Everything a service business needs to onboard a new client in five business days — without chaos.
$129$79
Details
Client Retention System
Churn-tracking, renewal sequencing, and win-back outreach — so good clients stay longer.
$84$54
One-time payment · lifetime licence
Acquiring a client costs several times more than keeping one, and most small businesses have no idea which clients are quietly getting ready to leave.
This system puts a health score on every account, sequences renewals before they lapse, and gives you the outreach messages that actually recover a churned client.
What you get
- XLSX Health score and renewal tracker 15 KB
- MD Notion retention workspace 6 KB
- DOCX QBR meeting agenda + report template 38 KB
How it works in practice
- Health score, not gut feel — nine weighted signals per account.
- Renewals start early, when you can still do something about them.
- Win-back messages tested across three failure reasons.
Details
| Structure | Notion workspace, 2 workbooks, 3 documents |
|---|---|
| Cadence | Monthly health review, quarterly QBR |
| Tracked signals | 9 per account |
| Setup time | About 20 minutes |
| Skill level | No technical knowledge required |
| Updates | Included for 12 months |
Questions about this product
How many clients do I need for this to matter?
It pays off from about ten active clients. Below that, most owners simply remember everyone, and the tracking becomes redundant.
What is a QBR?
Quarterly Business Review — a structured meeting where you review results with the client. It is the single strongest retention lever for B2B service firms.
Can I use it for monthly retainer clients?
Yes — shorten the sequence to 30/60/90 from the renewal anniversary rather than the contract start.
Prefer to ask first
Check it is the right fit
Tell us how you work and we will confirm this solves your problem — or tell you honestly that it does not.
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