Keep · Retention & Growth

Account Retention Strategy

Health scoring, onboarding and account plans that keep your best clients from quietly drifting away.

Smiling account manager on a phone call at a laptop
Overview

Winning a client is expensive; losing one is worse. We help you spot risk early and build the routines that keep clients engaged, from the first 90 days to every renewal.

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Who it’s for

  • Subscription and recurring-revenue businesses
  • Agencies and service firms with retainer clients
  • Companies where a few large accounts drive most revenue
What’s included

How we approach it

Retention audit

A review of churn, contraction and client feedback to find where and why clients leave.

Client health scoring

Simple signals that show which accounts are at risk before it’s too late.

Onboarding programme

A structured first-90-days plan that gets new clients to value quickly.

Account plans

Plans and regular business review templates for your key accounts.

You receive

Deliverables you keep

Everything is yours to reuse after the project ends.

Retention audit reportHealth score modelOnboarding and account plan playbooks
Start a conversation

Got a bid due, or a client at risk?

Tell us what’s in front of you. We’ll come back within one to two business days with honest advice and a clear next step.

Team collaborating around a laptop