How do I know if a client is about to leave?

Usually it's the quiet that gives it away, not a complaint. Replies that used to be three paragraphs come back as one line. The sponsor who championed you stops showing up to calls. A promise slips, then another. None of it screams 'we're leaving,' so it's easy to wave off as 'they're just busy.' AutoStack watches those signals across your email, calls, and CRM and tells you when an account starts to look like the ones you already lost, while there's still time to do something about it.

Why do clients leave without warning?

They almost never do. The warning was there for weeks, it just wasn't anywhere you were looking. The decision builds quietly, then shows up as a finished email ('we've decided to take this in-house'), and by the time you read it there's nothing left to fix. AutoStack surfaces the drift early, so the cancellation isn't the first time you hear about it.

Can software actually predict client churn?

It can't read minds, but it can read patterns. The accounts you lose tend to slip the same way: shrinking replies, a quiet sponsor, overdue promises, a renewal nobody raised. One of those alone is noise. Two or three together is a signal, and it usually shows up months before the renewal. AutoStack catches that combination and flags the account while you can still act.

How is this different from my CRM?

Your CRM tracks deal stages and fields. It doesn't notice that a client's replies got shorter, that their champion left, or that you owe them something you promised three weeks ago. That's relationship health, and it doesn't live in pipeline data. AutoStack reads the messy stuff your CRM ignores and turns it into a weekly risk brief. It sits on top of your CRM, it doesn't replace it.

What does AutoStack actually do?

Three things. It keeps a running ledger of every promise you've made to a client, so nothing gets dropped. It compares your live accounts to the ones you've already lost and warns you when one starts to match. And it remembers what your firm did to save a similar account last time, so the next move is already in front of you. You get it as one short weekly brief, not another dashboard to check.

Who is AutoStack for?

Service firms whose revenue lives in a book of ongoing client relationships: marketing, creative, and PR agencies, web and dev studios, accounting and bookkeeping firms, consultancies and fractional teams, MSPs, law firms, insurance agencies, and property managers.

Do I have to move my team into another tool?

No, and you shouldn't have to. AutoStack reads from the email, calls, CRM, and project tools your team already uses, and hands back risk and next steps. Nobody logs into a new place or changes how they work. That is the whole point.

How do you prevent client churn?

You catch it early and you act on it. Most churn is quiet, so the firms that prevent it watch for the drift (shrinking replies, a quiet sponsor, an overdue promise) instead of waiting for a complaint, and they reach out before the client has to. AutoStack does the watching across your whole book and hands you a weekly list of who's slipping and what to do, so prevention stops depending on someone happening to notice.

How far in advance can AutoStack catch an at-risk client?

Operators who study their own losses say the warning window is usually around 90 days, sometimes longer. The signals show up months before the cancellation, they're just scattered across email, calls, and your CRM where no one looks at them together. AutoStack reads them as they happen and flags the account while a phone call can still turn it.

Client relationship intelligence for service firms

One of your best clients is slipping away right now.

You can't see it yet. AutoStack can. It reads the promises and warning signs across your email, calls, and CRM, flags the accounts about to slip, and shows you what saved the last one.

app.autostack.ca/radar

Weekly risk brief

1 account needs attention

High risk

Acme Corp

Retainer · $8k/mo · renews in 41 days

MediumHigh

Why it's slipping

2 promises slipped past their due date
Sponsor went quiet, no reply in 12 days
Pricing pushback resurfaced on the last call

This looks like 6 accounts you lost before they froze expansion.

See your own firm's risk brief

Otto

Relationship-risk analyst

Online

Message Otto…

Free client relationship risk audit. No credit card required.

Clients do not leave loudly, they go quiet firstRetaining 5% more clients can raise profit 25 to 95% (Bain)Winning a new client costs about 5x more than keeping oneEvery client promise tracked, from call to email to CRMMatches at-risk accounts to the ones you already lostRecalls what worked the last time an account looked like thisA weekly relationship risk brief you can act on in minutesWorks alongside your CRM, email, meetings, and SlackBuilt for agencies, consultancies, accounting, law, MSPs & moreFree client relationship risk audit, no credit card required

By the time they tell you, they have already decided.

The work was never the problem. The silence was.

The retention lift that can raise profit 25 to 95% (Bain & Company)

How much more existing clients spend than new ones

What winning a new client costs versus keeping one

Safety net

It never forgets a promise

Someone promised the client a revised plan by Friday. It was said on a call, never written down, and Friday came and went. That is how trust dies, one forgotten promise at a time. AutoStack catches every commitment across email, calls, notes, and CRM, flags it the second it starts to slip, and drafts the update for you.

Pulled automatically from calls, email, CRM, and tasks
Flagged the moment a commitment slips past its date
Otto drafts the update before the client notices

app.autostack.ca/sources

Connected sources

Reading from your stack

2/4

CRM (HubSpot)
Admin access granted
Granted
Email & calendar
Admin access granted
Granted
Meeting notes
Checking permission level
Verifying
Slack
Awaiting client approval
Requested

Win-loss radar

It learns why you win and why you lose

AutoStack studies the accounts you kept and the ones you lost, then watches your live book for both patterns. It warns you when a client starts to look like one you lost, and it flags the moves that came before the accounts you won and grew. The same radar that catches the drift shows you what winning looked like, from your own history.

Learns from your wins and your losses, not just churn
Warns when a live account matches one you lost
Surfaces the patterns behind the accounts you won

app.autostack.ca/radar

Acme account · This week

Risk radar · Drifting

2 blockers

Account risk60%

Reply time up 3x in 2 weeks
Sponsor missed last 2 calls
Promise overdue: revised plan
QBR not scheduled
Renewal 60 days out

Otto: Matches 6 accounts you lost. Drafted a check-in, ready to send.

