Playbook

Retention: keeping clients and proving your ROI, fixed in 30 days

Find the at-risk clients, prove the result in their numbers every month without being asked, and turn the best project into a retainer.

Three ways to run it: do it yourself with the free step-by-step playbook, let the agent run it, or have us run it for you. See the options

The retention playbook: 30 days, step by step

Get the step-by-step playbook

A PDF you can work from: every week broken into plain actions, how to do each one, and how you know it is done.

The problem

Clients leave when they cannot see the result, and reporting eats a day a month.

“How are you all handling client reporting without burning half a day every month?” source

What agencies already pay for

AgencyAnalytics: client reporting dashboards; $20 per client per month on annual billing. (source)

The gap

Dashboards show numbers. They do not tell the client what the work did for their revenue, and they do not turn wins into proof you can sell with.

The 30 days

Week 1
List every client by margin and risk; call the top three at-risk clients this week.
Week 2
Ship a monthly report that proves the result in the client's numbers, sent without being asked.
Week 3
Turn your best project relationship into a retainer conversation anchored to an ongoing outcome.
Week 4
Review churn drivers from the at-risk calls and fix the one delivery gap they had in common.

The numbers to track

At-risk clients: Clients flagged on your margin-and-risk list, week 1 vs week 4.
Monthly reports sent unasked: Count per month.
Projects converted to retainers: Count per quarter.

Go deeper

Three ways to get it done

The Case Study Agent is the agent for this playbook. Drafts case studies from delivery wins, into your approval queue. Working alongside it: Referral Agent.

Do it yourselfFree
The step-by-step playbook: what to do each week, in plain words, and how to know each step is done.
Download the playbook
Let the agent run itFounding cohort
The agent for this playbook drafts the work into an approval queue you control. We are proving it with a small group of agencies first.
Apply for the founding cohort
Have us run it for you$2,500 setup, then $297 a month
We set the playbook up in accounts you own, against acceptance tests you sign, then run it and report the numbers every month.
Have us run it

The 30 days

Week 1

List every client by margin and risk; call the top three at-risk clients this week.

Week 2

Ship a monthly report that proves the result in the client's numbers, sent without being asked.

Week 3

Turn your best project relationship into a retainer conversation anchored to an ongoing outcome.

Week 4

Review churn drivers from the at-risk calls and fix the one delivery gap they had in common.

Three ways to get it done

The Case Study Agent is the agent for this playbook. Drafts case studies from delivery wins, into your approval queue. Working alongside it: Referral Agent.

Do it yourselfFree

The step-by-step playbook: what to do each week, in plain words, and how to know each step is done.

Download the playbook

Let the agent run itFounding cohort

The agent for this playbook drafts the work into an approval queue you control. We are proving it with a small group of agencies first.

Apply for the founding cohort

Have us run it for you$2,500 setup, then $297 a month

We set the playbook up in accounts you own, against acceptance tests you sign, then run it and report the numbers every month.

Have us run it