Keep the accounts. Let AI keep the scorecard.
Client health, renewal tracking, QBR prep and check-ins handled, so retention stops depending on memory.
Where the hours actually go.
Renewals ambush you
Contract dates hide in email threads. Discovering one lapsed is a painful Monday and an awkward call.
QBR decks per client per quarter
Usage numbers, wins, roadmap and asks assembled into a deck, times twenty accounts, times four quarters.
Check-ins slip under pressure
The quiet accounts churn first, but check-in cadence dies whenever the quarter gets loud.
Requests scattered across channels
Client asks live in email, WhatsApp and calls. Nothing consolidated means something always gets dropped.
Your toolkit inside kiap.ai
Live today inside the super app, or being built on the same API. Everything AI drafts, you approve.
Client health dashboard
Usage, support volume and engagement per account in one view, so risk shows before the churn email arrives.
Renewal pipeline
Every contract date, contact and expansion note tracked, with reminders months before renewal.
QBR deck drafter
Assembles usage, milestones and next-quarter asks into the review deck per client, ready for your narrative.
Client request portal
Clients log requests and approvals in one place, replacing the four-channel scavenger hunt.
Scheduled check-ins
Touchpoint sequences per account tier, so quiet clients hear from you before a competitor does.
Contract invoicing
Renewal invoices generated on schedule with payment links, tracked until paid.
A day with AI doing the busywork.
The health dashboard flags two accounts trending quiet. Check-ins go out before your first meeting.
Thursday's QBR is drafted from the account's numbers. You spend the hour on the upsell story.
A client request lands in the portal instead of three channels. Logged, acknowledged, assigned.
A renewal hits 90 days out. The conversation starts early and calm, not at expiry in a panic.
Questions account managers actually ask.
Will AI replace account managers?
No. Retention is relationships: knowing the client's politics, timing the ask, being the call they take. AI tracks dates, drafts decks and keeps cadence; the trust is yours.
How is client health scored?
From signals you define: usage trends, ticket volume, engagement and request patterns. The dashboard surfaces the change; you decide what it means.
Does it help spot upsell timing?
Yes. Renewal dates plus usage signals flag the accounts worth a growth conversation, so upsells come from evidence not gut feel alone.
How many accounts can one AM handle with this?
The admin layer is what caps most AMs. With tracking, decks and check-ins handled, the same person can carry a meaningfully larger book.
What does it cost?
The toolkit is in the standard plan. One renewal saved because you spotted the risk early covers the year many times over.
Keep the craft. Drop the admin.
See your toolkit running inside kiap.ai. One call, a real walkthrough, no pressure.