyond early adopters, and selling through customer experience rather than pressure.