Retention intelligence for agencies

Catch the loss 60 days early.
Draft the save playbook.
Keep the clients you’ve already won.

A health score that senses what a retainer actually drifts on — a client gone quiet, a call that went sideways, a report left unopened, work slipping, an invoice landing late. Connect the tools you already run; each one turns on another sense. When a client drifts red, CP drafts the save play from a library of five named moves — the same day, not three weeks later.

Sense → Predict → Act → Report → Learn · Built for 5–50 person agencies

Lumen Creative · 60-day forecast
$8.2k MRR
TodayD+20D+40D+60
Save play drafted3-step · 48h

AM call → renewal proposal → founder check-in. $8.2k MRR at risk.

Plugs into the stack you already run

HubSpotSlackGmailOutlookCalendarsStripeAsanaClickUpMonday.comBuchhaltungsbutlerContracts
The pain

You lost a $5k/mo retainer last quarter. No warning.

That’s $60k/year gone in one email. You didn’t see it coming. You had no save playbook ready. You spent the next two weeks trying to remember when the relationship started slipping.

Most agencies lose 1–3 retainers like this every year. The math closes itself: two silent losses = a salary you could have hired.

Inbox · Friday 5:42 PM
From: Sarah at Lumen Creative$5k/mo
Annual revenue lost−$60,000
The outcome

1–2 saves per quarter is preserved revenue the CRM never sees.

Preserved revenue per agency · per year
$50–$0k

1–2 saves per quarter × $5–15k MRR each = $50–200k/yr in revenue you would have lost. A single save pays for ClientPulse for two-plus years. The math closes itself for any agency running ≥10 retainers.

Saves per quarter
1–2
Average retainer (MRR)
$5–15k
Annualized per save
$60–180k
Pays for CP
2+ years
How it works

A closed loop, running on every retainer.

Sense → Predict → Act → Report → Learn. Five steps, in order, on every account in your roster. Click a step to see what it does.

Step 1 · Sense

Connect HubSpot, Slack, Gmail/Outlook, calendars, Stripe, contracts, and — paired with ContentPulse — campaign + engagement signals. Every signal carries a citation back to the source row that fired it.

Five things ClientPulse does

The five features your CRM can’t produce.

01 · Score

Multi-signal churn scoring

A 60-day forward view that watches everything a retainer leaves behind — not one number, the whole relationship.

Per-client health with a 60-day forward window. The score reads the leading indicators a retainer actually drifts on: whether a client has gone quiet on email and meetings (measured against their own normal rhythm, so a quarterly client isn’t falsely flagged), how their recent calls actually went, whether they still open their monthly report, how happy they say they are, whether the work is on track in your project tool, and whether the invoices are landing on time. Every score change shows the exact thing that moved it — the silent inbox, the risky call, the slipped milestone, the late payment. Framed as early-warning, not a 100% prediction. Plain-English "Why this score?" on every account.

Hover to expand
02 · Playbook

Save-play library

Per at-risk account. Five play types. Editable templates, tracked once accepted.

When a client goes amber or red, CP drafts a 3–5 step save play from a library of five named moves — Apology, Discount, Executive Outreach, Retention Offer, Cancellation Interview. Each carries a templated message the agency can edit and send: specific owner, channel, asset, deadline. Ranked by dollars at risk. Dismissible, tracked once you accept — so you know which plays close which accounts and which AMs run the book best.

Hover to expand
03 · Report

Monthly white-label client report

Branded with your agency logo. Sent on schedule.

Auto-generated. Branded with your agency logo. Sent monthly on a schedule. Pulls campaign + engagement data from ContentPulse when paired. Proactive trust-building — your clients see what they're paying for before they start wondering. This is where reports live.

Hover to expand
04 · Coach

Account manager scorecard

Team-level retention coaching, built in.

AMs ranked by book size, MRR managed, average health, save rate. Built for the 5–50 person agency where the account manager IS the customer-success org. Spot the AM who runs the save book best — promote what works. Spot the AM whose book is quietly drifting — coach before it costs.

Hover to expand
05 · Fit

Agency-retainer-aware

Built for the retainer model. Connect the tools you already run; each one turns on another sense.

Reads the signals a 12-client services book runs on, not a SaaS app’s product-usage telemetry: email and meeting cadence across everyone on a client’s side, how their calls went, milestone slippage, whether they open their reports, how happy they say they are, and contract renewal dates. Most of these turn on as you connect the tools you already run — your project tool (Asana, ClickUp, or Monday.com) for delivery health, the German bookkeeping system Buchhaltungsbutler for late-payment sensing on bank-transfer clients. Every account carries a monitoring badge that shows whether monitoring is active and when you last meaningfully heard from the client — so a quiet roster doesn’t stay quiet, and you can see at a glance which senses are live and which are still waiting on a connection. When paired with ContentPulse, the content + ad-performance signal folds into the same score. Catalyst and ChurnZero look at logins; CP looks at the things that actually predict whether a retainer renews.

