Client retention scorecard
Clients rarely quit loudly - they drift. Answer a few questions to see how early you would catch a client disengaging, and where to shore it up. Scored in your browser.
The client retention scorecard turns a hard-to-see risk into something you can actually look at. You answer a short set of questions about how you track engagement, follow up between sessions, and notice when a client goes quiet, and the tool scores how early your current setup would flag someone starting to disengage. Nothing is sent anywhere; the result is calculated in your browser as you go.
Read the score as a map of blind spots rather than a grade. A lower result usually points to a specific gap, such as no structured check-ins, goals that are set but never revisited, or reschedules that quietly turn into no-shows. Look at where the tool says you are weakest and treat that as your first fix, because drift almost always begins in the space between appointments.
This matters because most clients leave slowly and silently, and by the time a cancellation arrives the disengagement started weeks earlier. Catching it early gives you room to reach out while the relationship is still warm. Running steady check-ins, a shared client portal, and tracked goals inside one workspace like Exantur is one calm way to close those gaps for good.