Status: Legacy — EyeFly agency retention model (reviewed 2026-07-13)
This describes the EyeFly agency retention playbook (Slack #client- channels, monthly-MRR / churn framing). stpierre.ai sells a $0-down, pay-after-results offer to $1M–$10M foundation & waterproofing contractors and has not yet onboarded its first client. Slack is deprecated — client comms and logs live in the brain / GHL and surface in-app.
- Set up the client record in the brain / GHL — Slack is deprecated, no #client- channels
- Grant access to the CSM function, client contact(s), and Akash
- Send welcome message with next steps and CSM contact info
- Book via GCal, send invite with agenda
- Align on KPIs (CPL, lead volume, booked calls)
- Confirm lead delivery process and notification method
- Monday: Send Loom scorecard
- Include: targets vs. actuals, top constraint, next 3 actions
- Wednesday: Send voice note mid-week check-in
- Flag any early wins or blockers; keep under 90 seconds
- Friday: Send Loom recap
- Cover: week's performance, one constraint identified, roadmap for next week
Branch
Triggers (any one is sufficient):
2+ consecutive weeks of declining CPL or lead volume Client complaint received (any severity) Payment issue or missed payment
- Highlight one specific, named result (e.g., "14 leads at $38 CPL vs. $60 target")
- Frame it as proof of momentum, not a report
- What's being tested, what's being scaled, what the client can expect
- Timing: 3 days before billing date
- Include one concrete metric that improved
- Document wins from the full 90 days
- Present roadmap for months 4–6
- Identify any friction points and address them on the call
- Where they started vs. where they are now
- Quantified: leads, CPL, booked calls, or revenue impact if known
- Options: expanded ad budget, new market/location, additional service
- Standing agenda: results, constraints, next 30-day plan
- Book next call at the end of each current call
- Review: CPL, lead volume, bot performance, client feedback
- Source: GHL + Meta Ads data
- Proactively message client with context and recovery plan
- Do not wait for the client to raise it
- Categories: price, results, competitor, paused business, other
↓
Hands off to | Condition | Handoff To | |---|---| | Client returns after churn | Restart at Client Ops Pipeline (onboarding) | | Upsell opportunity identified (Happy Client stage) | Hand to Closer pipeline with context: client name, current spend, upsell type, client sentiment | | At Risk escalation | Notify Akash within 24 hrs via internal note DM with: client name, trigger, current stage, proposed action |