How do you measure client health?

We build a scoring model using signals you already have, communication frequency, NPS responses, product usage, support tickets, payment patterns. Each signal is weighted and the score tells you who needs attention right now.

What's a QBR and do we need one?

A Quarterly Business Review is a structured meeting with your client to review results, align on goals, and identify new opportunities. If you have clients worth more than a few thousand a year, yes, you need them.

Can this work for smaller accounts too?

Yes, we design different retention touchpoints for different account tiers. Your top clients get QBRs and dedicated check-ins. Smaller accounts get automated health monitoring and triggered outreach when scores drop.

How quickly does retention work show results?

You'll see early wins within the first month, at-risk accounts flagged, quick interventions made. Meaningful churn reduction and account growth typically show up within 2-3 months.

Do you handle the client outreach or train our team?

Both, depending on what you need. We can run the initial retention programme while training your team to take it over, or we can build the systems and frameworks and let your team run them from day one.

Service Pillar 08

Stop losing clients you already won.

Your easiest revenue is already in your database. We build the systems that keep your best clients from drifting away, and grow the accounts you've already won.

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See Our Process

You're chasing new logos while your best clients drift away.

Everyone obsesses over new business. Meanwhile, existing clients get neglected, renewals are assumed instead of earned, and upsell opportunities slip by because nobody's looking for them. By the time you notice a client is unhappy, they're already talking to your competitor.

No early warning system, you find out clients are unhappy when they leave, not before

Account management is reactive, check-ins only happen when there's a problem

No structured upsell or cross-sell process, revenue growth from existing clients is accidental

Client onboarding is inconsistent, some clients get a great experience, others don't

We build a client health scoring model based on engagement, satisfaction, and usage signals

We design structured QBR and check-in cadences that deepen relationships and surface opportunities

We create upsell and cross-sell playbooks tailored to your product and client segments

We optimise your onboarding process so new clients start strong and stay engaged from day one

How we turn clients into long-term revenue

We build retention systems that work without you thinking about them. Health scores that flag at-risk accounts before they churn. Structured check-ins that surface new opportunities. Upsell playbooks that grow accounts naturally. The goal isn't just keeping clients, it's making them worth more every year.

Diagnose

Audit & understand

Design

Build the playbook

Deploy

Execute with speed

Drive

Optimise & scale

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What's Included

Keep clients. Grow their accounts.

Client Health Scoring

A scoring model that flags at-risk accounts based on engagement, NPS, usage, and communication patterns, so you intervene before clients decide to leave.

NPS / CSAT Programme Setup

Structured feedback programmes that measure client satisfaction at key moments, and turn the insights into action, not just charts.

Upsell & Cross-Sell Strategy

Playbooks for growing existing accounts, identifying expansion opportunities, timing the conversation, and positioning the value naturally.

Quarterly Business Review Framework

Structured QBR templates and cadences that show clients the value you're delivering, and open the door to new opportunities every quarter.

Client Onboarding Optimisation

A consistent, impressive onboarding experience that sets expectations, builds confidence, and reduces early-stage churn.

Loyalty & Referral Programme Design

Structured programmes that reward your best clients for staying and for referring others, turning retention into acquisition.

Common Questions

Retention questions, answered.

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Other ways we help you grow.

Get crystal clear on who you're for and why they should care.

If your positioning is vague, every campaign you run is a coin flip. We help you get crystal clear on who you're for, why they should care, and how to take that message to market, so every euro you spend actually lands.

Learn more

Turn your network into a predictable source of warm introductions.

Your best clients know other businesses just like them, but most referrals happen by accident. We build the systems that make word-of-mouth predictable, trackable, and scalable.

Learn more

B2B lead generation that actually fills your pipeline.

Most businesses rely on referrals and hope for the best. We build a predictable outbound engine that puts your offer in front of the right decision-makers, every single week.

Learn more

Ready to keep your best clients and grow them?

Book a free discovery call. We'll review your current retention approach, identify at-risk accounts, and show you how to turn existing clients into your biggest growth lever.

Book a Discovery Call

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