How are the enquiries looking from your side?
Client retention intelligence for marketing agencies
Help your team retain more clients
Rapport brings your team’s client calls, emails and commitments into one shared record. See how relationships are progressing, where clients need attention and how to help account managers improve.
Client health by account manager
142 clients · 4 account managers
17At risk
38Watch
87On track
AMAlex Morgan35 clients
PNPriya Nandan32 clients
LCLeah Chen38 clients
MWMarcus Webb37 clients
Call recording and analysis for your team
Review how your team handles client conversations without attending every call
Choose a client call. Rapport joins, saves the video and transcript, and reviews the conversation for your team.
Birch & Co. · Client review Rapport is recording
Sarah · Birch & Co.Rapport StudioMeeting recorder
Only six of the 50 were a fit. My team is spending hours on unsuitable enquiries, and we’re opening Bristol next month.
I’ll review the lead quality and send an updated plan by Friday.
Built on ten years of agency retention experience
Show account managers what needs to improve in each client relationship
Rapport assesses four areas of client management across recorded calls and emails. Each assessment explains what the evidence shows and gives the account manager a practical way to strengthen the relationship.
B
Birch & Co.Client assessment · Alex Morgan
Rapport Score34/100
At riskWhat this client needs to achieve
More suitable enquiries and a successful launch for the new Bristol location.
Are they checking what matters to the client?
Sarah described hours lost to unsuitable enquiries. Alex offered a review without exploring the impact on her team.
How Alex can improve this
Ask how the work on unsuitable enquiries is affecting Sarah’s team and confirm their most pressing priority.
Is performance tied to the client’s business goals?
The campaign generated 50 enquiries, but only six were a fit. There is no agreed measure of enquiry quality.
How Alex can improve this
Agree what makes an enquiry suitable and review progress against that definition.
Are they bringing useful ideas before being asked?
The Bristol opening comes up in two reviews. Neither includes a proposed approach to the launch.
How Alex can improve this
Bring a phased launch recommendation, with capacity checks and a clear first milestone.
Are commitments being completed and reviewed?
Alex promised an updated plan by Friday. It is still outstanding when Sarah follows up.
How Alex can improve this
Confirm the owner and delivery date, then review whether the changes improve enquiry quality.
The account manager’s client dashboard
Help every account manager choose where to focus and what to do next
See which clients need attention and which are improving. Open a client’s assessment, prepare for the conversation, keep commitments visible and use feedback from recorded calls to improve.
Alex’s clients
35 client relationships · Alex Morgan
Your client portfolio
Start with the biggest declines
4 At risk9 Watch22 On track
Client and where to focusRapport Score30 day change
01Birch & Co.
A promised review is overdue and the client is considering taking the work in house.
Bring the review, acknowledge the delay and agree the first change.34/100At risk
↓ 36from 70
02Northstar Media
The client’s growth target has changed, but the proposed plan still follows the old priorities.
Agree the revised target before recommending the next campaign.54/100At risk
↓ 24from 78
03Lumen Retail
Two reviews passed without a recommendation for the upcoming seasonal launch.
Bring a specific launch recommendation with a first milestone.69/100Watch
↓ 13from 82
Cedar Home is improving80 → 88 · Agreed changes delivered, with better enquiries confirmed by the client.
Client retention intelligence for marketing agencies