Know Which Clients Are Slipping Before They Quit, Ask For A Refund Or Quietly Don't Renew
Your client hub in Airtable, with a Retention Alert that tells you who needs you today, so you keep the clients you already worked so hard to get.
Instant access: $37
You Don't Lose Clients At Renewal. You Lose Them Months Before, And Nobody Notices.
She stops showing up to calls. Her check-in is short. She hasn't posted in the group in three weeks.
None of that is in your inbox. So you don't see it.
“I think I'm going to take a break for a bit.”
By the time she says it, she decided weeks ago.
When I ran client success as a COO, we didn't wait for that message. Every client had a status, every week. We knew who was on track, who was slipping, and who had gone quiet, and we reached out before she disappeared.
Your A students will always be A students. The money is in the ones who are slipping.
Reach them in time, help them get one win, and they're yours for life. But you can't reach the ones you can't see.
That's The Clients for Life Tracker.
Every client in one place: where she is, when you last talked, how she's feeling, what she's won, and when her renewal is coming.
Open it in the morning. The Retention Alert tells you who to reach out to today.
Check-ins, wins, testimonials and referrals flow in through her own personal links, so you spend your time coaching, not chasing.
Keep the clients you already have.
Here's What You're Getting
- The Retention Alert. One column that tells you who needs attention today: who hasn’t heard from you in too long, who scored low on their last check-in, and who’s coming up on renewal.
- Your client hub. One row per client with status, progress, start and end dates, last contact, next touchpoint and every note, so nothing lives in your head or your DMs.
- Six client forms, already built. Intake, monthly check-in, wins, testimonials, questions and referrals. Every answer lands on that client’s record automatically.
- Personal links for every client. Each client gets her own check-in, wins and testimonial links with her name filled in. Send it once and it just works.
- Renewal timing. End dates calculate themselves, and renewal status and conversation dates sit right on the client, so you start the renewal talk before she’s already decided.
Plus
- The Start Here guide (so setup takes minutes, not a weekend). Step-by-step setup inside the base. Work top to bottom and check each one off.
- Sample clients (so you can see it working before you add your own). Three example clients that show exactly how the Retention Alert behaves.
- A wins and testimonial library (so your proof builds itself). Wins and testimonials collect in one place, already marked with permission to share.
- Do I need to know Airtable?
- No. You click Copy base and follow the Start Here steps. If you can fill in a spreadsheet, you can run this.
- Does it cost extra?
- The tracker works on Airtable’s free plan. Upgrade later only if you outgrow it.
- Is this for 1:1 or group?
- Both. One row per client, whether she’s in your group, your 1:1 tier, or both.
- What do I do with the alerts?
- Reach out. A two-minute check-in to a client who’s gone quiet is the cheapest retention you’ll ever buy.
- Price?
- $37. One payment.
Get The Clients for Life Tracker
Keep the clients you already have.
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