For 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.

Free 3-minute audit, no credit card. Works alongside your project tool.

app.autostack.ca/radar

Acme account · This week

Creative · Drifting

2 blockers
Account risk60%
  • approvals stretching from 2 days to 10
  • 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.

Never trained on your dataEncrypted, least-privilege accessSOC 2 readiness in progressSits on top, replaces nothing

The quiet exit

How firms like yours lose clients they could have kept

  • The creative was never the issue. Industry data puts proactive-guidance gaps and poor communication far ahead of price, which lands sixth. Clients leave because the value went unspoken and a promise you made in a revision thread quietly slipped, not because the work was bad.
  • Disengagement shows up about six weeks before the client leaves, and you usually catch it at the cancellation email. Approvals that took two days take ten, the decision-maker sends a junior to the call, the talk shifts from retainer to 'just project work for now.' All visible, all the time, all read as 'small stuff.'

The work was never the problem. A promise slips, a sponsor goes quiet, and a retainer that spends 67% more than a new client quietly walks, while replacing it costs five to seven times more.

0%

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

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How much more existing clients spend than new ones

0x

What winning a new client costs versus keeping one

Catch it, with the tools you already run

AutoStack reads what is already in your creative 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.

app.autostack.ca/sources

Connected sources

Reading
  • Asana
  • Monday
  • Slack
  • Gmail
  • Figma

Acme Corp flagged: risk Medium → High

Connects to the tools creative firms run on

AsanaMondaySlackGmailFigma

FAQ

Creative client retention, answered

Creative agency client retention is how a studio keeps the retainers and accounts it already won. The hard part is that the loss is quiet and rarely about the creative: a promise slips, approvals drag, the value goes unspoken, and the client mentally moves on before saying a word. AutoStack is client relationship intelligence built for that. It connects to your email, calls, Slack, and project tool and runs on three pillars: a promise ledger across every revision round and thread, a loss radar that matches each live account to the retainers your studio already lost, and a firm memory of what re-engaged the ones you saved. It delivers a weekly relationship risk brief an owner acts on in minutes.

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

Acme Corp just moved to High risk

Sponsor went quiet · 2 promises overdue

Act now

Stop losing creative clients you could have saved

Run the 3-minute audit and we'll show you which client relationships are slipping right now.