You measure cash, sales, and utilization. But the numbers that decide whether clients stay, like at-risk accounts, broken promises, and who's sitting on the work, get reported up from memory by the account managers they grade.
RetainLayer reads your email, meetings, and tickets and auto-builds the two EOS components every agency fakes by hand for retention: the Scorecard (Data) and the Issues List (Issues).
Reads Gmail · Granola · Freshdesk · Basecamp. No data entry, no new meeting.
messy stream → RetainLayer → clear numbers and issues, with provenance
The Six Key Components
EOS strengthens six components. You and your tools own four of them. RetainLayer auto-builds the other two from what your team already says and does.
Your team & tools
Your team & tools
Weekly leading numbers, each with an owner and a goal. Computed, not typed.
Surfaced and root-caused for you, with the dollars and the proof attached.
Your team & tools
Your team & tools
How it works
Connect your tools. Everything becomes an immutable record. RetainLayer turns each client's history into current state: health, open loops, who owes what, revenue at risk.
01 · Connect
Email, call transcripts, support tickets, and project tasks, all read automatically.
02 · RetainLayer
sentiment & risk per touchpoint
promises made & kept
who owns the next step
Replayable: a smarter model just re-reads history; nothing to migrate.
03 · You get
A live Retention Scorecard
A pre-Identified Issues List
Owners & follow-through
Every number drills down to the email or call it came from.
The Data component
5–15 weekly leading indicators for your book of business, each with an owner and a goal, green or red at a glance. It is the exact slot your L10 already has, populated from the stream instead of from memory.
| Measurable | Owner | Goal | 13-wk | Now | |
|---|---|---|---|---|---|
| Accounts at-risk | Dana | ≤ 4 | 7 | ||
| Recurring revenue at risk | Leadership | ≤ $30k | $58k | ||
| Overdue client promises | AM team | 0 | 12 | ||
| Avg first response (hrs) | Support | ≤ 4 | 6.1 | ||
| Accounts, no contact 14d | AMs | ≤ 5 | 9 | ||
| Promises kept | CS | ≥ 90% | 82% |
The Issues component
The hardest part of IDS is knowing the issue exists at all. RetainLayer surfaces it, names the root cause, and prices it, so it can't stay invisible until the cancellation email.
RetainLayer raises the issue with evidence.
Acme Co · at-risk
2 overdue promises + ROI doubt on the last 2 calls.
$48k MRR exposed
The team talks it through once, with the full timeline in front of them, not hearsay.
One owner, one action, due in 7 days. Click Solve and it becomes a tracked commitment.
The commitment is watched. If it slips, it's back on next week's list, automatically.
The Traction component
Open RetainLayer to run your Level 10. Three of the seven segments arrive populated. They are the three that are normally the most hand-wavy on the client side.
Quarterly, it clusters recurring issues across the whole book into candidate Rocks: evidence-backed priorities for your next planning session, not another brainstorm.
Speaks your language
Not everyone on your team lives and breathes Traction. So the product speaks plainly by default. Flip on EOS mode and every surface relabels to the vocabulary your leadership team already uses.
Same data. Same code. A label map, nothing more.
We're not here to replace the operating system you already run. We're the layer underneath it.
“If a human has to type the number in, it isn't ours. If we can compute it from the stream, it is.”
Connect read-only access to your inbox and tools. We'll build your first Retention Scorecard and Issues List from real data, and walk you through what it found.