Client Engagement Accelerator

Description

Positioning — Lifecycle engine for predictable client retention, upsell, and referral flywheels.
Best for — Consulting teams, account managers, PR/client service leads, boutique agencies.
What’s inside — Lifecycle maps (pre-sale→renewal), automation kits (email/cadence scripts, QBR/EBR templates), Voice‑of‑Client assets (CSAT/CES/NPS, interview scripts),
analytics (health score model, churn early-warning indicators, referral predictor), enablement (call outlines, objection handling, stakeholder influence ladder).
Outcomes — Higher renewal rate and NDR, shorter time-to-value, structured upsell motions based on proven triggers.
90-day rollout — 1) Instrument health score 2) Automate onboarding + first-value milestone 3) Standardize EBR/QBR cadence 4) Launch VoC & close-the-loop 5) Add expansion plays.
Tech/Compatibility — Exports to HubSpot, Pipedrive, Salesforce; email sequences for Gmail/Outlook; Sheets/Notion trackers.
Differentiator — Combines human-centric scripts with a quantitative health model and renewal/expansion triggers.