Free Free Checklist
The Client Retention Automation Checklist
The 18 automated touchpoints that keep agency clients renewing — and the 5 warning signs to catch before they churn.
What you'll discover inside:
- Phase 1 — 5 onboarding automations (days 1–30) that clients need to feel confident they made the right decision, starting with a day-1 welcome that goes out without a human touching it
- Phase 2 — 5 month-to-month retention triggers including win notifications, milestone celebrations, and the NPS trigger that routes detractors to account leadership within 24 hours
- Phase 3 — The 5 churn warning signs and the specific automated and human responses for each — including what to do when a decision-maker leaves the client company
- The retention economics case: how to calculate the true value of a retained client vs. a replacement client — and what that means for how much to invest in retention automation