Keep your clients and grow their value without manual effort
Acquiring a new client costs 5–7× more than retaining an existing one. Yet retention and upsell are often reactive: you intervene when the client complains, not before. The Retention & Upsell Agent continuously analyzes your clients' behavioral signals, detects churn risks before they materialize and automatically triggers the right messages at the right time.
Churn is detected too late · when the client has already decided to leave. Upsell opportunities are missed for lack of timing. Account managers handle too many accounts to monitor each one individually. And without automation, retention stays reactive rather than proactive.
The agent monitors churn signals (usage drop, repeated support tickets, falling NPS, renewal absences) and triggers LLM-personalized re-engagement campaigns. When a client reaches a success milestone, the agent triggers an upsell sequence adapted to their profile and usage.
Identification of predictive indicators specific to your product: usage frequency, open tickets, NPS, login activity.
The agent calculates a daily client health score and alerts the account manager when an account enters the red zone.
For each at-risk client: personalized email drawing on their actual usage, past successes and a targeted value-add offer.
When a client hits a positive KPI (adoption, ROI, milestone), the agent triggers a natural, non-intrusive upsell sequence.
Preventive intervention before the client decides to leave multiplies retention chances vs. reactive intervention.
Upsell sequences triggered at the right moment (after a client success) convert 3× better than random upsells.
Your AMs no longer monitor 200 accounts manually. They only intervene when the agent flags a critical account.
Free 30-minute audit. We analyze your context and deliver a concrete roadmap.