See a shaky retainer weeks before renewal

Keepwell scores every client each week from your hours, reply times and invoices, and flags the one that's slipping while there's still time to fix it.

Watching 3,140 retainers at 214 agencies in 38 states

Clients

Renewing soonest

  • Wexford Realty

    $8,400/mo · renews Oct 14

    Renewed · $8,400/mo

  • Juniper Dental

    $5,200/mo · renews Nov 2

    Healthy · 86

  • Barrow & Pine

    $3,750/mo · renews Nov 19

    Watch · 67

  • Cedarline Roofing

    $6,900/mo · renews Dec 5

    Healthy · 81

Hours this week

102 h

+19 h on Wexford

  • WR

  • JD

  • BP

  • CR

  • BC

Strategy

Creative

Account

Account teams at 214 agencies read Keepwell before Monday stand-up

  • Saltbox
  • Fernhill Social
  • Bluestem Digital
  • Harrow & Vale
  • Quarrystone
  • Lanternworks

Renewals view

Every retainer, ranked by how renewal will go

One table the whole account team shares: value, owner, renewal date, and a health score that moves before the client says a word.

Wexford Realty dropped 19 points

Three weeks under scope and a skipped check-in.

Draft a check-in agenda

Saltbox Creative

Search clients

  • Renewals 6
  • All clients 23
  • Signals 4
  • Monday notes 12
  • Reports

Renewals · next 90 days

$37,700/mo renewing across 6 clients

All owners

Any health

Client Retainer Renews Health Owner

Wexford Realty

Paid social + listing video

$8,400/mo Oct 14
48
Dana W.

Juniper Dental

Local SEO + reviews

$5,200/mo Nov 2
86
Theo M.

Barrow & Pine

Brand + email

$3,750/mo Nov 19
67
Alma R.

Cedarline Roofing

Paid search

$6,900/mo Dec 5
81
Dana W.

Brickyard Coffee

Social + content

$4,300/mo Dec 11
59
Sam K.

Ferro Fitness

Paid social

$9,150/mo Jan 8
92
Theo M.

Set up in an afternoon, warned for months

No tagging, no spreadsheets, and nothing for your clients to install.

    • Hours
    • Inbox
    • Calendar
    • Invoices

    Synced 6:02 AM ET

    1

    Connect the tools you already use

    Time tracking, the shared inbox, your calendar and billing, all with read-only access.

  1. Wexford Realty

    48

    Scope burn
    −21
    Reply time
    −17
    Check-ins
    −9
    Invoices
    −5

    2

    Every client gets a weekly score

    Scope burn, reply time, check-ins and invoice timing roll into one number from 0 to 100.

  2. To Dana · Monday, 8:00 AM ET

    Wexford Realty slipped to 48 with 41 days left on the retainer.

    Open the draft agenda

    3

    The account lead hears first

    A Monday note names the client and the reason, and drafts the agenda for the call worth booking now.

Four signals show up before the email does

Each one is measured against the client's own last 90 days, so a quiet client isn't mistaken for an unhappy one.

Scope burn
Hours running well under or over the retainer for three weeks straight.
Reply time
Your team's replies, or theirs, taking twice as long as usual.
Check-in cadence
A standing call skipped or pushed more than once in a month.
Invoice timing
A client who always paid on time starting to pay late.

Health, last 12 weeks

Wexford Realty

48

−31 since Jun 22

Jun 22

Sep 7

  1. Jul 27

    Check-in skipped

  2. Aug 10

    Hours 38% under scope

  3. Aug 31

    Invoice 16 days late

What a few weeks of warning is worth

214 agencies · Jan–Aug 2026

Median warning before a retainer's renewal date
38 days
Of flagged retainers renewed after a check-in
91.4%
Median monthly retainer value kept per agency
$9,850
From sign-up to the first weekly scores
17 min
Dana Whitlock

Keepwell flagged Wexford in September. We booked a check-in that week, and they renewed for another year at $8,400 a month.

Dana Whitlock

Founder, Saltbox Creative, Raleigh

I used to learn a client was unhappy from their renewal email. Now I learn it from a Monday note, six weeks earlier.

Jordan Price

Head of client services, Fernhill Social

Setup took one afternoon. The scope-burn signal alone paid for the year by March.

Riley Pemberton

Managing partner, Bluestem Digital

Questions from agency owners

Something we didn't cover? A person on our team replies within one business day, 9 AM to 6 PM ET.

[email protected]
Does Keepwell need access to our clients' accounts?

No. It reads your own tools with read-only access (time tracking, the shared inbox, calendar and billing) and never contacts a client.

How is the health score calculated?

Four weighted signals: scope burn, reply time, check-in cadence and invoice timing, each compared with that client's own last 90 days. Every point of change links to the event behind it.

How early does it warn us?

Across our agencies the median is 38 days before the renewal date. Retainers with a standing monthly check-in tend to get flagged earlier.

What does it cost?

Plans start at $129 a month for up to 25 clients, then $4 for each client after that. Every plan starts with a 14-day trial, no card needed.

Who on the team sees the scores?

Owners and account leads by default. You can hide a client's score from anyone, and nothing leaves your workspace.

Can we export our data?

Yes. Export every score and signal as CSV any time, and take a full export with you if you ever leave.

Make the next renewal call the easy one

Connect your tools today and read the first scores tomorrow morning. Fourteen days free, no card needed.

Renewed

9:14 AM ET

Wexford Realty renewed

12 more months at $8,400/mo, signed after the Sep 17 check-in.

Health 48 → 74 in three weeks