Client retention intelligence
Your whole client portfolio in red, amber & green.
Improve your retention rates by knowing who’s at risk, why and what to do next.
Workspace portfolio
Good afternoon, Conor.
Who needs your attention, why, and what to address next.
Clients to watch
Rapport ScoreLead quality is putting renewal at risk.
The client is waiting on the campaign update.
Next client meeting
Campaign review · 30 min
Latest alert
“We need better leads to justify renewing.”
Northstar · Yesterday’s callIllustrative dashboard · 100 fictional clients
How the picture comes together
Every conversation.
A clearer next step.
Capture the call. Understand the concern. Know what to follow up.
Recorded conversation
Northstar · Campaign review
Sarah Mitchell · Northstar MediaTranscript
What’s your sales team seeing from the latest campaign?
We’re getting enquiries, but they’re not the right fit. We need better leads to justify renewing.
Understood. I’ll send the quality breakdown today. Can we agree what a qualified lead looks like?
Conversation analysis
Understand how the conversation went.
Volume is up. Lead quality isn’t.
Share the breakdown and agree the qualification criteria before the next review.
Try in your next conversation
Ask Sarah what makes a lead valuable to the sales team, then reflect their criteria back before proposing a fix.
Filler words · 24
Example recording still and transcript · illustrative coaching scores, separate from the client’s Rapport Score
Inside the relationship
A complete view of every client relationship.
Calls, emails, actions and the next conversation — all connected. Explore Northstar’s example below.
Northstar Media ● Act now
Marketing & media · Account manager: Conor
Rapport Score
Relationship health
Renewal depends on better-quality leads.
The client is still engaged. Confidence and follow-through need attention.
Score breakdown
Alerts · 1
High · Client concernLead quality is putting renewal at risk.
“We need better leads to justify renewing.”
Sarah Mitchell · Campaign review · 27 Sep
Recent contact
Pending action items · 3
Today · Conor
Tomorrow · Conor
Interactive demo · fictional clients, conversations and scores
For managers, too
Know where your team needs you.
Proactively see who needs help, which accounts need attention and where your support can make the biggest difference to your team’s performance.
Explore Rapport for your teamYour team’s portfolio
Where support may help
Northstar’s renewal needs a recovery plan. Join Conor to agree the next steps.
Help Priya unblock outstanding deliverables before the next client reviews.
Review the quieter accounts with Marcus and agree where to reconnect.
Illustrative team · the same 100-client portfolio
Stronger client relationships start here