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19d • General Discussion 💬
Build #33 client performance and retention
Just built a Client Retention & Performance Intelligence Agent — this one feels like having a full-time account manager running in the background.
Here’s what it does every week:
1.Pulls client data from your API
Names, emails, account age, activity, etc.
2. Pulls automation metrics
Usage %, ROI, engagement, time saved, support tickets, workflow count.
3. Calculates a retention score (0–100)
Using weighted factors:
– automation usage
– engagement
– ROI
– support load
– activity
4. Flags at-risk clients
If score < 60 → “High Risk”
Instantly prepares targeted recommendations.
5.Generates a full weekly report with AI
Client-specific insights, ROI breakdown, risks, opportunities, next steps.
6. Emails the report to each client
Professional, clean HTML email.
7. Sends a Slack summary to your team
So everyone knows which clients need attention.
8. Updates your Google Sheet tracker
Latest metrics + retention score logged automatically.
This is literally a client success department compressed into one workflow.
Once you set it → it runs forever.
Any suggestions to make it better??
How much ROI it can produce for you ?
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26 comments
Build #33 client performance and retention
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