Stop Client Churn.Expand Your Revenue.
Modern Marketing Agencies Run on Base
Base is the intelligence layer that monitors client health, stops churn, and gives your team the roadmap to upsell.
The silent revenue leak
Your account managers are great — but even the best ones can only hold so many relationships in their heads. The signals that matter live in scattered meetings, Slack threads, and founder intuition.
It's not a people problem. It's a visibility problem.
Base is the layer your team has been missing — so nothing important hides until it's too late.
Agency overview
Portfolio health, expansion pipeline, and agency-wide impact—across all clients.
Most at risk
$1.24M/yr modeled at-risk book
- NRiskNorthwind LabsHealth 38 · $420K/yr
- HWatchHarbor CreativeHealth 52 · $186K/yr
- AWatchAtlas MediaHealth 61 · $312K/yr
- VHealthyVertex CommerceHealth 84 · $540K/yr
More revenue from clients you already have
Base connects the dots across your accounts — every feature ladders to retention, expansion, or the fees you can justify when clients finally see the work.
Why risk: meetings skew negative — pacing friction and thin recap owners — compounded by turnover and six weeks without real QBR follow-through.
Why watch: in-room chemistry that frays afterward; a recap (May 2) circled twice on who owns the nurture refresh — replies stayed vague while spend still clears.
Why healthy: constructive touchpoints lately — notes pin owners and dates — sponsors surfacing expansion without a nudge.
Catch churn months before it costs you
Client health surfaces accounts in risk and watch bands with scores and modeled book — before renewals become a debate.
Signals: spend up, CPL drifting, exec asking “what changed?” — package reporting + creative testing as one storyline.
Turn existing clients into new revenue
The upsell hub pairs each client with ranked expansion ideas — confidence, economics, and next steps in one workflow.
Northwind Labs
Same tabs your team uses — packaged cleanly for clients.
Make your work undeniable to clients
The client portal mirrors the tabbed workspace you rely on—dashboard through branding—with KPIs and qualitative pulse pulled into one branded shell.
Customize your client portal
Own the story when you charge premium
Customize the client portal workspace marks, accent color, and published brand assets — so when clients sign in, the experience reads as yours.
Make invisible work visible
Clients don't live in your planning tools. Between meetings, the portal is one clear storyline—momentum, rationale, what's next—so value is visible before the invoice is.
This is how agencies justify higher retainers.
When clients see the work every week, perceived value goes up — and so does your pricing power.
Client portal
Performance, marketing, and strategy — one branded portal between meetings.
Same tabs your team uses — clients start on Dashboard, then jump in where they need to.
4 meetings parsed · 2 asks for sharper next steps this week.
CPL goal <$42 · trial lift ~18% this quarter.
Expand into two verticals with proof, not decks. Tighten ICP to stop budget leaks.
North star: one claim, echoed from homepage to nurture.
Portfolio & revenue
Modeled book, expansion-ready revenue, and quick paths into the hubs your team uses every week.
One view of
revenue health
Base puts retention and expansion in the same picture — so you're not stitching it together from spreadsheets and Slack.
From reactive fire drills
to revenue you control
Base isn't another dashboard — it's how you keep and grow what you already earned, without waiting for finance to ring the alarm.
- Clients churn and it feels “random”
- Expansion lives in the founder’s head
- Strategy and wins buried in docs + Slack
- Renewals become a debate, not a default
- You see churn months earlier — with context to act
- Upsell and expansion surface inside the accounts you run
- Clients see the value every week in one place
- You walk into QBRs with proof, not promises