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on-demand webinar

Applied Epic Retention Report:
Transforming Data into Action

Presenters: Jenny Honican and Lauren Roberts

Recorded on October 17, 2024

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Harness the Power of Applied Epic's Retention Report for Better Agency Insights

Did you know that it takes more resources to attract new clients than it does to retain your existing client base? That’s why it is vital to keep a pulse on your agency’s retention rate. And with Applied Epic’s Retention Report, you have just the tool you need to measure how well your agency is maintaining your client base!  

Learn how to harness the full power of the Retention Report by watching our complimentary webinar, Applied Epic Retention Report: Transforming Data into Action. Lauren Roberts and Jenny Honican will conduct an expert-guided tour of this report and key items to keep in mind when running it. Watching this webinar will give you insights into how to: 

  • Discover different ways to measure your agency’s retention.
  • Navigate your way through the key criterion of Applied Epic’s Retention Report. 
  • Identify data and statuses impacting your Retention Report–and how to clean them up.
  • Customize the layout to suit your agency’s needs.

View Recording

Meet Your Presenters!

Jenny Honican, KiteTech Agency Consultant

Jenny Honican
Agency Consultant

lauren tripp

Lauren Roberts
Director of Agency Consulting

About KiteTech

adam atwell

Adam Atwell

Cloud solutions architect

Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.