Hover to expand
Aurora Operator

Meet Aurora Operator — your AI co-worker for retention work.

Aurora Operator reads the senses firing in your portfolio — a client gone quiet, a call that went sideways, a report left unopened, work slipping in your project tool — and drafts the right move: the save play, the win-back, the meeting-risk brief, the payment check-in. You review, edit, and send. Operator does the typing — you keep the judgment.

What it does

Reads the signal → drafts the play → lands in your inbox.

  1. 1Reads the senses firing in your CP roster (and CTP campaigns, when paired).
  2. 2Picks the matching skill — save play, win-back, meeting-risk brief, NPS follow-up, report nudge, delivery-risk flag, payment check-in, renewal pitch, or expansion play.
  3. 3Calls your LLM (Anthropic / OpenAI / Google) with the client context — recent meetings, payments, signal history.
  4. 4Streams the draft into a side panel. You edit inline, accept, or reject.
  5. 5Accepted drafts go to the right sink — email draft, pitch deck in CTP, save playbook on the client page.
BYOK · Bring your own key

Your LLM. Your account. Your costs.

Plug in your own API key from Anthropic, OpenAI, or Google. Tokens flow to your provider account. We don’t proxy. We don’t mark up. Set a monthly spend cap; soft warn at 80%, hard stop at 100%.

  • Spend cap per month
  • Per-skill cost shown before each run
  • Costs reset on the 1st
Nine launch skills

Named skills, each tied to a sense.

skill
Save playbook

A 3–5 step save play the day a client goes amber or red.

skill
Win-back

A coordinated re-engagement brief when a client goes quiet.

skill
Meeting-risk brief

The churn cues from a recent client call, with the next touch to make.

skill
NPS follow-up

A warm, personal reply to a client who flagged unhappy — listen first.

skill
Report nudge

A value-forward note to a client who has stopped opening reports.

skill
Delivery-risk flag

An internal flag with recovery moves when the work starts slipping.

skill
Payment check-in

A gentle email when a client drifts off their normal payment rhythm.

skill
Renewal pitch

A renewal deck pre-staged in the 60 / 30 / 14-day window.

skill
Expansion play

An upsell sequence when a client sends a buy-more signal.

The senses it acts on

Five risk senses. One you actually want firing.

Client has gone quietrisk

No emails back, no meetings booked — measured against their own normal rhythm. Drafts a win-back.

A call went sidewaysrisk

Pricing pushback or "reviewing options" surfaced in a recent transcript. Briefs the AM before the next touch.

Stopped opening reportsrisk

A client has gone cold on the monthly report you send. Drafts a value-forward nudge.

Work is slippingrisk

Overdue work in the connected project tool (Asana / ClickUp / Monday). Flags it with recovery moves.

Payment drifting laterisk

A bank-transfer client off their normal cadence (via Buchhaltungsbutler). Drafts a payment check-in.

Expansion opportunitypositive

A positive buy-more signal — the one you WANT firing. Drafts an expansion play.

Available with all paid tiers when you bring your own key. No add-on price. Same monthly subscription. Your model, your tokens, your monthly cap.

ClientPulse vs. your CRM

CRMs track deal stages. CP tracks portfolio retention.

ClientPulse sits on top of HubSpot and produces the views the CRM doesn’t. Same accounts, two different jobs. It’s not a replacement — it’s the retention layer.

HubSpot · Deal pipelineCRM view

Tracks where the deal is in the funnel.

Discovery
Proposal
Negotiation
Closed Won

What it doesn’t show: which of those Closed-Won accounts is about to silently cancel.

ClientPulse · Per-AM book of businessRetention view

Tracks where the money is in the roster.

  • Maya R.11 clients$48.4k84
  • James K.9 clients$36.0k71
  • Priya S.14 clients$58.1k62
  • Tomás D.8 clients$29.6k44

What CP sees: Tomás D.’s book is at 44 average health. Two save plays drafted, $8.2k MRR at risk, $36k annualized.

vs everything else

Where ClientPulse sits in your stack.

CRMs · different category, not a replacement

CRMs track deal stages. ClientPulse tracks portfolio retention.

CP sits on top of HubSpot and produces the views the CRM doesn't — at-risk MRR forecast, per-AM scorecard, automated monthly client report. It's not a replacement; it's the retention layer.

Them

Deal pipeline (Discovery → Closed-Won)

ClientPulse

Portfolio health (Green → Amber → Red)

Them

Sales-stage forecasting

ClientPulse

60-day forward retention forecast

Them

No save playbook generator

ClientPulse

Per-account save play, drafted same-day

Them

No automated client report

ClientPulse

Branded monthly white-label report

Aurora Suite

The closed loop nobody else has.

