Client Retention Intelligence for agencies
A constant, rolling view of every client relationship, so you always know who needs you before they've decided to leave.
30-day trial · No credit card · Connects in minutes
See it in action
Your whole client retention portfolio, in one place.
rapportstudio · client risk
Northwind Trading
Healthy▍
Harbor & Lane
Coastline Media
Bright & Co
Live preview of the risk board. Use the switch in the corner to see it in dark mode.
Evidence, not vibes
Three things a gut feeling can never be.
Continuous
Not a quarterly check-in. Not a QBR where someone scrambles to remember the last three months. Every call, every email, scored the moment it happens.
Evidence-based
Not a summary someone wrote from memory two days later. The actual quote, the actual reply time, the actual sentence the client used.
Unbiased
An account manager's own optimism, or fear, colors how they read their own book. A system doesn't play favorites, and doesn't assume silence means everything's fine.
Client Risk
Every client's health, with the receipts.
Open any account and see exactly where it stands and why, rapport over time, the plain-English verdict, and the real email or call behind it.
- Red / Amber / Green, with the trend
- The exact quote that flagged the risk
- Reply time, cadence, last contact
rapportstudio · client detail
Northwind Trading
46
rapport
Why this status
Something shifted after the Jun 26 email. Rapport has fallen every week since and the client has gone quiet for 19 days, well past their usual cadence. This needs senior attention, not just an AM follow-up.
“…we’re reviewing our options for next quarter” · email, Tue 14:02
Cooler tone on the last two calls · fewer questions asked · Jun 12, Jun 5
4.2 days
None booked
19 days ago
Analytics
The same calls coach your account managers.
Every client call is scored for the habits that build rapport, talk/listen balance, filler words, pace and clarity, so the team gets sharper, not just watched.
- Overall score, trending over time
- Talk/listen, filler words, clarity, pace
- Private to the AM, rolls up to leads
rapportstudio · analytics
Performance
30-day rolling coaching metrics
Strong. Keep leaning into curiosity.
88/100
Clarity score
Steady
Speaking pace
“so”
Top filler word
24
Sessions this period
79
Avg rapport / call
4.2
Avg fillers / call
Talk / listen
52%
Target: 40-60%
Longest monologue
48 sec
Target: < 90 sec
Longest pause
3 sec
Target: < 5 sec
Speaking pace
138 wpm
Target: 120-150
Training
Rehearse the conversations that keep clients.
Practice the renewal, the price pushback, the “we're thinking of leaving”, against an AI client that pushes back like the real thing, with instant feedback.
- Retention-specific scenarios
- Live roleplay with an AI client
- Scored on tone, empathy and clarity
rapportstudio · training
AI client
“I’ll be direct, we’re thinking about ending the retainer.”
You
“That’s fair. Before we talk renewal, let’s look at what’s actually landed since January.”
8.5
Tone
9.0
Empathy
7.8
Clarity
Three steps to better retention.
Integrate with your existing tools
Gmail, Calendar, Zoom, Meet, and Teams. Connects in 3 minutes. Zero changes to how your team already works.
Automatically track every client interaction
Rapport, reply latency, cadence, risk language. 100% of calls and emails read and scored, each client carrying a living Red, Amber, or Green status.
Know before they've decided to leave
The moment something needs attention, the account manager and their lead are told exactly why, on average 21 days before a client would have said it out loud.
Relationship intel, risk forecasting, and AM coaching.
One system for the whole retention picture. Every call and email scored across rapport and engagement, a live Red, Amber, or Green on every account, and the coaching that keeps your account managers sharp. Built for agencies.
The risk board
Every client, sorted by who needs you today. Red means act now, and it is never a black box.
Evidence, not vibes
Every status comes with the receipts: the quote from the call, the sentence from the email, the reply that never came.
Briefs before every call
Walk in knowing the history, the open wounds, and the plan. Generated from your own calls and emails, not a CRM form.
Alerts that reach you
A client turning red emails the AM and their manager within minutes. A weekly digest keeps the whole book honest.
Silence is a signal
Reply times stretching. Meetings not being booked. Rapport Studio reads the quiet as fluently as the words.
And it coaches your AMs, too
The same calls power communication coaching, filler words, pace, confidence, so the relationship gets better, not just watched.
One saved client pays for it. Everything after is margin.
Revenue kept per year
$96,000
Catching 2 clients before the cancellation email, at $4,000/month, is revenue that never has to be re-sold.
Questions agencies ask us.
What is Client Retention Intelligence?
It's the category Rapport Studio is built for: automatically capturing every client call and email, scoring the health of each relationship across rapport and engagement, and telling account managers and their leads exactly where to focus, before a client has to say a word. Your CRM stores what someone remembered to log; Client Retention Intelligence reads what actually happened.
How does Rapport Studio read my client emails?
Through a read-only Gmail connection. Emails are matched to clients automatically by domain, scored for tone, latency and risk language, and never sent, moved or modified. Disconnect any time.
Which calls does it join?
Any client meeting on your connected calendar, Zoom and Google Meet. A notetaker joins, transcribes, and scores the conversation. You control which meetings are in scope.
What happens when a client turns red?
The account manager and their lead are emailed within minutes, with the evidence attached: the quote, the email, the trend. Each alert includes an AI action plan for winning the account back.
Do my account managers have to change how they work?
No. There is nothing to log, tag or update. Rapport Studio reads the work that already happens, calls and email, and the risk board writes itself.
Is my client data used to train AI models?
No. Your transcripts and emails are processed to score your relationships and are never used to train models. Data is encrypted in transit and at rest.
How long does setup take?
About three minutes: connect your calendar, connect your inbox, invite your team. The first risk signals appear within the hour; scores get sharper over the first two weeks.
Not glimpses. A heartbeat, for every client relationship your team has.
Connect your calendar and inbox. Rapport Studio starts tracking rapport within the hour.