For marketing agencies
One client picture.
A stronger agency.
Give every person on your team the context to keep more clients.
Account managers
Know who needs your attention.
Know which clients need attention. Prepare for every call, and follow through on what matters.
- Client context and history
- Clear next-call briefs
- Follow-up action items
- Personal client list
Next call brief
- Key talking points
- Recent concerns to address
- Suggested next steps
- Relevant context and history
Share the lead-quality report before the next call.
Managers
Know where your team needs help.
See a clear view across your team. Spot emerging risks, and support account managers.
- Team client overview
- Identify at-risk accounts
- Track action items
- Coach with real context
Client health by account manager
63 clients across your team
Alex Morgan
5712
Priya Shah
3611
Marcus Webb
Act now · Check in · On track · Fictional demo3412
Agency leaders
See client health across your agency.
Understand client health across the agency, spot growth opportunities, and build a more resilient business.
- Portfolio-wide view
- Trends and opportunities
- Resource planning
- More predictable revenue
Rapport StudioSearch clients…
Clients
ClientRapport ScoreStatus
NNorthstar Media42Act now
CCrestpoint Manufacturing58Check in
PPixel & Co76On track
HHarborview Retail39Act now
LLumen Brand Group68Check in
Example clients · fictional 63-client portfolio
Ready to see the difference?
Book a demo and we’ll show you how Rapport Studio
works for your agency.