Client Health
See churn risk months before renewals
Client Health ranks every account with risk, watch, and healthy bands — scored from meetings, comms, delivery, and revenue signals so your team acts before renewals become a debate.
Meetings skew negative — pacing friction and thin recap owners — compounded by six weeks without QBR follow-through.
In-room chemistry frays afterward; recap (Jun 7) circled twice on nurture refresh ownership.
Constructive touchpoints — notes pin owners and dates — sponsors surfacing expansion without a nudge.
The problem
Agencies lose retainers when warning signs live in Slack threads, stale CRM fields, and vibes — not a shared view of who's actually slipping.
How Base helps
Base synthesizes signals across your connected stack into health scores and plain-English rationales. Risk accounts surface first with modeled book impact so leaders prioritize the right saves.
How it works
Connect client data
Wire CRM, billing, ads, and comms from Data sources — Base ingests what you already track.
Review the portfolio
Open Client Health to see bands, scores, and why each account landed where it did.
Act before renewal
Pair at-risk accounts with operations context and upsell plays while there's still runway.
Integrations involved
FAQ
What signals drive a health score?+
Meeting sentiment and follow-through, email responsiveness, delivery milestones, ad performance drift, billing patterns, and CRM activity — weighted per client based on what's connected.
Can I override or annotate a band?+
Your team owns the relationship. Scores are guidance; analysts can dig into source signals and add context in the workspace before QBRs or exec calls.
Keep exploring our features
Every module in Base ladders to retention, expansion, growth, or revenue across your agency book.
Retention · Keep clients before renewals slip
Expansion · Grow revenue from existing accounts
Growth · Performance and strategy that compounds
Revenue · Portfolio-wide intelligence