For Platinum & Gold Hubspot Partner agencies
Score Every Client Relationship on a 100-Point Scale — Predict Churn Before It Happens
The diagnostic tool agencies use to identify at-risk clients 60–90 days in advance. Track 27 behavioral signals, get quantitative scores, spot trends before they become crises.
Most Agencies Don’t Lose Clients Because of Catastrophic Failure.
They lose them because of silent decline.
- Pipeline softens.
- SQL rate dips.
- Revenue misses target by 12%+.
- CPL creeps up.
By the time a client shows these signs, you’re already late.
If you manage 5–20 accounts and can’t see cross-account health in 10 minutes, you’re relying on lagging indicators.
That’s not Retention Infrastructure.
Performance Visibility Architecture™
Most agencies optimize campaigns.
Few install visibility architecture.
The Performance Visibility Architecture™ creates a structured control layer across
all active accounts:
1
Measurement Integrity
Ensure every account's data is clean, attributed correctly, and trustworthy at the source.
2
Cross-Account Health Scoring
The Agency Client Health Scorecard installs Layer 2 immediately. Unified health visibility across your entire portfolio.
3
Structured Intervention
When flags appear, a systematic response protocol — not reactive firefighting.
Agency Client Health Scorecard
What It Does
- Scores every client across 5 full-funnel KPIs
- Identifies declining accounts before clients notice
- Flags risk with structured Red / Yellow / Green scoring
How It Helps You
- Weights revenue and pipeline appropriately
- Creates a 10-minute weekly CEO review protocol
- Enables proactive intervention when churn signals start.
Red — Intervene Now
Yellow — Monitor Closely
Green — On Track
Everything in the Core System
Cross-Account Health Scorecard
Google Sheet — duplicate and deploy in under 60 minutes.
KPI Philosophy & Scoring Framework
Understand the logic behind every threshold and weighting decision.
10-Minute CEO Review Protocol
Account Intervention Playbook
Accountability Snapshot Tab
Executive-ready portfolio status view for leadership review.
Performance Trend Tracking Layer
Health Score Calibration Guide
Everything in the Core System
Business Type
B2B Agencies
Annual Revenue
$1M – $25M ARR
Portfolio Size
5 – 20 Active Client Accounts
Leadership Model
Founder-Led or Performance-Led
Not built for: Freelancers, solopreneurs, or early-stage agencies under $1M ARR. This system requires an existing client portfolio to generate meaningful health data.
One churned client costs more than a hundred of these.
$27
One-time. Instant access. No subscription.
Your Visibility Layer Is Ready.
Access links are on their way to your inbox. You’re now 60 minutes from full portfolio visibility.
Check your email for access links to the Google Sheet system.
Duplicate the Google Sheet to your own Drive.
Install and populate before your next reporting cycle.
If you’d like help calibrating or reviewing your Architecture, you can apply for a Performance Visibility Architecture™ Calibration here.