Marketing & Media Agencies
Recurring revenue is the lifeblood of an agency, and it leaks the same way everywhere: a retainer comes up for renewal and no one started the conversation early enough, so it lapses or gets re-negotiated under pressure; a proposal sits unchased while the prospect cools; a client who left a year ago is never worked again though the relationship was good. Follow-up depends on someone remembering, and in a busy quarter no one does.
Who has it
Digital, performance, PR and social agencies most, where recurring retainers churn on a quarterly cycle; creative studios and production houses for proposal chasing and lapsed-client win-back.
What we build
Timed, rules-based renewal and recovery flows built on the firm's own contract and engagement data: a renewal conversation triggered well before each retainer's end date with the account's profitability and history attached, a proposal-chase sequence, and a lapsed-client win-back cadence. Every message and offer is drafted for a named person to send; nothing goes to a client, and no commitment is made, without that approval.
What is automated, where AI helps, who signs off
The reliable spine
The reliable spine is timed, rules-based flows over the firm's own contract and engagement data: a renewal triggered well before each end date, a proposal-chase sequence, a win-back cadence, each firing on a date the firm sets, never on a guess.
Where AI helps
AI drafts the renewal note or the chase message in the firm's own voice, with the account's history and profitability to hand, so the account person sends a considered message rather than a blank one. Every word is reviewed before it goes; AI sends nothing and promises nothing.
Who signs off
A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
Renewals are opened early from a position of strength instead of late under pressure; proposals get chased; good lapsed relationships get re-worked; recurring revenue stops leaking because follow-up no longer depends on who remembered.
Illustrative outcome
Fewer retainers lost to late or absent renewal conversations; a share of lapsed clients re-opened.
Illustrative; final numbers come from your own data.
Path to the build
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.