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.
Free 3-minute audit, no credit card. Works alongside your delivery stack.
Acme account · This week
Consulting · Drifting
- the sponsor who hired you changing roles or going quiet
- Promise overdue: revised plan
- Sponsor missed last 2 calls
- Save play suggested
- Check-in not sent
Otto: Matches 6 accounts you lost. Drafted a check-in, ready to send.
The quiet exit
How firms like yours lose clients they could have kept
- The account was marked green on Friday. The sponsor sent a delegate to the last two check-ins, feedback on the deliverables shrank from a paragraph to 'looks fine,' the replies that came in hours now take days, and no renewal conversation was open. You assumed the work was going well so the relationship was solid, and got blindsided.
- The 'we'll get you the revised model by Friday' a principal said on a call lives in nobody's task list, just a Slack thread. It slips, the client notices before you do, and small misses compound. That's how green accounts churn: not one disaster, a dozen quiet ones nobody was tracking across every engagement.
The work's going well, so you assume the account is safe. Then the sponsor who hired you changes roles, feedback on the deliverables thins to 'looks fine,' the renewal nobody raised comes up, and you're blindsided. Renewals are most of your revenue, and they're lost to silence, not a bad review.
The retention lift that can raise profit 25 to 95% (Bain)
How much more existing clients spend than new ones
What winning a new client costs versus keeping one
Catch it, with the tools you already run
AutoStack reads what is already in your consulting stack and turns it into one weekly risk brief. Nothing new to log into.
- 01
Promise ledger
Every commitment you made, tracked from call, email, and CRM.
- 02
Win-loss radar
Each live account matched to the ones you won and the ones you lost.
- 03
Company brain
What your firm did to save an account like this, last time.
Connected sources
Reading- HubSpot
- Salesforce
- Slack
- Zoom
- Notion
Acme Corp flagged: risk Medium → High
Connects to the tools consulting firms run on
FAQ
Consulting client retention, answered
Consulting client retention is how a firm keeps and renews the engagements it already won. The hard part is that erosion is quiet: a deliverable slips, the sponsor who hired you moves on, feedback thins, and the renewal conversation never gets raised in time, so a 'green' account churns out of nowhere. AutoStack is client relationship intelligence built for that problem. It connects to your calls, email, CRM notes, and project tools, then runs on three pillars: a promise ledger that tracks every commitment your team made, a win-loss radar that matches each live engagement to the accounts your firm already lost, and a company brain that recalls what saved or expanded past accounts. It hands you a weekly relationship risk brief a partner acts on in minutes, while there's still time to turn it.
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.
Otto
Activity · Today
Otto logged 4 new promises from Northwind Co.'s call.
Promise ledger· 2mOtto drafted a check-in for an account going quiet.
Next move· 5mReady to sendOtto flagged Vela Group: sponsor quiet, risk rising.
Risk radar· 1hHigh riskOtto matched Atlas Studio to 3 accounts you lost.
Pattern match· 3hReview
Acme Corp just moved to High risk
Sponsor went quiet · 2 promises overdue
Stop losing consulting clients you could have saved
Run the 3-minute audit and we'll show you which client relationships are slipping right now.