Pair ClientPulse with ContentPulse. CTP publishes the client’s content. CP reads how it landed. Retention risk surfaces weeks before the cancellation email.

ContentPulse

Publishes the client’s content.

The operating system for marketing agencies. Five pillars, 21 platforms. Posts go out, engagement comes back.

  • Posts shipped this week
  • Engagement vs. last 30d
  • Channel health · per client
ClientPulse

Reads how it landed.

Engagement, sentiment, and cadence become inputs to the health score and the save play. The monthly report draws on CTP campaign data automatically.

  • Engagement enters health score
  • Drop-off triggers save play
  • Campaign metrics in client report
Pricing

Same retention math. An order of magnitude less money.

Catalyst and ChurnZero ship at $40k/year. ClientPulse starts at $99/mo. Save one retainer and ClientPulse pays for itself for two-plus years.

Solo

Solo consultant. Up to 10 retainers.

$99/mo

or $990/yr annually

See the demo
  • 10 active clients · $10/client beyond
  • 1 seat
  • Health scores + Monday Brief
  • HubSpot · Slack · Gmail · Calendars
  • Save-play summary

Pro

Growing agency with a real roster.

$299/mo

or $2,990/yr annually

See the demo
  • Up to 50 clients · $10/client beyond · 3 seats
  • Meeting Intelligence + save-playbook generator
  • Churn / Upsell / Action proposal agents
  • Per-AM scorecard preview
  • Read-only API · 3 MCP connections
Most picked

Agency

For the 5–50 person agency.

$799/mo

or $7,990/yr annually

Waitlist · EA 30% off at go-liveSee the demo
  • Unlimited clients · 8 seats
  • Per-AM scorecard (full)
  • Monthly white-label client report
  • Real-time health refresh · 36-mo retention
  • Full API · unlimited MCP · on-device option

Aurora Suite

ClientPulse Agency + ContentPulse Agency. Closed loop.

$999/mo

or $9,990/yr annually

Waitlist · EA 30% off at go-liveSee Suite
  • Everything in CP Agency, plus
  • ContentPulse Agency (15 voices · 500 pieces/mo · unlimited channels)
  • CTP campaign data flows into CP health score
  • Monthly report draws on both products automatically
  • ~29% off vs stacked Agency standalone
Waitlist · early-access coupon

EA-CP-AGENCY-30-V2 — 30% off year one when we go live.

Currently waitlist-only. Until then: try the demo (no signup) or join the waitlist. Agency + Suite tiers only, 20 redemptions when we open.

Try the demo
No signup · No credit card · No sales call

See the demo. No signup.

A working ClientPulse tenant against a 12-client agency roster. At-risk MRR forecast, the per-AM scorecard, the save playbook that drops the moment an account drifts red, the signal citations behind every score. Click through it. Decide.

Demo tenants reset nightly · Your data stays in your own ClientPulse account

FAQ

Direct answers. No marketing varnish.

ClientPulse is retention intelligence for agencies. It runs the five-step Sense → Predict → Act → Report → Learn loop on every retainer you serve: senses across your existing stack (HubSpot, Slack, Gmail/Outlook, calendars, Stripe, contracts), predicts per-client health with a 60-day forward view, drafts the save playbook the day a client goes amber, generates the monthly white-label client report, and learns from every save so the AM scorecard gets sharper every quarter. Built for the agency retainer model, not for SaaS MRR.

ClientPulse is not a CRM and doesn't replace one. CRMs (HubSpot, Salesforce, Pipedrive, Close) track deal stages and pipeline — that's pre-sale work. ClientPulse runs on top of your CRM and produces the retention layer the CRM doesn't have: predictive churn scoring with a 60-day forward view, save playbooks for at-risk retainers, the automated monthly white-label client report, and the per-AM scorecard. Different category, different job. Most agencies keep HubSpot for pipeline and add ClientPulse for keeping the clients they've already won.

Honest framing first: this isn't 100%-accuracy prediction. It's correlation-driven early-warning across the leading indicators a retainer actually drifts on — whether a client has gone quiet on email and meetings (against their own normal rhythm), how their recent calls went, whether they still open their monthly report, how happy they say they are, whether the work is on track in your project tool, payment-cadence drift, and contract-renewal proximity. ClientPulse senses across HubSpot, Slack, Gmail/Outlook, calendars, Stripe, your project tool (Asana/ClickUp/Monday.com), Buchhaltungsbutler for bank-transfer clients, and contracts — plus, when paired with ContentPulse, the campaign + engagement + ad-performance signal. Every score change shows the exact rows that moved it — missed milestone, quiet inbox, late invoice, a risky moment on a call. When a retainer goes amber or red, CP drafts the save play the same day: who to call, what to send, by when.