Company brain

Your firm's entire history, finally askable

Two years ago someone on your team handled this exact situation brilliantly. You will redo it from scratch, because they left or they forgot. Company Brain turns everything your firm has ever done into a memory you can ask, right inside the AI tools your team already uses. Ask in Claude or ChatGPT what you did last time, and get an answer grounded in your own work, not the internet.

Answers from your firm's own history, not the internet
Plugs into Claude, ChatGPT, and the tools you already use
Turns one person's hard-won judgment into the whole firm's

app.autostack.ca/pipeline

Accounts at risk

4 in progress

Northwind Co.

Watch

Atlas Studio

Healthy

Vela Group

At risk

Brightline

Watch

See which relationships are slipping.

Run a risk audit

How it works

Relationship intelligence that runs in the background

Connect your stack once, and AutoStack watches every account for you. Otto surfaces the risks and the saves.

Connect your stack

Link your CRM, email, meetings, and Slack in minutes. AutoStack reads what is already there. No new place for your team to work.

AutoStack builds the ledger and the radar

Every promise gets logged, every account gets watched, and each one is scored against the relationships you have lost before.

Get a weekly risk brief

Otto hands you a short list each week: who is slipping, why, and what worked last time. Act in minutes, not after the cancellation.

Meet Otto

Your AI relationship-risk analyst

Otto reads the calls, email, and notes your team already creates, keeps the promise ledger current, watches every account for drift, and drafts the weekly risk brief, so your team spends its time saving relationships, not hunting for them.

Assistive & reviewable. Otto recommends, you decide. Never autonomous.

app.autostack.ca/otto

Otto

Activity · Today

Live

Otto logged 4 new promises from Northwind Co.'s call.
Promise ledger· 2m
Otto drafted a check-in for an account going quiet.
Next move· 5mReady to send
Otto flagged Vela Group: sponsor quiet, risk rising.
Risk radar· 1hHigh risk
Otto matched Atlas Studio to 3 accounts you lost.
Pattern match· 3hReview

Who it's for

Built for firms whose revenue lives in relationships

If a handful of important client relationships make or break your year, AutoStack is for you. Same engine, tuned to how your firm works.

Type your industry to see if AutoStack fits.

Marketing & ad agencies

The client you lose this quarter has already gone quiet.

AutoStack reads your agency's email, calls, and CRM, then flags the accounts going quiet before the cancellation email, in one weekly risk brief.

Explore

Web design & dev agencies

You won the build. Then the retainer started going quiet.

AutoStack reads your studio's PM tool, email, and calls, and flags the builds and care-plan clients drifting toward churn, in one weekly risk brief.

Explore

Accounting & bookkeeping firms

The client you lose this year stopped calling months ago.

AutoStack reads your firm's email, calls, and practice tools, and flags the clients quietly drifting toward the door, in one weekly risk brief.

Explore

Consulting, fractional & RevOps

The account you lose was green on Friday.

AutoStack reads your firm's calls, email, and CRM, and flags the engagements slipping toward non-renewal before the sponsor goes quiet, in one weekly risk brief.

Explore

MSPs & IT services

The client who's leaving stops complaining first.

AutoStack reads your PSA, email, and QBR notes, and flags the accounts going silent before the renewal does, in one weekly risk brief.

Explore

Law firms

The reason clients leave isn't your legal work. It's silence.

AutoStack reads your email, calls, and matter notes in Clio, MyCase, or Filevine, and flags the clients going quiet before they leave, in one weekly risk brief. It tracks promises and communication, not legal advice.

Explore

Property management

Doors don't leave loudly. They go quiet first.

AutoStack reads AppFolio or Buildium, your email, and your calls, and flags the owners drifting before the cancellation, in one weekly owner-risk brief.

Explore

Creative, PR & design studios

The retainer didn't die over the creative. It died over a 'we'll send it Friday.'

AutoStack reads your studio's project tool, email, and calls, and flags the retainers going cold before they're cut, in one weekly risk brief.

Explore

Insurance agencies

Friendly at renewal, invisible in between. That's how a profitable account walks.

AutoStack reads your AMS, inbox, and calls, and flags the accounts at risk before renewal, across your whole book, in one weekly risk brief.

Explore

Works alongside the tools you already run

AutoStack reads what's already in your CRM, email, calls, and project tools. It adds a memory and risk layer on top, and replaces nothing.

HubSpotPipedriveAsanaClickUpGoogle CalendarOutlookSlackDocuSignGoogle AdsMeta BusinessStripeQuickBooks

Frequently asked questions

Acme Corp just moved to High risk

Sponsor went quiet · 2 promises overdue

Act now

Stop losing clients you could have saved.

See how AutoStack catches the quiet drift in your client relationships, and shows you what to do about it, weeks before the cancellation.

Run a risk audit

One of your best clients is slipping away right now.

What is client relationship intelligence?

By the time they tell you, they have already decided.

It never forgets a promise

It learns why you win and why you lose

Your firm's entire history, finally askable

Relationship intelligence that runs in the background

Connect your stack

AutoStack builds the ledger and the radar

Get a weekly risk brief

Your AI relationship-risk analyst

Built for firms whose revenue lives in relationships

Marketing & ad agencies

Web design & dev agencies

Accounting & bookkeeping firms

Consulting, fractional & RevOps

MSPs & IT services

Law firms

Property management

Creative, PR & design studios

Insurance agencies

Works alongside the tools you already run

Frequently asked questions

Stop losing clients you could have saved.