Stop Client Churn.Expand Your Revenue.
Keep more. Earn more. Charge more. Do more.
Growing Marketing Agencies Run on Base
Base helps agencies keep more clients, grow existing accounts, prove their value, and save time across delivery.
Limited monthly capacity by design.
The silent revenue leak
Your account managers and leadership are great, but even the best people can only hold so many relationships in their heads. At smaller agencies that is often the founder; at larger ones, the account manager. The signals that matter live in scattered meetings, Slack threads, and intuition, not one shared view.
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.
Explore all features →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 (Jul 3) 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.
Learn more →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.
Learn more →Northwind Labs
Same tabs your team uses, packaged so clients see the work between meetings.
Make invisible work visible
Clients only see deliverables, not the effort behind them. Custom domain, client tasks, auto notify, and content review show the work so renewals stick.
Learn more →Mar 12 call: launch “mid-April.” Apr 2 email: “pushing to May.” Client thread cites April date.
Gmail · “Approved v3 creative direction” · Apr 8
Meeting · QBR monthly until expansion review
Catch contradictions before clients do
Throughline extracts claims from email and meetings, and flags when your team said different things to the same client.
Learn more →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. 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 in 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 founders' and account managers' heads
- 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