Five named plays, each with a templated outreach the agency can edit and send: Apology (own a real miss), Discount (a temporary concession with conditions), Executive Outreach (the founder or principal calls), Retention Offer (a structural change to the contract — different deliverables, different cadence, different price), and Cancellation Interview (the play you run when you can't save it but you can learn from it). CP picks the play that fits the at-risk pattern; you edit, you send, you track. Once accepted, the play is logged against the account so the save rate becomes a real number — not a vibes number.

Every account in the roster carries a monitoring badge: green if monitoring is active and the connected signals are flowing, with a "last meaningful contact" timestamp so a quiet roster doesn't stay quiet. If a source drops out — a calendar disconnects, a Slack token expires — the badge tells you immediately, not three weeks later when the score quietly stops moving.

A single $5k/mo retainer that walks away with no warning is $60k/yr gone. Most 5–50 person agencies lose 1–3 retainers like this every year — usually silently, with no save playbook ready when the cancellation email lands. ClientPulse is built to save 1–2 of those per quarter at $5–15k MRR each: $50–200k/yr in preserved revenue per agency. Starter is $99/mo ($1,188/yr) — one save pays for the product for two-plus years. The math closes itself for any agency running 10+ retainers. We don't claim every at-risk account gets saved; we do claim that having a save playbook drafted the day a retainer goes amber beats having nothing when the email lands three weeks later.

5–50 person marketing agencies that run on retainers and feel the cost of every client that walks. If you have a roster, a retainer, and a renewal cycle, ClientPulse fits. Accounting and insurance modules ship on the same engine, but marketing agencies are the active vertical today.

ClientPulse is retention intelligence for agencies — the five-step loop, save playbooks, the monthly white-label report, the AM scorecard. ContentPulse is the production side — voice profiles, content generation, campaigns, ad copy, scheduled publishing. You can run ClientPulse on its own. Many agencies will. Run both and the loop closes: ContentPulse publishes, engagement flows back into ClientPulse, the score updates, the monthly report draws on the campaign data automatically.

In ClientPulse. Reports are CP's domain — they're a retention product, not a content product. ContentPulse feeds the data (which pieces shipped, what engagement they earned), but ClientPulse packages it for the client with your logo, the campaign-level results, the retention metrics, and the next-period recommendation. This is the single biggest reason to buy both halves of the Suite.

Pre-launch — we're currently waitlist-only. The live demo at /demos is the try-before-buy: a seeded tenant with a realistic 12-client roster, the predictive scoring, the save playbooks, the per-AM scorecard, signal drilldowns. Click through it before you decide.

Every connected source emits into one common substrate. The score blends four dimensions — financial, relationship, delivery, and engagement — and once any source is connected, a fifth "connected signals" dimension carries 30% of the overall score. That fifth dimension is where the newer senses land: whether a client has gone quiet, how their calls went, whether they open their reports, how happy they say they are, and whether the work is on track. Each signal carries a citation back to the exact source row that fired it; open any score and see the "Why this score?" affordance — no black box. Correlation-driven, not 100%-accuracy prediction.

Six senses, all in plain agency terms. (1) Whether a client has gone quiet — across everyone on their side, not just the main contact, and against that client's own normal rhythm. (2) How their calls actually went — it reads the meeting transcripts CP already captures and flags the ones where the language turned risky. (3) Whether they're still happy — a one-tap happiness check per client. (4) Whether they still open their monthly report. (5) Whether the work is on track — overdue work and slipping milestones from your project tool. (6) Late-payment sensing for bank-transfer clients via Buchhaltungsbutler. Some are live the moment you use CP; others light up when you connect the tool behind them (your project tool, your bookkeeping, meeting recording). We never imply a sense is on when it's waiting on a connection.

ClientPulse registers sources across seven categories — Calendar, Communication, CRM, Financial, plus three vertical modules (Marketing, Accounting, Insurance) — and the live count of how many are currently emitting signals updates automatically on the landing page (we don't hand-edit a number). That includes your inbox and calendar, your CRM, Stripe, the project tool you run the work in (Asana, ClickUp, Monday.com), and — for agencies whose clients pay by bank transfer — the German bookkeeping system Buchhaltungsbutler. Each source you connect turns on another sense; tell us which one you need live before signing and it moves to the top of the queue.

Aurora AI Solutions Studio UG, Stuttgart, registered in the German commercial register (HRB 805284). We run our own marketing on ContentPulse and measure our own client-book health on ClientPulse — Client Zero is us.

Aurora is EU-based; ClientPulse runs on EU-region Vercel and Supabase. Client data is partitioned per workspace with row-level security, audited via the Aurora cookie-consent + DPA flow linked in the footer.

More questions? Read the full FAQ or email hello@helloaurora.ai.