Client account reviews for agencies: log what happens during the year, so the year-end review has its agenda and ends in a renewal call.

What's inside

• Clients: one row per account, with the account lead, the monthly fee, the renewal date and the renewal outlook (Likely, Unsure, At risk)
• Signals: one dated row for each thing that will matter at renewal (a late approval, a scope change, a missed date, a contact gone quiet, praise, new work asked) and whose side it was on
• Reviews: one per client per period, with who is in the room on each side and an Outcome: Renew, Change scope, At risk or Ending
• Actions: what each review commits both sides to before the renewal, ours and theirs
• Renewal review reminder: a workflow that adds a Pre-renewal review 60 days before each renewal date; publish it once your dates are in
• Dashboards: monthly fees by renewal outlook, and the year's signals by type and by side
• Review agenda: a five-part agenda, from the year in signals to the renewal call

Why signals are dated rows, not a health flag: a flag says how someone felt the day they set it. Five dated rows (two late approvals, a new approver on their side, two reports with no reply) say why, and those rows become the agenda. Both sides walk into the review having seen the same facts, so the meeting goes on next year's plan and the renewal call instead of rebuilding the year from memory.

No module required, so it installs into any workspace. Pairs with Client Reporting Hub for the numbers you report each period, Retainer Management & Utilisation for hours sold against hours delivered, and Agency Client Delivery for the work itself.