Stop finding out clients left after they've already decided. ClientPulse tracks the behavioral signals that predict churn weeks in advance — email response patterns, meeting attendance, payment timing, deliverable satisfaction, communication sentiment — and surfaces at-risk relationships before they become cancellations. 80% of service churn is preventable with early intervention; the problem is visibility. ## What's included - **Composite Health Score (0-100)** — across 5 weighted dimensions: email engagement (20), meeting cadence (20), payment behavior (25), deliverable satisfaction (20), communication sentiment (15); Red/Yellow/Green status for instant priority - **8 Churn Signal Detection** — email silence, meeting avoidance, payment deterioration, scope reduction requests, champion departure, competitor mention, contract inquiries, stakeholder withdrawal; 3+ signals = automatic RED override - **Personalized Retention Playbooks** — tailored to root cause: financial pressure, value uncertainty, relationship friction, competitive threat, internal change; each includes situation analysis + primary strategy + ready-to-send email + 7-day action plan - **Portfolio Health Dashboard** — entire client roster in one session, sorted by urgency (RED first, ranked by MRR), total revenue at risk calculated, top 3 priorities highlighted - **Monthly Health Reports** — executive-ready summaries with trends, MRR at risk, monthly wins, expansion opportunities among healthy clients - **Revenue-First Framing** — every at-risk client presented with dollar value at stake (MRR at risk, LTV implications, replacement cost) — turns retention from relationship task into business priority ## Limitations - **Not a CRM** — pairs with HubSpot / Salesforce / Pipedrive / Copper; complements your existing CRM - **NOT win-back / lapsed-client recovery** — different tool (Customer Win-Back); this is pre-lapse prediction - **Signal quality depends on input** — you log the data points (meeting attendance, sentiment); agent doesn't auto-instrument - **Not a billing system** — surfaces payment deterioration patterns; doesn't process payments - **Single-firm scope** by default — multi-region agencies run per-region sessions ## Best fit Agencies, consultancies, MSPs, freelancers with retainer clients, accounting firms, law firms, and any service business that lives or dies by recurring revenue. Especially valuable for firms doing $1M-$20M ARR where saving 1-2 churn events/year is the difference between flat growth and 15-20% net-revenue growth. Pairs naturally with Customer Win-Back for the full retention + recovery lifecycle.
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