Your client calls and emails are telling you which accounts are at risk. Nobody’s listening.
Client sentiment, renewal signals, and QBR intelligence — pulled from your account calls and CRM and surfaced to your team automatically. Configured to how your agency works, not a generic dashboard you adapt to.
Whether you’re tracking retainer health or prepping renewals.- QBR prep generated from call recordings automatically
- At-risk account flags before clients start shopping
- Open-item follow-up tracked across every client call
Your account notes show what happened. Not what’s coming.
The signals are in your client calls and emails. Nothing’s running to surface them before a retainer is already at risk.
“Great call, client seems happy.”
Client asked about scope three times, referenced a competitor agency, response time up 3 days since last month.
6 hours building the deck manually, pulling from three platforms.
Key themes from last quarter’s calls extracted automatically. QBR draft ready before you open a slide.
8 active clients, all renewing in the next 90 days.
2 accounts cooling — email engagement down, calls declining. Both renewals are 45 days out. Action window is closing.
Audit. Build. Run.
Three phases. You see value in the first one.
We analyze your account calls and show you what you’re missing
We take 20–30 of your recorded client calls and your CRM data, process them, and deliver a report: accounts showing cooling signals, open items that never got followed up, and QBR themes your team hasn’t noticed.
We configure the system on your stack
We connect your call recordings and CRM, configure account health logic, engagement tracking, and QBR generation, and set up Slack and email delivery. Account managers get client health signals automatically.
Intelligence delivered every week, automatically
The system processes new calls and CRM data weekly. Account directors get renewal risk flags. Managers get at-risk account summaries. We maintain the system and meet monthly to review what’s working.
Audit engagements typically start at $3–5K. Build and run pricing scoped on the discovery call. For context: off-the-shelf platforms run $100–150/user/month with an annual lock-in. Our engagements typically cost less for a 10–20 person team — and you own the system.
Who we work with.
Accountable to retention
You need to know which accounts are at risk before the renewal conversation — not after a client has already started looking at other agencies.
Too many accounts, not enough signal
You manage 8–12 retainers and can only watch the ones making noise. The quiet ones are the ones that leave.
Revenue depends on retention
You know the relationship is the product. You need visibility into how client relationships are actually going — not just what account managers report.
Expansion starts with the current book
The easiest new revenue is from satisfied clients. You need signals on which accounts are ready to expand and which need attention first.
Book a discovery call.
We’ll map out what your client data is hiding and what we’d build. 30 minutes. No commitment.
We analyze your actual client calls and CRM — you see which accounts are quietly at risk. Low commitment, high signal.
The audit is self-contained. If it doesn’t surface something useful, you walk away with the report and owe nothing else.